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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
Caisse de Depot et Placement du Quebec (CDPQ)
176
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.31M +$3.02M +55,692 New
ASRS
177
Arizona State Retirement System
Arizona
$3.24M +$49.7K +915 +2%
Mariner
178
Mariner
Kansas
$3.22M +$108K +1,997 +4%
Bank of Nova Scotia
179
Bank of Nova Scotia
Ontario, Canada
$3.14M -$12.1K -223 -0.4%
PHK
180
Point72 Hong Kong
Hong Kong
$3M +$2.54M +46,719 +1,249%
Handelsbanken Fonder
181
Handelsbanken Fonder
Sweden
$2.96M +$364K +6,700 +16%
AIM
182
Anchor Investment Management
South Carolina
$2.94M
LSERS
183
Louisiana State Employees Retirement System
Louisiana
$2.82M -$163K -3,000 -6%
BCM
184
Bridgeway Capital Management
Texas
$2.75M
SC
185
Savant Capital
Illinois
$2.73M +$226K +4,154 +10%
SO
186
STRS Ohio
Ohio
$2.68M +$96.7K +1,781 +4%
WW
187
Waterfront Wealth
Kansas
$2.63M +$468K +8,617 +25%
OAC
188
OMERS Administration Corp
Ontario, Canada
$2.61M +$255K +4,700 +12%
KCM
189
Kendall Capital Management
Maryland
$2.59M +$2.44K +45 +0.1%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$2.59M -$222K -4,084 -8%
CA
191
CoreCap Advisors
Michigan
$2.53M +$175K +3,228 +8%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$2.48M -$17.9K -329 -0.8%
BF
193
BOK Financial
Oklahoma
$2.48M +$5.7K +105 +0.3%
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$2.47M -$49.1K -905 -2%
A
195
AlphaQuest
New York
$2.46M -$720K -13,253 -24%
CAM
196
Cresset Asset Management
Illinois
$2.45M +$337K +6,197 +18%
SOMRS
197
State of Michigan Retirement System
Michigan
$2.41M -$125K -2,300 -5%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$2.39M -$84.7K -1,560 -4%
BFM
199
Boston Financial Management
Massachusetts
$2.38M
CCIA
200
Campbell & Co Investment Adviser
Maryland
$2.32M +$382K +7,035 +22%

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.