Unum
622 hedge funds and large institutions have $9.3B invested in Unum in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 226 increasing their positions, 219 reducing their positions, and 41 closing their positions.
120% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 41
13% more capital invested
Capital invested by funds: $8.25B → $9.3B (+$1.05B)
8% more funds holding
Funds holding: 577 → 622 (+45)
9% more call options, than puts
Call options by funds: $53.5M | Put options by funds: $49.2M
3% more repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 219
1.05% less ownership
Funds ownership: 85.27% → 84.22% (-1.1%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Voloridge Investment Management
Jupiter,
Florida
|
+$42.8M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$21.7M |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
+$17.6M |
| 4 |
GC
Gillson Capital
Chicago,
Illinois
|
+$17.1M |
| 5 |
HF
HRT Financial
New York
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$179M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$64.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$34.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$31.1M |
| 5 |
AssetMark Inc
Concord,
California
|
-$30.2M |
UNM Hedge Fund Activity: Q3 2024 in Review
622 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2024, worth a combined $9.3B — up 13% from $8.25B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new UNM positions and 41 closed out — a net gain of 49 holders — while 226 added to existing stakes and 219 trimmed.
The largest buyer was Voloridge Investment Management, adding an estimated $42.8M. The largest seller was Fidelity Investments, cutting an estimated $179M.
- 622 institutional investors held Unum (UNM) as of Q3 2024, up from 577 in Q2 2024.
- Funds reported $9.3B of Unum stock for Q3 2024, up 13% quarter-over-quarter.
- 90 funds opened new Unum positions in Q3 2024 and 41 closed out, a net change of +49 holders.
- The largest Unum buyer in Q3 2024 was Voloridge Investment Management, an estimated $42.8M added.
- The largest Unum seller in Q3 2024 was Fidelity Investments, an estimated $179M sold.
Based on aggregated 13F filings for Q3 2024.