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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
Cerity Partners
151
Cerity Partners
New York
$5.46M +$498K +7,219 +10%
ZIM
152
Zacks Investment Management
Illinois
$5.43M +$68.6K +995 +1%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$5.39M -$144K -2,083 -3%
Osaic Holdings
154
Osaic Holdings
Arizona
$5.3M -$619K -8,974 -11%
SLA
155
Silver Lake Advisory
Utah
$5.3M -$223K -3,230 -4%
Qube Research & Technologies (QRT)
156
Qube Research & Technologies (QRT)
United Kingdom
$5.22M -$21.8M -316,255 -82%
D.E. Shaw & Co
157
D.E. Shaw & Co
New York
$5.17M -$27.4M -397,627 -85%
APF
158
Alaska Permanent Fund
Alaska
$5.12M
VFM
159
Viking Fund Management
North Dakota
$5.11M +$4.83M +70,000 New
BCAM
160
Boston Common Asset Management
Massachusetts
$5.06M +$784K +11,373 +20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
161
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.97M +$200K +2,900 +4%
LS
162
Livforsakringsbolaget Skandia
Sweden
$4.93M +$4.65M +67,500 New
IMRF
163
Illinois Municipal Retirement Fund
Illinois
$4.8M
EGI
164
EAM Global Investors
California
$4.76M +$4.49M +65,127 New
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$4.73M -$69.4K -1,006 -2%
AW
166
Apricus Wealth
South Carolina
$4.66M -$179K -2,590 -4%
YCM
167
Yousif Capital Management
Michigan
$4.58M -$233K -3,380 -5%
SGI
168
Summit Global Investments
Utah
$4.55M -$302K -4,374 -7%
KK
169
KLP Kapitalforvaltning
Norway
$4.54M +$4.29M +62,200 New
HighTower Advisors
170
HighTower Advisors
Illinois
$4.39M -$1.43M -20,722 -26%
PFSRSONJ
171
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.34M +$4.1M +59,412 New
VPIM
172
Vanguard Personalized Indexing Management
California
$4.31M +$199K +2,881 +5%
AIP
173
Ameritas Investment Partners
Nebraska
$4.3M -$97.5K -1,414 -2%
AAM
174
Auxier Asset Management
Oregon
$4.22M -$98.9K -1,435 -2%
Mariner
175
Mariner
Kansas
$4.2M +$223K +3,228 +6%

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.