Which funds own UNM
Unum Group in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $457m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 5
- at least, of 91 current
- Combined value
- $457m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 3
- already held
- Trimmed or sold out
- 3
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Two Sigma Investments LP Quantitative · $138bn book | $157m | 0.1% | 1,759,799 | +$46m+235,071 | Added |
| Woodline Partners LP Long/short equity · $32.4bn book | $149m | 0.5% | 1,665,459 | +$15m-166,484 | Trimmed |
| Balyasny Asset Management LLC Multi-strategy · $80.2bn book | $99m | 0.1% | 1,102,917 | -$14m-433,407 | Trimmed |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $49m | 0.3% | 548,830 | +$22m+171,769 | Added |
| Caxton Associates LLP Macro · $5.3bn book | $3.0m | 0.1% | 33,317 | +$1.0m+5,550 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Moore Capital Management LP · Macro$34m held before
Ownership through time
At least 17 of the 95 managers whose filings are on file listed UNM in Q2 2026, against 7 in Q2 2013. The same number as in Q1 2026: 2 listed it again; 1 sold out, by its own filing; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 7
- Q3 2013: 6
- Q4 2013: 8
- Q1 2014: 7
- Q2 2014: 9
- Q3 2014: 15
- Q4 2014: 8
- Q1 2015: 15
- Q2 2015: 13
- Q3 2015: 12
- Q4 2015: 9
- Q1 2016: 9
- Q2 2016: 13
- Q3 2016: 9
- Q4 2016: 14
- Q1 2017: 9
- Q2 2017: 12
- Q3 2017: 11
- Q4 2017: 16
- Q1 2018: 17
- Q2 2018: 16
- Q3 2018: 16
- Q4 2018: 13
- Q1 2019: 16
- Q2 2019: 18
- Q3 2019: 15
- Q4 2019: 16
- Q1 2020: 13
- Q2 2020: 11
- Q3 2020: 10
- Q4 2020: 11
- Q1 2021: 7
- Q2 2021: 8
- Q3 2021: 12
- Q4 2021: 9
- Q1 2022: 12
- Q2 2022: 10
- Q3 2022: 12
- Q4 2022: 13
- Q1 2023: 19
- Q2 2023: 15
- Q3 2023: 13
- Q4 2023: 14
- Q1 2024: 15
- Q2 2024: 9
- Q3 2024: 13
- Q4 2024: 16
- Q1 2025: 16
- Q2 2025: 14
- Q3 2025: 13
- Q4 2025: 15
- Q1 2026: 17
- Q2 2026: 17
- Q2 2013: $1.3bn
- Q3 2013: $1.3bn
- Q4 2013: $1.5bn
- Q1 2014: $1.5bn
- Q2 2014: $1.6bn
- Q3 2014: $1.5bn
- Q4 2014: $1.6bn
- Q1 2015: $1.7bn
- Q2 2015: $1.7bn
- Q3 2015: $1.5bn
- Q4 2015: $1.5bn
- Q1 2016: $1.3bn
- Q2 2016: $1.3bn
- Q3 2016: $1.4bn
- Q4 2016: $1.8bn
- Q1 2017: $1.8bn
- Q2 2017: $1.9bn
- Q3 2017: $2.0bn
- Q4 2017: $2.1bn
- Q1 2018: $1.9bn
- Q2 2018: $1.3bn
- Q3 2018: $1.4bn
- Q4 2018: $1.1bn
- Q1 2019: $1.3bn
- Q2 2019: $1.4bn
- Q3 2019: $1.2bn
- Q4 2019: $1.2bn
- Q1 2020: $533m
- Q2 2020: $514m
- Q3 2020: $491m
- Q4 2020: $621m
- Q1 2021: $675m
- Q2 2021: $766m
- Q3 2021: $717m
- Q4 2021: $264m
- Q1 2022: $822m
- Q2 2022: $994m
- Q3 2022: $1.2bn
- Q4 2022: $1.2bn
- Q1 2023: $1.1bn
- Q2 2023: $1.3bn
- Q3 2023: $1.3bn
- Q4 2023: $1.1bn
- Q1 2024: $1.5bn
- Q2 2024: $1.3bn
- Q3 2024: $1.4bn
- Q4 2024: $1.4bn
- Q1 2025: $1.3bn
- Q2 2025: $1.2bn
- Q3 2025: $1.1bn
- Q4 2025: $1.2bn
- Q1 2026: $1.4bn
- Q2 2026: $1.9bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
- AQR Capital Management LLC1,908,027 to 2,988,552 shares+$96m
- Fidelity (FMR LLC)7,209,241 to 7,737,197 shares+$47m
- Two Sigma Investments LP1,524,728 to 1,759,799 shares+$21m
- Freestone Grove Partners LP377,061 to 548,830 shares+$15m
- D. E. Shaw & Co.1,042,923 to 1,158,462 shares+$10m
Largest decreases, by shares
- Balyasny Asset Management LLC1,536,324 to 1,102,917 shares-$39m
- Millennium Management LLC1,678,632 to 1,383,673 shares-$26m
- Point72 Asset Management LP1,153,852 to 863,930 shares-$26m
- Woodline Partners LP1,831,943 to 1,665,459 shares-$15m
- Voloridge Investment Management LLC245,290 to 185,738 shares-$5.3m
Left it
- Moore Capital Management LPwas $2.3m
What UNM is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around UNM →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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