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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
BF
201
BOK Financial
Oklahoma
$2.93M -$67.3K -976 -2%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$2.91M +$335K +4,859 +14%
SOMRS
203
State of Michigan Retirement System
Michigan
$2.91M -$55.2K -800 -2%
NFG
204
Nations Financial Group
Iowa
$2.87M +$82.6K +1,198 +3%
SWM
205
Sculati Wealth Management
Michigan
$2.84M +$13.8K +200 +0.5%
DCM
206
DGS Capital Management
New Jersey
$2.75M +$49.3K +715 +2%
NMIMC
207
Northwestern Mutual Investment Management Company
Wisconsin
$2.73M -$40.1K -581 -2%
COPPSERS
208
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.71M -$39.4K -571 -2%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$2.7M +$145K +2,105 +6%
NGA
210
Naples Global Advisors
Florida
$2.63M +$14K +203 +0.6%
DB
211
Danske Bank
Denmark
$2.61M -$77.6K -1,125 -3%
GDP
212
Great Diamond Partners
Maine
$2.61M -$12.5K -182 -0.5%
NMERB
213
New Mexico Educational Retirement Board
New Mexico
$2.54M -$231K -3,357 -9%
CIBC World Market
214
CIBC World Market
Ontario, Canada
$2.51M +$240K +3,485 +11%
OPERF
215
Oregon Public Employees Retirement Fund
Oregon
$2.5M -$25.6K -371 -1%
RWM
216
Ritholtz Wealth Management
New York
$2.5M +$43.9K +637 +2%
VF
217
Vest Financial
Virginia
$2.49M +$548K +7,944 +30%
AM
218
AGF Management
Ontario, Canada
$2.49M -$1.55M -22,494 -40%
MIC
219
Mubadala Investment Company
United Arab Emirates
$2.46M +$2.33M +33,726 New
AAIS
220
ABN AMRO Investment Solutions
$2.45M +$497K +7,206 +27%
Mirae Asset Global ETFs Holdings
221
Mirae Asset Global ETFs Holdings
Hong Kong
$2.44M +$40.6K +589 +2%
ASN
222
Advisory Services Network
Georgia
$2.42M -$209K -3,030 -8%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$2.42M -$95.3K -1,382 -4%
SGA
224
Strategic Global Advisors
California
$2.36M +$103K +1,488 +5%
HW
225
Hancock Whitney
Mississippi
$2.35M +$6.27K +91 +0.3%

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.