Marshall Wace’s Humana HUM Stock Holding History

Marshall Wace’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
2026 Q1	$798K	Sell	4,600 -79,500	-95%	-$16.3M	﹤0.01%	2236
2025 Q4	$21.5M	Buy	84,100 +74,500	+776%	+$19.5M	0.02%	607
2025 Q3	$2.5M	Buy	+9,600	New	+$2.52M	﹤0.01%	1505

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Marshall Wace's HUM Position: Q4 2024 in Review

Marshall Wace sold out of Humana (HUM) in Q4 2024, closing a stake of 443,331 shares — an estimated $140M sold.

Marshall Wace first reported a position in HUM in Q1 2014 and held it in 31 quarters. The position peaked at $533M in Q2 2024. 876 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

Marshall Wace reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
Marshall Wace sold 443,331 Humana shares in Q4 2024, an estimated $140M.
Marshall Wace first reported a position in Humana in Q1 2014 and held it in 31 quarters.
Marshall Wace's Humana position peaked at $533M in Q2 2024.
876 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Marshall Wace's 13F filing for Q4 2024, filed 13 Feb 2025.