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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
Deutsche Bank
176
Deutsche Bank
Germany
$2.23M -$17.6K -341 -0.8%
KCM
177
Kendall Capital Management
Maryland
$2.23M +$9.05K +175 +0.4%
SO
178
STRS Ohio
Ohio
$2.21M +$54.3K +1,049 +2%
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$2.2M -$367K -7,100 -14%
SOMRS
180
State of Michigan Retirement System
Michigan
$2.19M -$88K -1,700 -4%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$2.17M -$358K -6,929 -14%
GDP
182
Great Diamond Partners
Maine
$2.16M -$14.2K -275 -0.6%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$2.15M +$112K +2,156 +5%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$2.14M +$25.9K +500 +1%
SC
185
Savant Capital
Illinois
$2.13M +$34.9K +675 +2%
BF
186
BOK Financial
Oklahoma
$2.13M -$6.31K -122 -0.3%
BFM
187
Boston Financial Management
Massachusetts
$2.04M
NMIMC
188
Northwestern Mutual Investment Management Company
Wisconsin
$2.03M -$42.2K -816 -2%
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.02M -$39.2K -757 -2%
CA
190
CoreCap Advisors
Michigan
$2.01M -$61.2K -1,183 -3%
OAC
191
OMERS Administration Corp
Ontario, Canada
$2M +$2.03M +39,200 New
NMERB
192
New Mexico Educational Retirement Board
New Mexico
$1.95M
NFG
193
Nations Financial Group
Iowa
$1.94M -$21.9K -423 -1%
SWM
194
Sculati Wealth Management
Michigan
$1.94M +$120K +2,310 +6%
AAIS
195
ABN AMRO Investment Solutions
$1.93M -$623K -12,044 -24%
OPERF
196
Oregon Public Employees Retirement Fund
Oregon
$1.89M -$409K -7,900 -18%
NGA
197
Naples Global Advisors
Florida
$1.88M -$72.3K -1,397 -4%
ACP
198
Aviance Capital Partners
Florida
$1.86M -$99.8K -1,928 -5%
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$1.85M +$163K +3,143 +10%
ASN
200
Advisory Services Network
Georgia
$1.85M +$16.1K +312 +0.9%

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.