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NAYA Capital Management (UK)’s Humana HUM Stock Holding History

NAYA Capital Management (UK)’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
2019
Q2 		– Sell
-144,200
Closed -$38.4M – 15
2019
Q1 		$38.4M Buy
+144,200
New +$41.6M 2.97% 13

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAYA Capital Management (UK)'s HUM Position: Q2 2026 in Review

NAYA Capital Management (UK) increased its Humana (HUM) stake by 10% in Q2 2026, buying an estimated $48M and bringing the position to 1,833,763 shares worth $728M. The position accounts for 35.04% of the portfolio, ranked #1.

NAYA Capital Management (UK) first reported a position in HUM in Q4 2017 and has held it in 12 quarters since. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • NAYA Capital Management (UK) held 1,833,763 shares of Humana worth $728M as of Q2 2026.
  • NAYA Capital Management (UK) bought 168,641 Humana shares in Q2 2026, an estimated $48M.
  • Humana made up 35.04% of NAYA Capital Management (UK)'s portfolio in Q2 2026, its #1 holding.
  • NAYA Capital Management (UK) first reported a position in Humana in Q4 2017 and has held it in 12 quarters since.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on NAYA Capital Management (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.