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672 hedge funds and large institutions have $10.4B invested in Unum in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 208 increasing their positions, 302 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $60.8M | Put options by funds: $41.8M

8% less funds holding

Funds holding: 734672 (-62)

8.9% less ownership

Funds ownership: 87.12%78.22% (-8.9%)

16% less capital invested

Capital invested by funds: $12.3B → $10.4B (-$1.91B)

31% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 302

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

49% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 107

Holders
672
Holders Change
-62
Holders Change %
-8.45%
% of All Funds
8.82%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
55
Increased
208
Reduced
302
Closed
107
Calls
$60.8M
Puts
$41.8M
Net Calls
+$19M
Net Calls Change
+$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.45B -$36.1M -481,251 -3%
BlackRock
2
BlackRock
New York
$1.35B -$65.8M -878,074 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$558M +$35.1M +468,456 +7%
First Trust Advisors
4
First Trust Advisors
Illinois
$446M +$16.7M +223,095 +4%
Charles Schwab
5
Charles Schwab
California
$438M -$5.02M -66,977 -1%
State Street
6
State Street
Massachusetts
$428M -$13.6M -182,137 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$294M +$13.4M +179,401 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$267M +$3.41M +45,461 +1%
Morgan Stanley
9
Morgan Stanley
New York
$264M -$36.2M -483,372 -12%
LSV Asset Management
10
LSV Asset Management
Illinois
$213M -$629K -8,394 -0.3%
Allianz Asset Management
11
Allianz Asset Management
Germany
$196M +$73.4M +978,937 +64%
AQR Capital Management
12
AQR Capital Management
Connecticut
$182M +$45.5M +607,684 +35%
Victory Capital Management
13
Victory Capital Management
Texas
$169M -$1.86M -24,810 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$139M -$4.06M -54,198 -3%
DSC
15
Donald Smith & Co
New York
$138M -$1.95M -25,997 -1%
Northern Trust
16
Northern Trust
Illinois
$137M -$4.7M -62,690 -3%
Invesco
17
Invesco
Georgia
$130M -$37.4M -499,103 -23%
Goldman Sachs
18
Goldman Sachs
New York
$117M -$1.11M -14,844 -1%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$110M -$4.58M -61,167 -4%
UBS Group
20
UBS Group
Switzerland
$100M +$4.85M +64,681 +5%
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$93.3M +$5.62M +75,000 +7%
N
22
Nuveen
North Carolina
$90.8M +$3.12M +41,702 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$83.5M -$32.4M -431,761 -29%
Millennium Management
24
Millennium Management
New York
$82.8M +$720K +9,608 +0.9%
Two Sigma Investments
25
Two Sigma Investments
New York
$67.2M +$36.3M +484,107 +127%