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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
-1,400
Closed -$523K – 1402
2024
Q2 		$523K Buy
+1,400
New +$473K 0.01% 730
2023
Q2 		– Sell
-5,000
Closed -$2.43M – 840
2023
Q1 		$2.43M Buy
5,000
+4,700
+1,567% +$2.32M 0.09% 207
2022
Q4 		$154K Sell
300
-200
-40% -$105K 0.01% 750
2022
Q3 		$243K Buy
+500
New +$243K 0.01% 671
2018
Q4 		– Sell
-24,700
Closed -$8.36M – 1493
2018
Q3 		$8.36M Buy
24,700
+8,900
+56% +$2.89M 0.15% 94
2018
Q2 		$4.7M Sell
15,800
-5,300
-25% -$1.55M 0.09% 194
2018
Q1 		$5.67M Buy
+21,100
New +$5.71M 0.09% 177
2017
Q2 		– Sell
-65,000
Closed -$13.4M – 2289
2017
Q1 		$13.4M Buy
+65,000
New +$13.4M 0.16% 88

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.