Unum Group (UNMA) Institutional Ownership Changes & 13F Activity
Unum Group (UNMA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Auxier Asset Management Llc, Hantz Financial Services, Inc., Calydon Capital, Ancora Advisors Llc, and Dumont & Blake Investment Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Auxier Asset Management Llc | Sell | -1,312 | -2.4% | 54,502 | $4.87M | Q2 2026 | Aug 14, 2026 |
| Calydon Capital | Sell | -877 | -1.0% | 86,624 | $7.74M | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors Llc | Sell | -489 | -53.0% | 433 | $38.72K | Q2 2026 | Aug 14, 2026 |
| Hantz Financial Services, Inc. | Buy | +1,293 | +45.1% | 4,161 | $372.00K | Q2 2026 | Aug 13, 2026 |
| Dumont & Blake Investment Advisors Llc | Sell | -400 | -5.0% | 7,668 | $685.52K | Q2 2026 | Aug 07, 2026 |
| Svb Wealth Llc | Buy | +3 | +0.1% | 4,942 | $441.81K | Q2 2026 | Jul 17, 2026 |
Frequently asked questions about UNMA activity
Which institutional owners are buying UNMA?
Institutional owners buying UNMA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UNMA activity?
"Buy" means an investor increased their reported position in UNMA compared to the prior reporting period. This reflects growing exposure to Unum Group (UNMA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UNMA increasing?
Institutional interest in UNMA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.