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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B -$12.7M -245,701 -1%
BlackRock
2
BlackRock
New York
$988M -$13.8M -267,126 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$831M +$21.1M +407,063 +3%
Norges Bank
4
Norges Bank
Norway
$748M +$68M +1,313,708 +10%
State Street
5
State Street
Massachusetts
$311M -$5.18M -100,195 -2%
Charles Schwab
6
Charles Schwab
California
$278M -$350K -6,770 -0.1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$271M -$821K -15,874 -0.3%
Morgan Stanley
8
Morgan Stanley
New York
$206M -$10.7M -207,681 -5%
AQR Capital Management
9
AQR Capital Management
Connecticut
$171M -$19.9M -383,849 -10%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$169M +$8.18M +158,069 +5%
DSC
11
Donald Smith & Co
New York
$159M -$28.7M -554,811 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$158M +$1.89M +36,597 +1%
LSV Asset Management
13
LSV Asset Management
Illinois
$144M -$4.44M -85,800 -3%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$119M -$32.6M -629,194 -21%
Goldman Sachs
15
Goldman Sachs
New York
$114M +$16.5M +319,447 +17%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$111M -$578K -11,177 -0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$76.2M -$9.93M -191,979 -11%
Invesco
18
Invesco
Georgia
$74.2M +$4.09M +79,067 +6%
Northern Trust
19
Northern Trust
Illinois
$73M +$6.31M +121,925 +9%
First Trust Advisors
20
First Trust Advisors
Illinois
$68.5M +$5.63M +108,778 +9%
N
21
Nuveen
North Carolina
$62M +$1.84M +35,656 +3%
ProShare Advisors
22
ProShare Advisors
Maryland
$61.7M +$29.6M +571,436 +90%
AssetMark Inc
23
AssetMark Inc
California
$61.1M -$33.7K -652 -0.1%
Victory Capital Management
24
Victory Capital Management
Texas
$57.2M +$22.4M +432,240 +63%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$53.4M -$15.1M -291,200 -22%

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.