We are live on ! Find out more

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
ATC
426
Argent Trust Co
Tennessee
$2.16M -$4.94K -10 -0.2%
Jacobs Levy Equity Management
427
Jacobs Levy Equity Management
New Jersey
$2.15M -$193M -389,427 -99%
CIA
428
Covington Investment Advisors
Pennsylvania
$2.14M
PWAG
429
Polaris Wealth Advisory Group
California
$2.14M +$2.18M +4,400 New
Simplex Trading
430
Simplex Trading
Illinois
$2.1M +$2.14M +4,336 New
VIM
431
Vinva Investment Management
Australia
$2.1M +$2.13M +4,303 New
RWM
432
Ritholtz Wealth Management
New York
$2.08M +$1.81M +3,655 +581%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
433
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.03M -$4.52M -9,153 -69%
PA
434
Paralel Advisors
Colorado
$2.03M +$54.4K +110 +3%
DIA
435
Dean Investment Associates
Ohio
$2.02M -$87K -176 -4%
WI
436
Wintrust Investments
Illinois
$2.01M -$1.09M -2,199 -35%
HWAM
437
Hennion & Walsh Asset Management
New Jersey
$2.01M +$271K +549 +15%
NA
438
NewEdge Advisors
Louisiana
$2M -$170K -344 -8%
SPIA
439
Steward Partners Investment Advisory
New York
$1.98M +$161K +326 +9%
MWM
440
Meridian Wealth Management
Kentucky
$1.95M +$274K +554 +16%
VIA
441
Vident Investment Advisory
Georgia
$1.94M +$218K +440 +12%
SCM
442
Stevens Capital Management
Pennsylvania
$1.91M +$67.2K +136 +4%
NMIMC
443
Northwestern Mutual Investment Management Company
Wisconsin
$1.91M -$19.8K -40 -1%
AWM
444
Accurate Wealth Management
Florida
$1.87M +$1.71M +3,451 +3,027%
CBT
445
Central Bank & Trust
Kentucky
$1.83M -$71.7K -145 -4%
KAS
446
Kestra Advisory Services
Texas
$1.82M -$961K -1,945 -34%
Assenagon Asset Management
447
Assenagon Asset Management
Luxembourg
$1.82M -$7.42K -15 -0.4%
MMG
448
Monetary Management Group
Missouri
$1.81M
OA
449
Oak Associates
Ohio
$1.81M
LTAS
450
Linden Thomas Advisory Services
North Carolina
$1.77M +$39.5K +80 +2%

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.