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Paloma Partners’s Humana HUM Stock Holding History

Paloma Partners’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
2024
Q3 		– Sell
-2,000
Closed -$747K – 1401
2024
Q2 		$747K Sell
2,000
-47
-2% -$15.9K 0.02% 599
2024
Q1 		$710K Buy
+2,047
New +$776K 0.04% 369
2023
Q2 		– Sell
-6,100
Closed -$2.96M – 838
2023
Q1 		$2.96M Buy
6,100
+5,000
+455% +$2.47M 0.1% 168
2022
Q4 		$563K Buy
1,100
+400
+57% +$210K 0.03% 488
2022
Q3 		$340K Buy
+700
New +$340K 0.02% 592
2022
Q2 		– Sell
-1,500
Closed -$653K – 1383
2022
Q1 		$653K Sell
1,500
-10,400
-87% -$4.35M 0.02% 604
2021
Q4 		$5.52M Buy
+11,900
New +$5.27M 0.08% 199
2021
Q3 		– Sell
-8,700
Closed -$3.85M – 1450
2021
Q2 		$3.85M Buy
8,700
+7,100
+444% +$3.1M 0.07% 254
2021
Q1 		$671K Sell
1,600
-6,800
-81% -$2.71M 0.01% 926
2020
Q4 		$3.45M Buy
+8,400
New +$3.49M 0.09% 235
2020
Q3 		– Sell
-400
Closed -$155K – 2253
2020
Q2 		$155K Buy
+400
New +$150K ﹤0.01% 1781
2018
Q4 		– Sell
-17,200
Closed -$5.82M – 1492
2018
Q3 		$5.82M Buy
17,200
+8,600
+100% +$2.79M 0.11% 162
2018
Q2 		$2.56M Sell
8,600
-400
-4% -$117K 0.05% 359
2018
Q1 		$2.42M Buy
+9,000
New +$2.44M 0.04% 475

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paloma Partners's HUM Position: Q4 2024 in Review

Paloma Partners sold out of Humana (HUM) in Q4 2024, closing a stake of 853 shares — an estimated $270K sold.

Paloma Partners first reported a position in HUM in Q2 2013 and held it in 36 quarters. The position peaked at $12.7M in Q1 2017. 876 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Paloma Partners reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 853 Humana shares in Q4 2024, an estimated $270K.
  • Paloma Partners first reported a position in Humana in Q2 2013 and held it in 36 quarters.
  • Paloma Partners's Humana position peaked at $12.7M in Q1 2017.
  • 876 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.