Unum Group hedge fund holdings
UNMNYSE$89.93+1.36 (+1.54%)as of Oct 5, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
UNM · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+14.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 224 | 204 | $841M | $1.03B | 687 | Aug 14, 2025 |
| Q3 2025 | 172 | 256 | $661M | $1.09B | 639 | Nov 14, 2025 |
| Q4 2025 | 174 | 190 | $765M | $939M | 655 | Feb 14, 2026 |
| Q1 2026 | 209 | 204 | $825M | $1.1B | 660 | May 15, 2026 |
| Q2 2026 | 282 | 187 | $1.14B | $913M | 715 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
715 filersNew position
93$247M+2.76M sh
Increased
189$893M+9.99M sh
Reduced
148-$872M-9.76M sh
Out / sold
39-$40.7M-455K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | Reduce 67.50% | -$121M | $58.1M | 0.08% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 41.52% | -$121M | $170M | 0.10% | Aug 11, 2026 |
| TOMS Capital Investment Management LP | New Buy | +$114M | $114M | 2.44% | Aug 14, 2026 |
| Algebris (Uk) Ltd | Reduce 57.92% | -$48.7M | $35.4M | 2.33% | Aug 11, 2026 |
| Epoch Investment Partners, Inc. | New Buy | +$38.9M | $38.9M | 0.22% | Aug 13, 2026 |
| Gillson Capital LP | Reduce 53.16% | -$17.7M | $15.6M | 0.92% | Aug 14, 2026 |
| Capital Fund Management S.A. | Added 379.32% | +$17.4M | $22M | 0.10% | Aug 13, 2026 |
| Swedbank AB | Added 38.30% | +$17M | $61.3M | 0.05% | Jul 15, 2026 |
| Freestone Grove Partners LP | Added 45.55% | +$15.4M | $49.1M | 0.32% | Aug 14, 2026 |
| LSV Asset Management | Reduce 6.58% | -$15.2M | $216M | 0.39% | Aug 6, 2026 |
| Vest Financial, LLC | Reduce 41.84% | -$14.7M | $20.5M | 0.21% | Jul 24, 2026 |
| Nordea Investment Management AB | Reduce 11.97% | -$11.7M | $85.9M | 0.07% | Aug 5, 2026 |
| Zurich Insurance Group Ltd | Added 22.31% | +$11.3M | $61.8M | 0.43% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 16.16% | +$10.9M | $78.3M | 0.09% | Aug 13, 2026 |
| IFG Advisory, LLC | New Buy | +$10.3M | $10.3M | 0.36% | Aug 14, 2026 |
| Capitolis Liquid Global Markets LLC | New Buy | +$10.2M | $10.2M | 0.04% | Aug 13, 2026 |
| Prana Capital Management, LP | Added 447.18% | +$9.17M | $11.2M | 0.34% | Aug 14, 2026 |
| Van Eck Associates Corp | Sell 100% | -$9.1M | $0 | 0.00% | Aug 14, 2026 |
| Canada Pension Plan Investment Board | Added 11.97% | +$8.99M | $84.1M | 0.05% | Aug 14, 2026 |
| Barnett & Company, Inc. | Reduce 81.06% | -$8.85M | $2.07M | 1.53% | Aug 12, 2026 |
| Hancock Whitney Corp | Added 211.17% | +$7.97M | $11.7M | 0.20% | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Reduce 15.01% | -$7.84M | $44.4M | 0.07% | Aug 14, 2026 |
| IMC-Chicago, LLC | New Buy | +$7.62M | $7.62M | 0.00% | Aug 6, 2026 |
| Caisse de depot et placement du Quebec | Added 328.57% | +$7.4M | $9.66M | 0.01% | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | Reduce 95.01% | -$7.02M | $369K | 0.02% | Aug 13, 2026 |
| Wellington Management Group LLP | Reduce 21.07% | -$6.86M | $25.7M | 0.00% | Aug 14, 2026 |
| Hennessy Advisors Inc | Sell 100% | -$6.54M | $0 | 0.00% | Jul 16, 2026 |
