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725 hedge funds and large institutions have $12.6B invested in Unum in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 230 increasing their positions, 275 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 56

42% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $22.9M

12% more capital invested

Capital invested by funds: $11.3B → $12.6B (+$1.39B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 682725 (+43)

3.44% more ownership

Funds ownership: 84.38%87.82% (+3.4%)

16% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 275

Holders
725
Holders Change
+43
Holders Change %
+6.3%
% of All Funds
9.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
108
Increased
230
Reduced
275
Closed
56
Calls
$32.4M
Puts
$22.9M
Net Calls
+$9.54M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
176
ABN AMRO Investment Solutions
$4.91M +$2.06M +26,729 +80%
PFSRSONJ
177
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.91M +$61.8K +802 +1%
YCM
178
Yousif Capital Management
Michigan
$4.88M -$212K -2,751 -4%
IP
179
Interval Partners
New York
$4.72M +$2.83M +36,676 +172%
AAM
180
Auxier Asset Management
Oregon
$4.7M -$1.93K -25 -0%
TRSOTSOK
181
Teachers Retirement System of the State of Kentucky
Kentucky
$4.62M
KK
182
KLP Kapitalforvaltning
Norway
$4.59M -$455K -5,900 -9%
Osaic Holdings
183
Osaic Holdings
Arizona
$4.51M -$1.33M -17,290 -24%
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$4.3M -$3.12M -40,464 -43%
AIP
185
Ameritas Investment Partners
Nebraska
$4.21M -$551K -7,146 -12%
ASRS
186
Arizona State Retirement System
Arizona
$4.05M -$112K -1,457 -3%
Capital Fund Management (CFM)
187
Capital Fund Management (CFM)
France
$4.05M +$2.62M +33,972 +215%
AIM
188
Anchor Investment Management
South Carolina
$4.02M
PE
189
Point72 Europe
United Kingdom
$4.02M +$3.81M +49,400 New
State of New Jersey Common Pension Fund D
190
State of New Jersey Common Pension Fund D
New Jersey
$4M -$413K -5,352 -10%
LIP
191
Lighthouse Investment Partners
Florida
$3.94M -$7.88M -102,251 -68%
Squarepoint
192
Squarepoint
New York
$3.93M +$1.7M +22,040 +84%
Envestnet Asset Management
193
Envestnet Asset Management
Illinois
$3.85M -$2.45M -31,818 -40%
Deutsche Bank
194
Deutsche Bank
Germany
$3.82M -$18.5M -240,365 -84%
LSERS
195
Louisiana State Employees Retirement System
Louisiana
$3.75M -$46.3K -600 -1%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$3.75M +$25.7K +334 +0.7%
Handelsbanken Fonder
197
Handelsbanken Fonder
Sweden
$3.68M
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$3.64M +$71.8K +931 +2%
RWM
199
Ritholtz Wealth Management
New York
$3.43M +$616K +7,990 +23%
KCM
200
Kendall Capital Management
Maryland
$3.4M -$57K -740 -2%

UNM Hedge Fund Activity: Q1 2025 in Review

725 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2025, worth a combined $12.6B — up 12% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new UNM positions and 56 closed out — a net gain of 52 holders — while 230 added to existing stakes and 275 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $317M. The largest seller was BlackRock, cutting an estimated $124M.

  • 725 institutional investors held Unum (UNM) as of Q1 2025, up from 682 in Q4 2024.
  • Funds reported $12.6B of Unum stock for Q1 2025, up 12% quarter-over-quarter.
  • 108 funds opened new Unum positions in Q1 2025 and 56 closed out, a net change of +52 holders.
  • The largest Unum buyer in Q1 2025 was First Trust Advisors, an estimated $317M added.
  • The largest Unum seller in Q1 2025 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2025.