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725 hedge funds and large institutions have $12.6B invested in Unum in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 230 increasing their positions, 275 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 56

42% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $22.9M

12% more capital invested

Capital invested by funds: $11.3B → $12.6B (+$1.39B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 682725 (+43)

3.44% more ownership

Funds ownership: 84.38%87.82% (+3.4%)

16% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 275

Holders
725
Holders Change
+43
Holders Change %
+6.3%
% of All Funds
9.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
108
Increased
230
Reduced
275
Closed
56
Calls
$32.4M
Puts
$22.9M
Net Calls
+$9.54M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.65B -$22.5M -292,178 -1%
BlackRock
2
BlackRock
New York
$1.44B -$124M -1,614,849 -8%
Norges Bank
3
Norges Bank
Norway
$1.06B -$52.9M -686,828 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$600M -$82.9M -1,075,595 -13%
State Street
5
State Street
Massachusetts
$481M -$8.3M -107,727 -2%
First Trust Advisors
6
First Trust Advisors
Illinois
$474M +$317M +4,112,888 +241%
Charles Schwab
7
Charles Schwab
California
$474M +$20.4M +264,268 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$349M -$51.4M -666,387 -13%
Morgan Stanley
9
Morgan Stanley
New York
$280M -$26.1M -338,191 -9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$254M +$10.7M +138,764 +5%
LSV Asset Management
11
LSV Asset Management
Illinois
$223M +$310K +4,016 +0.1%
Invesco
12
Invesco
Georgia
$186M +$107M +1,387,139 +156%
AQR Capital Management
13
AQR Capital Management
Connecticut
$172M -$22.6M -292,997 -12%
DSC
14
Donald Smith & Co
New York
$158M -$41.1M -533,119 -22%
Northern Trust
15
Northern Trust
Illinois
$153M -$3.69M -47,884 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$153M -$1.38M -17,900 -0.9%
Victory Capital Management
17
Victory Capital Management
Texas
$135M +$14.8M +191,572 +13%
Goldman Sachs
18
Goldman Sachs
New York
$129M -$24.5M -317,316 -17%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$122M -$5.14M -66,724 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$115M +$512K +6,648 +0.5%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$115M -$4.13M -53,634 -4%
Allianz Asset Management
22
Allianz Asset Management
Germany
$112M +$8.72M +113,111 +9%
N
23
Nuveen
North Carolina
$93.3M -$5.89M -76,380 -6%
FGP
24
Freestone Grove Partners
California
$88.1M +$14.6M +189,834 +21%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$84.2M +$55.4M +719,152 +229%

UNM Hedge Fund Activity: Q1 2025 in Review

725 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2025, worth a combined $12.6B — up 12% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new UNM positions and 56 closed out — a net gain of 52 holders — while 230 added to existing stakes and 275 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $317M. The largest seller was BlackRock, cutting an estimated $124M.

  • 725 institutional investors held Unum (UNM) as of Q1 2025, up from 682 in Q4 2024.
  • Funds reported $12.6B of Unum stock for Q1 2025, up 12% quarter-over-quarter.
  • 108 funds opened new Unum positions in Q1 2025 and 56 closed out, a net change of +52 holders.
  • The largest Unum buyer in Q1 2025 was First Trust Advisors, an estimated $317M added.
  • The largest Unum seller in Q1 2025 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2025.