Unum Group (UNM) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Unum Group (UNM) following the 2026 Q2 hedge fund 13F filings?

As of today, UNM has moved +3.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.9% for the XLF sector ETF — an outperformance of +7.5%. Since the quarter end (June 30, 2026), UNM gained +8.1% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Unum Group (UNM)

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

Smart Money Signals — UNM

Based on 762 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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 (100% of max)

100% of all-time peak

762 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.

📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q

+31 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

410 buying306 selling

Last quarter: 410 funds bought or added vs 306 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.

📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter

Funds opening a new UNM position: 60 → 110 → 95 → 126. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new

479 out of 762 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

83 → 60 → 110 → 95 → 126 new funds/Q

New funds entering each quarter: 60 → 110 → 95 → 126. A growing number of institutions are discovering UNM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 69% veterans vs 18% newcomers

■ 69% veterans ■ 14% 1-2yr ■ 18% new

Entry-cohort mix of 785 holders: 538 (69%) are 2+ year veterans, 106 entered 1–2 years ago, and 141 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds

61 of 758 holders are among the 100 largest funds by AUM, controlling 63% 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.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	753	699	7.73%
13F Shares	147M	140M	5.22%
Total Value	$12.76B	$9.95B	28.25%
New Positions	124	95	+29
Increased Positions	282	260	+22
Closed Positions	66	88	-22
Reduced Positions	230	241	-11
Total Calls	17	9	88.89%
Total Puts	9	9	-
PUT/CALL Ratio	0.53	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

753

699

7.73%

13F Shares

147M

140M

5.22%

Total Value

$12.76B

$9.95B

28.25%

New Positions

124

+29

Increased Positions

282

260

+22

Closed Positions

-22

Reduced Positions

230

241

-11

Total Calls

88.89%

Total Puts

PUT/CALL Ratio

0.53

1.0

Bullish

Institutional Holders (2026 Q2)

753 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 UNM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	TOMS Capital Investment Management LP	9.56%	5,000,000	$447.0M
2	Grace & White Inc /Ny	6.90%	487,610	$43.6M
3	TOMS Capital Investment Management LP	2.44%	1,275,000	$114.0M
4	Silver Lake Advisory, LLC	2.34%	73,190	$6.5M
5	Algebris (uk) Ltd	2.33%	397,355	$35.4M
6	New Vernon Investment Management LLC	2.17%	19,796	$1.8M
7	McGowan Group Asset Management, Inc.	2.01%	185,469	$16.6M
8	Weaver C. Barksdale & Associates, Inc.	1.82%	22,698	$2.0M
9	apricus wealth, LLC	1.63%	38,170	$3.4M
10	Barnett & Company, Inc.	1.53%	23,113	$2.1M
11	Klein Pavlis & Peasley Financial, INC.	1.39%	29,900	$2.7M
12	Calydon Capital	1.13%	86,624	$7.7M
13	Parrish Capital LLC	1.07%	12,427	$1.1M
14	Sculati Wealth Management, LLC	1.06%	35,576	$3.2M
15	Donald Smith & CO., INC.	1.03%	649,485	$58.1M
16	Peak Financial Advisors LLC	1.01%	27,247	$2.4M
17	Keynote Financial Services LLC	0.73%	17,380	$1.6M
18	Total Wealth Planning & Management, Inc.	0.71%	11,721	$1.0M
19	Interval Partners, LP	0.66%	285,437	$25.5M
20	Auxier Asset Management LLC	0.65%	54,502	$4.9M
21	DMC Group, LLC	0.61%	9,972	$891K
22	Lecap Asset Management Ltd	0.60%	15,574	$1.4M
23	Wedge Capital Management L L P/Nc	0.58%	390,340	$34.9M
24	Qsemble Capital Management, LP	0.56%	49,037	$4.4M
25	Great Diamond Partners, LLC	0.56%	36,539	$3.3M

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 — 3 quarters in a row: For 3 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 — 57% buying: Last quarter: 410 funds bought or added vs 306 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 — 63% AUM from top-100 funds: 61 of 758 holders are among the 100 largest funds by AUM, controlling 63% 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: 479 out of 762 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 Q2 hedge fund 13F filings?

As of today, UNM has moved +3.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.9% for the XLF sector ETF — an outperformance of +7.5%. Since the quarter end (June 30, 2026), UNM has gained +8.1% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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.

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Unum Group (UNM)

Smart Money Signals — UNM

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +4% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+31 vs last Q)

63% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 69% veterans vs 18% newcomers

Elite ownership — 63% AUM from top-100 funds

Institutional Sentiment Summary — UNM

Hedge Fund Ownership: UNM

Market Analysis: UNM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UNM

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

Hedge Fund Positioning: UNM

Statistics: UNM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Unum Group (UNM)

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