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1,045 hedge funds and large institutions have $57B invested in Humana in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 402 increasing their positions, 366 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.95% more ownership

Funds ownership: 93.08%95.03% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 366

8% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 121

3% less funds holding

Funds holding: 1,0781,045 (-33)

5% less capital invested

Capital invested by funds: $60.2B → $57B (-$3.2B)

38% less funds holding in top 10

Funds holding in top 10: 2918 (-11)

42% less call options, than puts

Call options by funds: $844M | Put options by funds: $1.46B

Holders
1,045
Holders Change
-33
Holders Change %
-3.06%
% of All Funds
16.65%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.29%
New
111
Increased
402
Reduced
366
Closed
121
Calls
$844M
Puts
$1.46B
Net Calls
-$618M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
276
LSV Asset Management
Illinois
$7.33M
M1FG
277
Mach-1 Financial Group
Arkansas
$7.28M +$7.42K +15 New
PI
278
PGGM Investments
Netherlands
$7.19M -$196K -397 -3%
William Blair & Company
279
William Blair & Company
Illinois
$7.18M +$4.56M +9,234 +166%
CNB
280
Czech National Bank
Czech Republic
$7.15M -$48K -97 -0.7%
NAM
281
Nissay Asset Management
Japan
$7.09M -$243K -492 -3%
AF
282
Alerus Financial
North Dakota
$7.08M +$7.21M +14,593 New
JMPWA
283
JP Morgan Private Wealth Advisors
California
$7.05M -$1.92M -3,882 -21%
Nordea Investment Management
284
Nordea Investment Management
Sweden
$6.93M +$96.4K +195 +1%
MGIM
285
M&G Investment Management
United Kingdom
$6.93M +$2.25M +4,543 +47%
CA
286
Cornerstone Advisors
North Carolina
$6.8M
RJT
287
Raymond James Trust
Florida
$6.76M -$40K -81 -0.6%
William Blair Investment Management
288
William Blair Investment Management
Illinois
$6.68M +$272K +550 +4%
Public Sector Pension Investment Board (PSP Investments)
289
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.68M -$3.8M -7,694 -36%
CAPTRUST Financial Advisors
290
CAPTRUST Financial Advisors
North Carolina
$6.63M -$354K -717 -5%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$6.56M -$620K -1,254 -8%
SSCM
292
Summit Street Capital Management
New York
$6.42M
HighTower Advisors
293
HighTower Advisors
Illinois
$6.38M +$1.94M +3,919 +42%
SAM
294
Socorro Asset Management
Texas
$6.3M +$1.83M +3,695 +40%
Bank Julius Baer & Co
295
Bank Julius Baer & Co
Switzerland
$6.28M +$451K +913 +8%
HCMT
296
Highland Capital Management (Tennessee)
Tennessee
$6.23M -$214K -433 -3%
FWCM
297
Ferguson Wellman Capital Management
Oregon
$6.22M -$180K -365 -3%
M&T Bank
298
M&T Bank
New York
$6.18M -$211K -426 -3%
Truist Financial
299
Truist Financial
North Carolina
$6.14M -$232K -470 -4%
National Bank of Canada
300
National Bank of Canada
Quebec, Canada
$6.03M -$7.22M -14,606 -54%

HUM Hedge Fund Activity: Q1 2023 in Review

1,045 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q1 2023, worth a combined $57B — down 5.3% from $60.2B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of HUM and 111 opened new positions — a net loss of 10 holders — while 366 trimmed existing stakes and 402 added.

The largest buyer was Envestnet Asset Management, adding an estimated $625M. The largest seller was 1832 Asset Management, cutting an estimated $341M.

  • 1,045 institutional investors held Humana (HUM) as of Q1 2023, down from 1,078 in Q4 2022.
  • Funds reported $57B of Humana stock for Q1 2023, down 5.3% quarter-over-quarter.
  • 111 funds opened new Humana positions in Q1 2023 and 121 closed out, a net change of -10 holders.
  • The largest Humana buyer in Q1 2023 was Envestnet Asset Management, an estimated $625M added.
  • The largest Humana seller in Q1 2023 was 1832 Asset Management, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2023.