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682 hedge funds and large institutions have $11.3B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 220 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 49

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $9.3B → $11.3B (+$1.95B)

10% more funds holding

Funds holding: 621682 (+61)

9% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $67.5M

0.11% more ownership

Funds ownership: 84.27%84.38% (+0.11%)

12% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 250

Holders
682
Holders Change
+61
Holders Change %
+9.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
118
Increased
220
Reduced
250
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
NAAA
126
New Age Alpha Advisors
New York
$7.53M +$7.11M +103,143 New
IIM
127
INTECH Investment Management
Florida
$7.36M +$1.64M +23,745 +31%
AC
128
AlphaCore Capital
California
$7.24M -$5.86K -85 -0.1%
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$7.11M -$2.52M -36,570 -27%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.06M -$1.15M -16,639 -15%
US Bancorp
131
US Bancorp
Minnesota
$6.95M +$133K +1,936 +2%
MIM
132
MetLife Investment Management
New Jersey
$6.93M +$439K +6,367 +7%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$6.81M -$1.28M -18,560 -17%
VI
134
Vestcor Inc
New Brunswick, Canada
$6.74M +$247K +3,586 +4%
Jane Street
135
Jane Street
New York
$6.67M -$4.87M -70,696 -44%
MOACM
136
Mutual of America Capital Management
New York
$6.48M -$250K -3,623 -4%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$6.42M +$1.32M +19,158 +28%
Wealthfront Advisers
138
Wealthfront Advisers
California
$6.3M -$100K -1,451 -2%
Creative Planning
139
Creative Planning
Kansas
$6.2M -$483 -7 -0%
FHA
140
First Horizon Advisors
Tennessee
$6.05M -$333K -4,834 -6%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$5.98M +$80K +1,160 +1%
Citigroup
142
Citigroup
New York
$5.97M +$1.33M +19,249 +31%
PI
143
PineBridge Investments
New York
$5.93M -$1.42M -20,621 -20%
AB
144
Amalgamated Bank
New York
$5.87M -$143K -2,080 -3%
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$5.78M +$452K +6,555 +9%
State of Wisconsin Investment Board
146
State of Wisconsin Investment Board
Wisconsin
$5.7M -$1.25M -18,077 -19%
BAMF
147
BI Asset Management Fondsmaeglerselskab
Denmark
$5.67M +$4.21M +61,019 +366%
Lazard Asset Management
148
Lazard Asset Management
New York
$5.67M -$1.18M -17,073 -18%
Macquarie Group
149
Macquarie Group
Australia
$5.53M
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$5.5M +$666K +9,662 +15%

UNM Hedge Fund Activity: Q4 2024 in Review

682 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2024, worth a combined $11.3B — up 21% from $9.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new UNM positions and 49 closed out — a net gain of 69 holders — while 220 added to existing stakes and 250 trimmed.

The largest buyer was Vanguard Group, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 682 institutional investors held Unum (UNM) as of Q4 2024, up from 621 in Q3 2024.
  • Funds reported $11.3B of Unum stock for Q4 2024, up 21% quarter-over-quarter.
  • 118 funds opened new Unum positions in Q4 2024 and 49 closed out, a net change of +69 holders.
  • The largest Unum buyer in Q4 2024 was Vanguard Group, an estimated $110M added.
  • The largest Unum seller in Q4 2024 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2024.