Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unum Group (UNM)

692 + 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
↑ +5
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — UNM

Based on 696 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
696 hedge funds hold UNM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
29 fewer hedge funds hold UNM compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

355 buying336 selling
Last quarter: 355 funds bought or added vs 336 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 81 → 60 → 110 → 94. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new
440 out of 696 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.
📈

Growing discovery — still being found

115 → 81 → 60 → 110 → 94 new funds/Q
New funds entering each quarter: 81 → 60 → 110 → 94. A growing number of institutions are discovering UNM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 711 current holders: 484 (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 — 42% AUM from top-100 funds

42% from top-100 AUM funds
54 of 696 holders are among the 100 largest funds by AUM, controlling 42% 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.

Institutional Sentiment Summary — UNM

In 2026 Q1, 355 hedge funds were net buyers of UNM (94 opened a new position, 261 added to an existing one), while 336 reduced or exited (247 trimmed, 89 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 42% of total institutional value in UNM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 696.

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.

Is It Too Late to Buy Unum Group (UNM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UNM has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 73d ago
UNM
+27.0%
XLF
+6.6%

UNM outperformed XLF by +20.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
UNM
+13.6%
XLF
+3.0%

Since the filing became public, UNM outperformed XLF by +10.6% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

42 top-rated funds 2 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: UNM
692 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 692 691 0.14%
13F Shares 127M 146M -12.91%
Total Value $8.88B $11.23B -20.92%
New Positions 93 110 -17
Increased Positions 258 201 +57
Closed Positions 92 87 +5
Reduced Positions 238 262 -24
Total Calls 9 11 -18.18%
Total Puts 9 6 50.0%
PUT/CALL Ratio 1.0 0.55 Neutral

Statistics: UNM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

692 + investors

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

QUARTER:
Top 25 UNM holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Algebris (uk) Ltd 4.98% 944,320 $68.8M
4 Silver Lake Advisory, LLC 2.13% 73,595 $5.4M
5 McGowan Group Asset Management, Inc. 1.75% 188,606 $13.8M
6 Donald Smith & CO., INC. 1.74% 1,327,932 $97.0M
7 Weaver C. Barksdale & Associates, Inc. 1.58% 22,728 $1.7M
8 New Vernon Investment Management LLC 1.54% 19,796 $1.4M
9 Fulcrum Wealth Advisors, LLC 1.52% 25,197 $1.8M
10 apricus wealth, LLC 1.37% 38,415 $2.8M
11 Klein Pavlis & Peasley Financial, INC. 1.20% 29,600 $2.2M
12 Calydon Capital 1.04% 87,501 $6.4M
13 Parrish Capital LLC 0.98% 13,919 $1.1M
14 Sculati Wealth Management, LLC 0.97% 35,901 $2.6M
15 Boxwood Ventures, Inc. 0.81% 10,412 $760K
16 Lecap Asset Management Ltd 0.76% 27,734 $2.0M
17 Keynote Financial Services LLC 0.68% 17,441 $1.3M
18 Dockside LLC 0.64% 34,825 $2.5M
19 Moore Capital Management, LP 0.64% 428,100 $31.3M
20 Interval Partners, LP 0.59% 310,600 $22.7M
21 Auxier Asset Management LLC 0.59% 55,814 $4.1M
22 DMC Group, LLC 0.57% 11,529 $842K
23 Wedge Capital Management L L P/Nc 0.56% 418,832 $30.6M
24 Great Diamond Partners, LLC 0.53% 37,750 $2.8M
25 Viking Fund Management LLC 0.52% 70,000 $5.1M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 51% buying: Last quarter: 355 funds bought or added vs 336 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UNM holders?

Elite ownership — 42% AUM from top-100 funds: 54 of 696 holders are among the 100 largest funds by AUM, controlling 42% 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?

63% of holders stayed for 2+ years: 440 out of 696 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.

Is it too late to buy Unum Group (UNM) following the 2026 Q1 hedge fund 13F filings?

As of today, UNM has moved +13.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLF sector ETF — an outperformance of +10.6%. Since the quarter end (March 31, 2026), UNM has gained +27.0% vs +6.6% for XLF. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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.

Full history →