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697 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 265 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $8.82M

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

9% more capital invested

Capital invested by funds: $10.4B → $11.3B (+$934M)

8.97% more ownership

Funds ownership: 78.22%87.19% (+9%)

4% more funds holding

Funds holding: 672697 (+25)

24% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
8.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
108
Increased
202
Reduced
265
Closed
70
Calls
$34.8M
Puts
$8.82M
Net Calls
+$26M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.41B -$37.1M -485,363 -3%
BlackRock
2
BlackRock
New York
$1.32B -$27.5M -359,532 -2%
Norges Bank
3
Norges Bank
Norway
$1.11B +$1.09B +14,308,628 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$576M +$19.8M +259,229 +4%
Charles Schwab
5
Charles Schwab
California
$438M +$2.05M +26,753 +0.5%
State Street
6
State Street
Massachusetts
$413M -$13.5M -175,967 -3%
First Trust Advisors
7
First Trust Advisors
Illinois
$363M -$80.6M -1,053,858 -18%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$294M +$1.06M +13,832 +0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$254M -$8.8M -115,022 -3%
Morgan Stanley
10
Morgan Stanley
New York
$253M -$9.89M -129,277 -4%
LSV Asset Management
11
LSV Asset Management
Illinois
$207M -$5.15M -67,334 -2%
AQR Capital Management
12
AQR Capital Management
Connecticut
$167M -$14.2M -185,790 -8%
Victory Capital Management
13
Victory Capital Management
Texas
$139M -$29M -379,145 -17%
Northern Trust
14
Northern Trust
Illinois
$132M -$3.83M -50,082 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$129M -$9.22M -120,518 -7%
Invesco
16
Invesco
Georgia
$128M -$1.7M -22,193 -1%
WP
17
Woodline Partners
California
$109M +$57.2M +747,665 +112%
UBS Group
18
UBS Group
Switzerland
$105M +$5.27M +68,957 +5%
DSC
19
Donald Smith & Co
New York
$102M -$35.5M -464,757 -26%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$96.9M +$3.82M +50,000 +4%
Goldman Sachs
21
Goldman Sachs
New York
$96.7M -$20.1M -262,268 -17%
Allianz Asset Management
22
Allianz Asset Management
Germany
$89.5M -$104M -1,361,364 -54%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$87.6M +$4.26M +55,705 +5%
N
24
Nuveen
North Carolina
$86.6M -$3.9M -50,975 -4%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$83.9M -$26.2M -342,118 -24%