undamentalytics Newsletter

Unum Group: which funds bought and sold

Institutions that bought and sold Unum Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 391 institutions that filed 13F reports for both quarters added to or opened positions in Unum Group, and 280 cut or closed them. Together they added a net 2.3M shares, +1.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.9M shares (+8.6%); index fund managers were net sellers of 1.5M shares (−3.1%). 109 opened a new position and 47 sold out entirely.

Bought, Q2 2026 391 institutions, 109 of them new holders Sold, Q2 2026 280 institutions, 47 of them sold out
Net change, all compared +2.3M shares (+1.8%)
Net change, active managers +2.9M shares (+8.6%), 37 bought, 31 sold

Buyers versus sellers

institutions compared, 789
Active managers and hedge funds 37 bought · 31 sold · +2.9M
Index fund managers 3 bought · 9 sold · −1.5M
Other institutions 351 bought · 240 sold · +891K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
TOMS Capital Investment Management LP Hedge fund +1.3M New position 1.3M $114M
AQR Capital Management LLC Hedge fund +1.1M +56.6% 3.0M $266M
Qube Research & Technologies Ltd Hedge fund +1.0M +118.9% 1.9M $169M
Arrowstreet Capital, Limited Partnership Hedge fund +872K +138.0% 1.5M $134M
Assenagon Asset Management S.A. +623K +269.1% 855K $76.4M
Nuveen, LLC +578K +48.8% 1.8M $158M
FMR LLC Active manager +528K +7.3% 7.7M $692M
Epoch Investment Partners, Inc. +435K New position 435K $38.9M
Goldman Sachs Group Inc +335K +21.2% 1.9M $171M
Amundi +313K +1140.5% 340K $30.4M
Los Angeles Capital Management LLC Active manager +307K +41877.5% 307K $27.5M
Deutsche Bank Ag\ +305K +601.6% 355K $31.8M
UBS Group AG +298K +36.7% 1.1M $99.2M
Two Sigma Investments, LP Hedge fund +235K +15.4% 1.8M $157M
Capital Fund Management S.A. Hedge fund +195K +379.3% 246K $22M
Swedbank AB +190K +38.3% 686K $61.3M
Freestone Grove Partners LP Hedge fund +172K +45.6% 549K $49.1M
Envestnet Asset Management Inc +152K +977.7% 168K $15M
TD Asset Management Inc +147K New position 147K $13.2M
Caption Management, LLC +140K +1745.2% 148K $13.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Adage Capital Partners Gp, L.L.C. Hedge fund −1.4M −67.5% 650K $58.1M
First Trust Advisors LP −1.3M −41.5% 1.9M $170M
Vanguard Portfolio Management LLC Index funds −752K −8.0% 8.6M $768M
Donald Smith & Co., Inc. −678K −51.1% 649K $58.1M
Algebris (UK) Ltd −547K −57.9% 397K $35.4M
Balyasny Asset Management L.P. Hedge fund −433K −28.2% 1.1M $98.6M
Millennium Management LLC Hedge fund −295K −17.6% 1.4M $124M
Point72 Asset Management, L.P. Hedge fund −290K −25.1% 864K $77.2M
Victory Capital Management Inc Active manager −267K −16.2% 1.4M $123M
Squarepoint Ops LLC Hedge fund −251K −49.3% 258K $23M
HRT Financial LP −249K −46.1% 291K $26M
Blackrock, Inc. Index funds −238K −1.3% 18.0M $1.6B
Geode Capital Management, LLC Index funds −204K −6.1% 3.1M $279M
Gillson Capital LP −198K −53.2% 175K $15.6M
Alyeska Investment Group, L.P. Hedge fund −190K −37.0% 323K $28.9M
SG Americas Securities, LLC −170K −74.5% 58K $5.2M
LSV Asset Management Active manager −170K −6.6% 2.4M $216M
Woodline Partners LP Hedge fund −166K −9.1% 1.7M $149M
Vest Financial, LLC −165K −41.8% 229K $20.5M
Jpmorgan Chase & Co −149K −22.5% 514K $46.7M

New positions

largest by value
InstitutionSharesValue June 30, 2026
TOMS Capital Investment Management LPHedge fund 1.3M $114M
Epoch Investment Partners, Inc. 435K $38.9M
TD Asset Management Inc 147K $13.2M
Ifg Advisory, LLC 116K $10.3M
Capitolis Liquid Global Markets LLC 114K $10.2M
Ieq Capital, LLC 87K $7.8M
Imc-Chicago, LLC 85K $7.6M
Nomura Holdings Inc 82K $7.3M
Tudor Investment Corp Et AlHedge fund 69K $6.1M
Panagora Asset Management IncActive manager 66K $5.9M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Van Eck Associates Corp 125K $9.1M
Hennessy Advisors Inc 90K $6.5M
Healthcare Of Ontario Pension Plan Trust Fund 78K $5.7M
Moore Capital Management, LPHedge fund 31K $2.3M
Fora Capital, LLC 28K $2.1M
Fj Capital Management LLC 26K $1.9M
Neumann Capital Management, LLC 16K $1.2M
Havemeyer Place LP 16K $1.2M
Isam Funds (UK) Ltd 15K $1.1M
Magnetar Financial LLCHedge fund 14K $1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
751
Ten largest holders
51.4%
of 13F-reported shares
Index fund managers
32.5%
of 13F-reported shares
Active managers and hedge funds
25.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 37 31 12 4 +2.9M +8.6%
Index fund managers 3 9 1 0 −1.5M −3.1%
Other institutions 351 240 96 43 +891K +2.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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