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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
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$4.19M -$103K -1,491 -3%
JFG
177
Jefferies Financial Group
New York
$4.17M +$3.93M +57,051 New
BCM
178
BTC Capital Management
Iowa
$4.16M -$1.35M -19,576 -26%
TRSOTSOK
179
Teachers Retirement System of the State of Kentucky
Kentucky
$4.14M -$182K -2,640 -4%
CAMG
180
CWA Asset Management Group
Florida
$4.03M +$2.19M +31,783 +136%
BPIM
181
Brant Point Investment Management
New York
$4.02M +$3.79M +55,000 New
State of New Jersey Common Pension Fund D
182
State of New Jersey Common Pension Fund D
New Jersey
$3.98M -$164K -2,385 -4%
KBC Group
183
KBC Group
Belgium
$3.89M +$3.34M +48,437 +1,003%
Nomura Holdings
184
Nomura Holdings
Japan
$3.81M +$3.6M +52,164 New
MCM
185
Massar Capital Management
Connecticut
$3.77M +$3.56M +51,691 New
ASRS
186
Arizona State Retirement System
Arizona
$3.74M -$228K -3,313 -6%
AIM
187
Anchor Investment Management
South Carolina
$3.61M
SO
188
STRS Ohio
Ohio
$3.58M +$269K +3,897 +9%
LSERS
189
Louisiana State Employees Retirement System
Louisiana
$3.4M -$55.2K -800 -2%
SC
190
Savant Capital
Illinois
$3.38M +$32.8K +476 +1%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$3.33M +$108K +1,568 +4%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$3.31M +$245K +3,554 +9%
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$3.3M -$317K -4,600 -9%
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$3.2M +$159K +2,311 +6%
KCM
195
Kendall Capital Management
Maryland
$3.11M -$76.2K -1,105 -3%
CA
196
CoreCap Advisors
Michigan
$3.05M -$54K -784 -2%
ACP
197
Aviance Capital Partners
Florida
$3.02M +$267K +3,870 +10%
FC
198
FORA Capital
Florida
$2.97M +$2.8M +40,655 New
Credit Agricole
199
Credit Agricole
France
$2.95M +$1.68M +24,299 +151%
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$2.94M

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.