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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
DCM
201
DGS Capital Management
New Jersey
$1.81M +$39.6K +765 +2%
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$1.79M -$18.2K -351 -1%
CAM
203
Cresset Asset Management
Illinois
$1.79M +$330K +6,385 +22%
IRC
204
Investors Research Corp
Georgia
$1.77M
VI
205
Vestcor Inc
New Brunswick, Canada
$1.77M -$281K -5,429 -14%
RWM
206
Ritholtz Wealth Management
New York
$1.75M -$227K -4,381 -11%
WW
207
Waterfront Wealth
Kansas
$1.74M +$189K +3,658 +12%
DB
208
Danske Bank
Denmark
$1.73M -$275K -5,317 -14%
HW
209
Hancock Whitney
Mississippi
$1.7M -$286K -5,520 -14%
Pacer Advisors
210
Pacer Advisors
Pennsylvania
$1.67M +$276K +5,326 +19%
CCIA
211
Campbell & Co Investment Adviser
Maryland
$1.64M +$775K +14,978 +88%
SGA
212
Strategic Global Advisors
California
$1.59M +$29.6K +573 +2%
FMWA
213
Forvis Mazars Wealth Advisors
Missouri
$1.58M -$38.5K -745 -2%
CGH
214
Crossmark Global Holdings
Texas
$1.54M -$69.6K -1,346 -4%
CIBC World Market
215
CIBC World Market
Ontario, Canada
$1.53M +$142K +2,745 +10%
PAG
216
Private Advisor Group
New Jersey
$1.51M +$22.6K +437 +2%
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$1.47M +$250K +4,823 +20%
IIM
218
INTECH Investment Management
Florida
$1.46M +$1.22M +23,573 +468%
RIM
219
Redwood Investment Management
Arizona
$1.44M +$1.41M +27,293 New
NSEDCP
220
NJ State Employees Deferred Compensation Plan
New Jersey
$1.43M
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$1.43M -$10.9K -211 -0.7%
Natixis Advisors
222
Natixis Advisors
Massachusetts
$1.4M +$45.2K +873 +3%
GCP
223
GSA Capital Partners
United Kingdom
$1.37M +$867K +16,752 +166%
Mirae Asset Global ETFs Holdings
224
Mirae Asset Global ETFs Holdings
Hong Kong
$1.33M +$1.35M +26,082 New
DBIA
225
Dumont & Blake Investment Advisors
New Jersey
$1.32M +$671K +12,962 +101%

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.