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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5B +$110M +1,596,078 +8%
BlackRock
2
BlackRock
New York
$1.41B +$22.4M +325,373 +2%
Norges Bank
3
Norges Bank
Norway
$1B -$51.1M -741,891 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$617M -$312M -4,523,552 -35%
State Street
5
State Street
Massachusetts
$439M +$2.37M +34,321 +0.6%
Charles Schwab
6
Charles Schwab
California
$405M +$3.57M +51,744 +0.9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$362M -$5.85M -84,921 -2%
Morgan Stanley
8
Morgan Stanley
New York
$276M +$766K +11,108 +0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$218M -$2.96M -42,996 -1%
LSV Asset Management
10
LSV Asset Management
Illinois
$200M -$4.64M -67,236 -2%
DSC
11
Donald Smith & Co
New York
$180M -$31M -449,593 -15%
AQR Capital Management
12
AQR Capital Management
Connecticut
$179M -$24.2M -351,045 -13%
Northern Trust
13
Northern Trust
Illinois
$141M +$33.2M +480,926 +33%
Goldman Sachs
14
Goldman Sachs
New York
$139M -$17.8M -258,334 -12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$138M -$5.51M -79,966 -4%
First Trust Advisors
16
First Trust Advisors
Illinois
$125M +$15.7M +227,644 +15%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$125M -$89.2M -1,293,818 -43%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$114M +$108M +1,560,488 New
Nordea Investment Management
19
Nordea Investment Management
Sweden
$109M -$53.8M -780,828 -34%
Victory Capital Management
20
Victory Capital Management
Texas
$107M +$19.1M +276,655 +23%
ZIG
21
Zurich Insurance Group
Switzerland
$105M +$99.3M +1,440,490 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$103M -$277K -4,019 -0.3%
Allianz Asset Management
23
Allianz Asset Management
Germany
$92.4M +$27M +392,191 +45%
UBS Group
24
UBS Group
Switzerland
$91.5M +$58.7M +852,122 +213%
N
25
Nuveen
North Carolina
$89.2M +$1.69M +24,461 +2%

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.