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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
VIM
326
VELA Investment Management
Ohio
$4.88M +$119K +240 +2%
MSRPS
327
Maryland State Retirement & Pension System
Maryland
$4.86M +$29.2K +59 +0.6%
Wealthfront Advisers
328
Wealthfront Advisers
California
$4.85M -$2.19M -4,431 -31%
KRS
329
Kentucky Retirement Systems
Kentucky
$4.8M -$34.1K -69 -0.7%
TC
330
TownSquare Capital
Utah
$4.68M +$165K +334 +4%
BFG
331
Berger Financial Group
Minnesota
$4.68M +$4.77M +9,640 New
PC
332
Pavadi Capital
New York
$4.54M -$834K -1,688 -15%
BHA
333
Beech Hill Advisors
New York
$4.47M +$39.5K +80 +0.9%
SC
334
Settian Capital
New York
$4.47M
SFS
335
Sowell Financial Services
Arkansas
$4.44M +$4.52M +9,139 New
EWA
336
EP Wealth Advisors
California
$4.44M +$8.62M +17,437 New
FGP
337
Foyston, Gordon, & Payne
Ontario, Canada
$4.43M -$67.7K -137 -1%
BF
338
BOK Financial
Oklahoma
$4.37M +$2.47M +5,005 +125%
EA
339
Ellsworth Advisors
Ohio
$4.31M +$60.3K +122 +1%
IA
340
Icon Advisers
Colorado
$4.22M
CI
341
CX Institutional
Indiana
$4.22M +$2.38M +4,812 +135%
ERSOT
342
Employees Retirement System of Texas
Texas
$4.22M -$11.9M -24,000 -73%
OA
343
Oxbow Advisors
Texas
$4.21M +$4.28M +8,665 New
EGM
344
Engineers Gate Manager
New York
$4.2M -$2.06M -4,160 -32%
QC
345
Quadrature Capital
United Kingdom
$4.16M -$33.9M -68,654 -89%
EI
346
Ethic Inc
New York
$4.15M +$257K +519 +6%
Janney Montgomery Scott
347
Janney Montgomery Scott
Pennsylvania
$4.08M -$342K -692 -8%
CW
348
Connectus Wealth
Ohio
$4.05M +$52.4K +106 +1%
NB
349
Norinchukin Bank
Japan
$4M +$85K +172 +2%
VIP
350
Vantage Investment Partners
Missouri
$3.97M +$1.17M +2,360 +41%

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.