| Retirement Systems of Alabama | Reduce 20.03% | -$6.16M | $24.6M | 0.07% | Jul 28, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Sell 100% | -$5.69M | $0 | 0.00% | Aug 13, 2026 |
| Voloridge Investment Management, LLC | Reduce 24.28% | -$5.32M | $16.6M | 0.07% | Aug 14, 2026 |
| Mizuho Markets Americas LLC | New Buy | +$4.04M | $4.04M | 0.06% | Jul 24, 2026 |
| Illinois Municipal Retirement Fund | Reduce 60.49% | -$3.62M | $2.37M | 0.03% | Aug 12, 2026 |
| Jain Global LLC | Added 6.50% | +$3.46M | $56.7M | 0.22% | Aug 14, 2026 |
| TD Private Client Wealth LLC | Added 14140.81% | +$3.44M | $3.46M | 0.06% | Aug 4, 2026 |
| South Dakota Investment Council | Reduce 20.06% | -$3.04M | $12.1M | 0.21% | Aug 11, 2026 |
| Edgestream Partners, L.P. | New Buy | +$2.69M | $2.69M | 0.08% | Aug 11, 2026 |
| Gotham Asset Management, LLC | New Buy | +$2.61M | $2.61M | 0.01% | Aug 14, 2026 |
| Wedge Capital Management L L P | Reduce 6.80% | -$2.55M | $34.9M | 0.58% | Jul 10, 2026 |
| Qsemble Capital Management, LP | Added 112.03% | +$2.32M | $4.38M | 0.56% | Aug 3, 2026 |
| Graham Capital Management, L.P. | Added 706.70% | +$2.29M | $2.62M | 0.05% | Aug 14, 2026 |
| Interval Partners, LP | Reduce 8.10% | -$2.25M | $25.5M | 0.66% | Aug 14, 2026 |
| FORA Capital, LLC | Sell 100% | -$2.06M | $0 | 0.00% | Aug 13, 2026 |
| Machina Capital S.A.S. | Added 717.33% | +$1.95M | $2.23M | 0.35% | Aug 10, 2026 |
| FJ Capital Management LLC | Sell 100% | -$1.92M | $0 | 0.00% | Aug 14, 2026 |
| Fulcrum Wealth Advisors, LLC | Reduce 84.68% | -$1.91M | $345K | 0.26% | Jul 21, 2026 |
| Bridgewater Associates, LP | Reduce 8.37% | -$1.85M | $20.3M | 0.08% | Aug 14, 2026 |
| Genus Capital Management Inc. | New Buy | +$1.82M | $1.82M | 0.18% | Jul 29, 2026 |
| Axq Capital, LP | Added 266.26% | +$1.81M | $2.5M | 0.27% | Aug 6, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | Reduce 21.90% | -$1.81M | $6.47M | 0.21% | Aug 18, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Reduce 66.10% | -$1.7M | $870K | 0.00% | Aug 6, 2026 |
| Convergence Investment Partners, LLC | New Buy | +$1.64M | $1.64M | 0.16% | Jul 31, 2026 |
| Jefferies Financial Group Inc. | Reduce 64.24% | -$1.54M | $857K | 0.01% | Aug 17, 2026 |
| Empowered Funds, LLC | Reduce 65.02% | -$1.52M | $817K | 0.00% | Aug 17, 2026 |
| Burney Co/ | Reduce 48.34% | -$1.5M | $1.6M | 0.04% | Jul 15, 2026 |
| Dockside LLC | New Buy | +$1.46M | $1.46M | 0.34% | Aug 3, 2026 |
| Numerai GP LLC | Reduce 30.34% | -$1.36M | $3.13M | 0.26% | Aug 14, 2026 |
| Vestcor Inc | Reduce 76.82% | -$1.25M | $378K | 0.01% | Aug 11, 2026 |
| JSF Financial, LLC | New Buy | +$1.22M | $1.22M | 0.19% | Jul 28, 2026 |
| Cary Street Partners Financial LLC | New Buy | +$1.18M | $1.18M | 0.03% | Jul 17, 2026 |
| Neumann Capital Management, LLC | Sell 100% | -$1.17M | $0 | 0.00% | Jul 13, 2026 |
| Lecap Asset Management Ltd | Reduce 43.85% | -$1.09M | $1.39M | 0.60% | Jul 30, 2026 |
| iSAM Funds (UK) Ltd | Sell 100% | -$1.06M | $0 | 0.00% | Aug 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | New Buy | +$1.03M | $1.03M | 0.00% | Aug 13, 2026 |
