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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
IMRF
151
Illinois Municipal Retirement Fund
Illinois
$3.36M
RJFSA
152
Raymond James Financial Services Advisors
Florida
$3.35M -$102K -1,970 -3%
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$3.33M -$264K -5,108 -7%
AIP
154
Ameritas Investment Partners
Nebraska
$3.22M -$115K -2,224 -3%
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$3.11M
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$3.08M +$6.47K +125 +0.2%
AAM
157
Auxier Asset Management
Oregon
$3.02M +$22.2K +429 +0.7%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$3.02M -$167K -3,229 -5%
A
159
AlphaQuest
New York
$2.8M +$877K +16,945 +45%
Citigroup
160
Citigroup
New York
$2.78M +$586K +11,330 +26%
LS
161
Livforsakringsbolaget Skandia
Sweden
$2.76M
JF
162
Jump Financial
Illinois
$2.76M +$247K +4,783 +10%
ASRS
163
Arizona State Retirement System
Arizona
$2.74M +$724 +14 +0%
Skandinaviska Enskilda Banken (SEB)
164
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.74M -$4.72M -91,270 -63%
Bank of Nova Scotia
165
Bank of Nova Scotia
Ontario, Canada
$2.71M +$1.27M +24,499 +86%
HSA
166
Hussman Strategic Advisors
Maryland
$2.68M
Mariner
167
Mariner
Kansas
$2.67M +$131K +2,533 +5%
LSERS
168
Louisiana State Employees Retirement System
Louisiana
$2.58M -$98.3K -1,900 -4%
VPIM
169
Vanguard Personalized Indexing Management
California
$2.55M +$366K +7,077 +16%
AIM
170
Anchor Investment Management
South Carolina
$2.52M
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$2.46M -$8.17M -157,894 -77%
BCM
172
Bridgeway Capital Management
Texas
$2.37M -$5.14M -99,300 -68%
Cerity Partners
173
Cerity Partners
New York
$2.33M -$163K -3,150 -6%
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$2.31M
AM
175
AGF Management
Ontario, Canada
$2.26M -$123K -2,372 -5%

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.