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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
Macquarie Group
151
Macquarie Group
Australia
$4.5M
ZIM
152
Zacks Investment Management
Illinois
$4.36M +$4.07K +75 +0.1%
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$4.31M +$403K +7,419 +11%
Cerity Partners
154
Cerity Partners
New York
$4.26M +$1.41M +26,010 +57%
IWA
155
IBEX Wealth Advisors
New Jersey
$4.24M -$3.69M -67,979 -57%
APF
156
Alaska Permanent Fund
Alaska
$4.16M
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$4.08M +$2.85M +52,529 +325%
SGI
158
Summit Global Investments
Utah
$3.96M +$2.62M +48,234 +262%
AW
159
Apricus Wealth
South Carolina
$3.94M -$17.4K -320 -0.5%
YCM
160
Yousif Capital Management
Michigan
$3.93M -$640K -11,777 -15%
Pathstone Holdings
161
Pathstone Holdings
New Jersey
$3.91M -$28.3K -522 -0.8%
IMRF
162
Illinois Municipal Retirement Fund
Illinois
$3.91M
Ensign Peak Advisors
163
Ensign Peak Advisors
Utah
$3.91M -$778K -14,335 -18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
164
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.88M -$5.7M -104,900 -62%
Citigroup
165
Citigroup
New York
$3.71M +$445K +8,186 +15%
AIP
166
Ameritas Investment Partners
Nebraska
$3.58M -$152K -2,801 -4%
TRSOTSOK
167
Teachers Retirement System of the State of Kentucky
Kentucky
$3.53M -$84.7K -1,560 -3%
AAM
168
Auxier Asset Management
Oregon
$3.52M +$3.31K +61 +0.1%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$3.5M -$79.1K -1,456 -2%
RJFSA
170
Raymond James Financial Services Advisors
Florida
$3.45M -$408K -7,516 -11%
BCAM
171
Boston Common Asset Management
Massachusetts
$3.44M -$1.13M -20,758 -26%
State of New Jersey Common Pension Fund D
172
State of New Jersey Common Pension Fund D
New Jersey
$3.38M -$493K -9,074 -14%
AM
173
AGF Management
Ontario, Canada
$3.36M +$668K +12,309 +28%
VPIM
174
Vanguard Personalized Indexing Management
California
$3.34M +$333K +6,131 +12%
KWM
175
Kingsview Wealth Management
Oregon
$3.31M +$2.76M +50,751 +1,020%

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.