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Daniel Loeb’s Humana HUM Stock Holding History

Daniel Loeb’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-750,000
Closed -$180M – 42
2017
Q2 		$180M Sell
750,000
-175,000
-19% -$39.6M 1.6% 20
2017
Q1 		$191M Sell
925,000
-1,475,000
-61% -$305M 1.86% 20
2016
Q4 		$490M Buy
2,400,000
+1,000,000
+71% +$191M 4.81% 3
2016
Q3 		$248M Buy
+1,400,000
New +$243M 2.15% 15

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Daniel Loeb's HUM Position: Q3 2017 in Review

Daniel Loeb sold out of Humana (HUM) in Q3 2017, closing a stake of 750,000 shares — an estimated $180M sold.

Daniel Loeb first reported a position in HUM in Q3 2016 and held it in 4 quarters. The position peaked at $490M in Q4 2016. 655 funds tracked by Wall St. Rank hold HUM as of Q3 2017.

  • Daniel Loeb reported no remaining Humana position as of Q3 2017 after selling out during the quarter.
  • Daniel Loeb sold 750,000 Humana shares in Q3 2017, an estimated $180M.
  • Daniel Loeb first reported a position in Humana in Q3 2016 and held it in 4 quarters.
  • Daniel Loeb's Humana position peaked at $490M in Q4 2016.
  • 655 funds tracked by Wall St. Rank held Humana as of Q3 2017.

Based on Third Point's 13F filing for Q3 2017, filed 9 Nov 2017.