Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNUM GROUP (UNM)

665 + Investors. Track Smart Money conviction in UNM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — UNM

Based on 651 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UNM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
651 funds currently hold this stock — 94% of the 3.0-year high of 694 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UNM is almost the same as a year ago (+3 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

298 buying340 selling
Last quarter: 340 funds reduced or exited vs 298 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+46 vs last Q)

new funds entering per quarter
Funds opening a new UNM position: 105 → 79 → 56 → 102. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 21% medium ■ 14% new
419 out of 651 hedge funds have held UNM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~102 new funds/quarter

107 → 105 → 79 → 56 → 102 new funds/Q
New funds entering each quarter: 105 → 79 → 56 → 102. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 665 current holders: 454 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
41 of 651 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in UNM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: UNM

How many hedge funds hold UNM — quarterly history vs. share price
Quarterly hedge fund ownership of UNM vs. share price

Market Analysis: UNM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UNM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

79 top-rated funds 3 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: UNM
2026 Q1 Stats Unlock in 11 days 665 + Investors

Track Smart Money conviction in UNM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 665 651 2.15%
13F Shares 144M 132M 9.19%
Total Value $11.11B $10.22B 8.77%
New Positions 102 56 +46
Increased Positions 216 215 +1
Closed Positions 87 117 -30
Reduced Positions 275 310 -35
Total Calls 11 13 -15.38%
Total Puts 6 8 -25.0%
PUT/CALL Ratio 0.55 0.62 Bullish

Statistics: UNM

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

665 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UNM. Verified SEC 13F-HR filings.

Top 25 institutional holders of UNM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Barnett & Company, Inc. 6.93% 122,063 $8.9M
2 GRACE & WHITE INC /NY 6.30% 488,230 $35.7M
3 Silver Lake Advisory, LLC 2.13% 73,595 $5.4M
4 FULCRUM WEALTH ADVISORS, LLC 1.52% 25,197 $1.8M
5 apricus wealth, LLC 1.37% 38,415 $2.8M
6 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1.20% 29,600 $2.2M
7 Parrish Capital LLC 0.98% 13,919 $1.1M
8 Sculati Wealth Management, LLC 0.97% 35,901 $2.6M
9 LECAP ASSET MANAGEMENT LTD 0.76% 27,734 $2.0M
10 DMC Group, LLC 0.57% 11,529 $842K
11 WEDGE CAPITAL MANAGEMENT L L P/NC 0.56% 418,832 $30.6M
12 VIKING FUND MANAGEMENT LLC 0.52% 70,000 $5.1M
13 Waterfront Wealth Inc. 0.50% 37,387 $2.7M
14 Kendall Capital Management 0.50% 33,332 $2.4M
15 NewSquare Capital LLC 0.50% 78,267 $5.7M
16 BTC Capital Management, Inc. 0.50% 100,186 $7.3M
17 FOSTER & MOTLEY INC 0.47% 123,907 $9K
18 Total Wealth Planning & Management, Inc. 0.43% 7,993 $584K
19 DGS Capital Management, LLC 0.41% 34,512 $2.5M
20 CPC Advisors, LLC 0.35% 29,427 $2.1M
21 Vest Financial, LLC 0.35% 393,710 $28.8M
22 Neumann Capital Management, LLC 0.35% 16,041 $1.2M
23 Investors Research Corp 0.33% 23,401 $1.7M
24 HHM Wealth Advisors, LLC 0.26% 31,331 $2.3M
25 Livforsakringsbolaget Skandia, Omsesidigt 0.26% 92,700 $6.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UNUM GROUP (UNM)

What does the Smart Money Trend signal show for UNM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UNM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UNM?

More sellers than buyers — 47% buying: Last quarter: 340 funds reduced or exited vs 298 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UNM holders?

Elite ownership — 56% AUM from top-100 funds: 41 of 651 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in UNM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UNM?

64% of holders stayed for 2+ years: 419 out of 651 hedge funds have held UNM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.