We are live on ! Find out more

682 hedge funds and large institutions have $34.9B invested in Humana in 2018 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 290 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

6% more capital invested

Capital invested by funds: $33B → $34.9B (+$1.89B)

1% more ownership

Funds ownership: 93.09%94.09% (+1%)

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 691682 (-9)

28% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 290

53% less call options, than puts

Call options by funds: $280M | Put options by funds: $600M

Holders
682
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
15.63%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.46%
New
67
Increased
210
Reduced
290
Closed
68
Calls
$280M
Puts
$600M
Net Calls
-$320M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
401
Cutler Group
California
$1.06M -$1.35M -4,993 -56%
LNWWM
402
Laird Norton Wetherby Wealth Management
California
$1.06M +$31.1K +115 +3%
Envestnet Asset Management
403
Envestnet Asset Management
Illinois
$1.06M -$8.66K -32 -0.8%
VI
404
Versor Investments
New York
$1.02M -$190K -700 -16%
Wolverine Trading
405
Wolverine Trading
Illinois
$998K -$5.35M -19,779 -84%
Parallax Volatility Advisers
406
Parallax Volatility Advisers
California
$982K +$90.4K +334 +10%
LMAM
407
Legg Mason Asset Management
Japan
$968K -$27.1K -100 -3%
ZCA
408
Zeke Capital Advisors
Pennsylvania
$965K +$536K +1,979 +123%
CC
409
ClearArc Capital
Ohio
$949K -$28.4K -105 -3%
ESBC
410
E.S. Barr & Co
Kentucky
$941K -$94.8K -350 -9%
AIM
411
Anchor Investment Management
South Carolina
$938K
CI
412
Conning Inc
Connecticut
$937K -$24.4K -90 -3%
AP
413
Advisor Partners
California
$920K +$26.3K +97 +3%
Macquarie Group
414
Macquarie Group
Australia
$914K -$4.13M -15,274 -82%
IRF
415
IBM Retirement Fund
New York
$914K -$37.1K -137 -4%
RJFSA
416
Raymond James Financial Services Advisors
Florida
$909K -$306K -1,131 -25%
BC
417
Burney Company
Virginia
$902K -$366K -1,353 -29%
AA
418
ALPS Advisors
Colorado
$898K +$512K +1,891 +130%
CA
419
Calton & Associates
Florida
$893K +$899K +3,321 New
HW
420
Hancock Whitney
Mississippi
$854K
SPIA
421
Steward Partners Investment Advisory
New York
$848K
KRSITF
422
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$847K -$174K -642 -17%
UCFA
423
United Capital Financial Advisors
Texas
$845K -$451K -1,667 -35%
SCM
424
SOL Capital Management
Maryland
$823K +$5.96K +22 +0.7%
KeyBank National Association
425
KeyBank National Association
Ohio
$820K +$812 +3 +0.1%

HUM Hedge Fund Activity: Q1 2018 in Review

682 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q1 2018, worth a combined $34.9B — up 5.7% from $33B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of HUM and 67 opened new positions — a net loss of 1 holder — while 290 trimmed existing stakes and 210 added.

The largest buyer was Fidelity Investments, adding an estimated $442M. The largest seller was T. Rowe Price Associates, cutting an estimated $672M.

  • 682 institutional investors held Humana (HUM) as of Q1 2018, down from 691 in Q4 2017.
  • Funds reported $34.9B of Humana stock for Q1 2018, up 5.7% quarter-over-quarter.
  • 67 funds opened new Humana positions in Q1 2018 and 68 closed out, a net change of -1 holder.
  • The largest Humana buyer in Q1 2018 was Fidelity Investments, an estimated $442M added.
  • The largest Humana seller in Q1 2018 was T. Rowe Price Associates, an estimated $672M sold.

Based on aggregated 13F filings for Q1 2018.