| Elo Mutual Pension Insurance Co | New Buy | +$1.03M | $1.03M | 0.01% | Aug 13, 2026 |
| Catalyst Funds Management Pty Ltd | Added 54.01% | +$881K | $2.51M | 0.14% | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | Reduce 51.63% | -$872K | $817K | 0.00% | Jul 29, 2026 |
| Fieldview Capital Management, LLC | Reduce 60.07% | -$850K | $565K | 0.16% | Aug 14, 2026 |
| 111 Capital | Added 246.95% | +$840K | $1.18M | 0.20% | Aug 5, 2026 |
| Aster Capital Management (DIFC) Ltd | New Buy | +$832K | $832K | 0.18% | Aug 14, 2026 |
| Employees Retirement System of Texas | Added 515.62% | +$806K | $962K | 0.01% | Aug 14, 2026 |
| Diversified Trust Co | Added 265.79% | +$788K | $1.08M | 0.02% | Jul 17, 2026 |
| Ethic Inc. | Added 34.23% | +$765K | $3M | 0.04% | Jul 29, 2026 |
| Frec Markets, Inc. | Added 190.30% | +$756K | $1.15M | 0.10% | Aug 13, 2026 |
| Ci Investments Inc. | Reduce 10.10% | -$735K | $6.54M | 0.02% | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | New Buy | +$732K | $732K | 0.00% | Aug 14, 2026 |
| GWN Securities Inc. | New Buy | +$708K | $708K | 0.12% | Aug 5, 2026 |
| Gateway Investment Advisers LLC | Added 3.47% | +$707K | $21.1M | 0.21% | Jul 20, 2026 |
| Baird Financial Group, Inc. | Added 107.37% | +$695K | $1.34M | 0.00% | Aug 12, 2026 |
| &Partners | Added 53.40% | +$686K | $1.97M | 0.01% | Aug 14, 2026 |
| G2 Capital Management, LLC / Oh | Sell 100% | -$683K | $0 | 0.00% | Aug 11, 2026 |
| Ethos Financial Group, LLC | New Buy | +$591K | $591K | 0.04% | Aug 7, 2026 |
| SummitTX Capital, L.P. | Reduce 22.79% | -$589K | $2M | 0.05% | Aug 14, 2026 |
| Tidal Investments LLC | Added 87.04% | +$585K | $1.26M | 0.00% | Aug 13, 2026 |
| Abacus Wealth Partners, LLC | Reduce 71.86% | -$583K | $228K | 0.02% | Jul 22, 2026 |
| State of Alaska, Department of Revenue | Reduce 9.35% | -$562K | $5.45M | 0.05% | Jul 20, 2026 |
| Vestmark Advisory Solutions, Inc. | New Buy | +$546K | $546K | 0.01% | Aug 14, 2026 |
| Elevation Point Wealth Partners, LLC | New Buy | +$526K | $526K | 0.01% | Aug 12, 2026 |
| Caxton Associates LLP | Added 19.99% | +$496K | $2.98M | 0.06% | Aug 14, 2026 |
| Pinebridge Investments LLC | Added 80.42% | +$491K | $1.1M | 0.01% | Aug 14, 2026 |
| Catalyst Financial Partners LLC | New Buy | +$469K | $469K | 0.05% | Jul 30, 2026 |
| Bailard, Inc. | Added 25.77% | +$432K | $2.11M | 0.04% | Jul 30, 2026 |
| Integrity Alliance, LLC. | Sell 100% | -$417K | $0 | 0.00% | Jul 31, 2026 |
| Caprock Group, LLC | Added 30.90% | +$416K | $1.76M | 0.03% | Jul 27, 2026 |
| Farringdon Capital, Ltd. | Sell 100% | -$415K | $0 | 0.00% | Aug 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 49.81% | -$409K | $412K | 0.04% | Jul 16, 2026 |
| AlphaGrep UK Ltd | Sell 100% | -$408K | $0 | 0.00% | Aug 14, 2026 |
| Viewpoint Investment Partners Corp | New Buy | +$402K | $402K | 0.14% | Jul 16, 2026 |
| Yousif Capital Management, LLC | Reduce 8.98% | -$379K | $3.84M | 0.04% | Jul 16, 2026 |
| Bridgefront Capital, LLC | Added 89.08% | +$373K | $791K | 0.21% | Aug 14, 2026 |
| Park Capital Management, LLC / WI | New Buy | +$354K | $354K | 0.21% | Jul 13, 2026 |