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621 hedge funds and large institutions have $9.3B invested in Unum in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $8.25B → $9.3B (+$1.05B)

8% more funds holding

Funds holding: 577621 (+44)

9% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $49.2M

4% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 219

1% less ownership

Funds ownership: 85.27%84.27% (-1%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
621
Holders Change
+44
Holders Change %
+7.63%
% of All Funds
8.92%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
89
Increased
227
Reduced
219
Closed
41
Calls
$53.5M
Puts
$49.2M
Net Calls
+$4.32M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
PSP
126
Principal Street Partners
Tennessee
$6.36M -$1.71M -31,539 -23%
WG
127
Winton Group
United Kingdom
$6.17M +$5.63M +103,737 New
PI
128
PineBridge Investments
New York
$6.05M +$1.48M +27,292 +37%
AC
129
AlphaCore Capital
California
$5.9M +$181K +3,331 +3%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$5.72M -$33.8K -623 -0.6%
Lazard Asset Management
131
Lazard Asset Management
New York
$5.63M -$13.3M -244,127 -72%
US Bancorp
132
US Bancorp
Minnesota
$5.54M -$6.19K -114 -0.1%
MOACM
133
Mutual of America Capital Management
New York
$5.49M -$519K -9,556 -9%
VI
134
Vestcor Inc
New Brunswick, Canada
$5.27M +$2.94M +54,095 +156%
MIM
135
MetLife Investment Management
New Jersey
$5.27M -$293K -5,395 -6%
Canada Pension Plan Investment Board
136
Canada Pension Plan Investment Board
Ontario, Canada
$5.23M
FHA
137
First Horizon Advisors
Tennessee
$5.21M +$38.9K +717 +0.8%
Wealthfront Advisers
138
Wealthfront Advisers
California
$5.21M -$94.1K -1,732 -2%
Creative Planning
139
Creative Planning
Kansas
$5.05M -$29.1K -536 -0.6%
Connor, Clark & Lunn Investment Management (CC&L)
140
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.02M +$4.59M +84,480 New
SSA
141
Schonfeld Strategic Advisors
New York
$5M +$3.72M +68,552 +439%
AB
142
Amalgamated Bank
New York
$4.9M -$1.71M -31,400 -28%
Osaic Holdings
143
Osaic Holdings
Arizona
$4.85M -$1.17M -21,595 -21%
HighTower Advisors
144
HighTower Advisors
Illinois
$4.81M +$165K +3,030 +4%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$4.8M -$127K -2,330 -3%
Deutsche Bank
146
Deutsche Bank
Germany
$4.76M +$1.98M +36,474 +84%
IIM
147
INTECH Investment Management
Florida
$4.58M +$2.63M +48,377 +169%
BCM
148
BTC Capital Management
Iowa
$4.55M -$137K -2,522 -3%
State of Tennessee, Department of Treasury
149
State of Tennessee, Department of Treasury
Tennessee
$4.51M +$1.67M +30,670 +68%
SLA
150
Silver Lake Advisory
Utah
$4.5M +$96.3K +1,773 +2%

UNM Hedge Fund Activity: Q3 2024 in Review

621 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2024, worth a combined $9.3B — up 13% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new UNM positions and 41 closed out — a net gain of 48 holders — while 227 added to existing stakes and 219 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $42.8M. The largest seller was Fidelity Investments, cutting an estimated $179M.

  • 621 institutional investors held Unum (UNM) as of Q3 2024, up from 577 in Q2 2024.
  • Funds reported $9.3B of Unum stock for Q3 2024, up 13% quarter-over-quarter.
  • 89 funds opened new Unum positions in Q3 2024 and 41 closed out, a net change of +48 holders.
  • The largest Unum buyer in Q3 2024 was Voloridge Investment Management, an estimated $42.8M added.
  • The largest Unum seller in Q3 2024 was Fidelity Investments, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2024.