We are live on ! Find out more

577 hedge funds and large institutions have $8.25B invested in Unum in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

3% more call options, than puts

Call options by funds: $39M | Put options by funds: $37.8M

0% less funds holding

Funds holding: 579577 (-2)

1.12% less ownership

Funds ownership: 86.39%85.27% (-1.1%)

7% less capital invested

Capital invested by funds: $8.87B → $8.25B (-$618M)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

Holders
577
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
66
Increased
195
Reduced
224
Closed
59
Calls
$39M
Puts
$37.8M
Net Calls
+$1.18M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
126
Verition Fund Management
Connecticut
$4.8M +$3.88M +75,066 +399%
US Bancorp
127
US Bancorp
Minnesota
$4.77M -$3.31K -64 -0.1%
Wealthfront Advisers
128
Wealthfront Advisers
California
$4.57M -$143K -2,762 -3%
Canada Pension Plan Investment Board
129
Canada Pension Plan Investment Board
Ontario, Canada
$4.5M
Squarepoint
130
Squarepoint
New York
$4.45M -$14.2M -274,046 -76%
FHA
131
First Horizon Advisors
Tennessee
$4.45M -$61.3K -1,184 -1%
AU
132
Algebris (UK)
United Kingdom
$4.42M -$1.11M -21,359 -19%
Creative Planning
133
Creative Planning
Kansas
$4.37M -$10.6K -204 -0.2%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$4.25M -$292K -5,652 -6%
Ensign Peak Advisors
135
Ensign Peak Advisors
Utah
$4.09M +$122K +2,350 +3%
BCM
136
BTC Capital Management
Iowa
$4.04M -$879K -16,991 -18%
APF
137
Alaska Permanent Fund
Alaska
$4.03M -$28.9K -559 -0.8%
BCAM
138
Boston Common Asset Management
Massachusetts
$4.02M -$651K -12,577 -14%
YCM
139
Yousif Capital Management
Michigan
$3.98M -$448K -8,655 -10%
HighTower Advisors
140
HighTower Advisors
Illinois
$3.98M +$94.7K +1,830 +2%
VanEck Associates
141
VanEck Associates
New York
$3.94M +$3.99M +77,195 New
TI
142
Trexquant Investment
Connecticut
$3.94M +$2.95M +56,927 +281%
Macquarie Group
143
Macquarie Group
Australia
$3.87M
PI
144
PineBridge Investments
New York
$3.81M -$134K -2,597 -3%
SLA
145
Silver Lake Advisory
Utah
$3.78M +$5.23K +101 +0.1%
ZIM
146
Zacks Investment Management
Illinois
$3.75M +$225K +4,344 +6%
AW
147
Apricus Wealth
South Carolina
$3.41M -$243K -4,700 -7%
Pathstone Holdings
148
Pathstone Holdings
New Jersey
$3.39M -$57.2K -1,105 -2%
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$3.38M +$1.63M +31,467 +91%
State of New Jersey Common Pension Fund D
150
State of New Jersey Common Pension Fund D
New Jersey
$3.37M -$2.02M -39,017 -37%

UNM Hedge Fund Activity: Q2 2024 in Review

577 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2024, worth a combined $8.25B — down 7% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new UNM positions and 59 closed out — a net gain of 7 holders — while 195 added to existing stakes and 224 trimmed.

The largest buyer was Norges Bank, adding an estimated $68M. The largest seller was Nordea Investment Management, cutting an estimated $32.6M.

  • 577 institutional investors held Unum (UNM) as of Q2 2024, down from 579 in Q1 2024.
  • Funds reported $8.25B of Unum stock for Q2 2024, down 7% quarter-over-quarter.
  • 66 funds opened new Unum positions in Q2 2024 and 59 closed out, a net change of +7 holders.
  • The largest Unum buyer in Q2 2024 was Norges Bank, an estimated $68M added.
  • The largest Unum seller in Q2 2024 was Nordea Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2024.