729 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 272

2% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
729
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$35.5M
Net Calls
Net Calls Change

Top Buyers

1 +$50.9M
2 +$49.8M
3 +$44.2M
4
UBS Group
UBS Group
Switzerland
+$39.4M
5
Morgan Stanley
Morgan Stanley
New York
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
Hudson Bay Capital Management
126
Hudson Bay Capital Management
Connecticut
$8.2M
AC
127
AlphaCore Capital
California
$7.93M
BGIM
128
Brandywine Global Investment Management
Pennsylvania
$7.82M
US Bancorp
129
US Bancorp
Minnesota
$7.75M
HI
130
Horizon Investments
North Carolina
$7.31M
GAM
131
Gotham Asset Management
New York
$7.23M
BPIM
132
Brant Point Investment Management
New York
$7.22M
EF
133
Empowered Funds
Pennsylvania
$7M
CI Investments Inc
134
CI Investments Inc
Ontario, Canada
$6.99M
MIM
135
MetLife Investment Management
New Jersey
$6.99M
Creative Planning
136
Creative Planning
Kansas
$6.91M
Comerica Bank
137
Comerica Bank
Texas
$6.88M
IMRF
138
Illinois Municipal Retirement Fund
Illinois
$6.82M
Amundi
139
Amundi
France
$6.77M
NAAA
140
New Age Alpha Advisors
New York
$6.69M
BC
141
Burney Company
Virginia
$6.67M
Wealthfront Advisers
142
Wealthfront Advisers
California
$6.61M
LS
143
Livforsakringsbolaget Skandia
Sweden
$6.61M
HSBC Holdings
144
HSBC Holdings
United Kingdom
$6.59M
BCAM
145
Boston Common Asset Management
Massachusetts
$6.58M
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$6.53M
CIBC World Market
147
CIBC World Market
Ontario, Canada
$6.53M
MOACM
148
Mutual of America Capital Management
New York
$6.44M
TSW
149
Thompson Siegel & Walmsley
Virginia
$6.44M
Cerity Partners
150
Cerity Partners
New York
$6.43M