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542 hedge funds and large institutions have $25.2B invested in Humana in 2015 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 167 increasing their positions, 243 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $258M | Put options by funds: $164M

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

25% more capital invested

Capital invested by funds: $20.3B → $25.2B (+$4.97B)

13% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 52

2.75% more ownership

Funds ownership: 92.16%94.91% (+2.8%)

0% more funds holding

Funds holding: 542542 (0)

31% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 243

Holders
542
Holders Change
Holders Change %
0%
% of All Funds
14.45%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
59
Increased
167
Reduced
243
Closed
52
Calls
$258M
Puts
$164M
Net Calls
+$94M
Net Calls Change
+$273M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$213M +$1.76M +11,113 +0.9%
FAM
27
Fred Alger Management
New York
$210M +$144M +911,218 +337%
Ameriprise
28
Ameriprise
Minnesota
$210M -$6.83M -43,181 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$173M -$21M -132,889 -12%
BAM
30
Burgundy Asset Management
Ontario, Canada
$160M +$9.64M +60,897 +7%
BIM
31
BlackRock Investment Management
Delaware
$157M +$21.9M +138,466 +19%
TA
32
Teachers Advisors
New York
$152M +$32.9M +207,913 +32%
Goldman Sachs
33
Goldman Sachs
New York
$151M +$50.5M +318,962 +60%
JHIU
34
Janus Henderson Investors US
Colorado
$142M -$27.9M -176,457 -18%
SIG
35
Senator Investment Group
New York
$134M +$119M +750,000 New
Capital International Investors
36
Capital International Investors
California
$120M
Legal & General Group
37
Legal & General Group
United Kingdom
$120M -$2.79M -17,642 -3%
AAMU
38
Amundi Asset Management US
Massachusetts
$115M +$6.85M +43,290 +7%
FCM
39
Frontier Capital Management
Massachusetts
$114M +$3.1M +19,566 +3%
CCM
40
Conatus Capital Management
Connecticut
$111M -$69.5M -439,369 -41%
LSV Asset Management
41
LSV Asset Management
Illinois
$110M -$11.2M -70,700 -10%
OA
42
Omega Advisors
New York
$106M +$93.9M +593,400 New
UBS AM
43
UBS AM
Illinois
$102M -$3.81M -24,067 -4%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$102M
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$98.2M -$2.18M -13,770 -2%
UBS Group
46
UBS Group
Switzerland
$97.7M +$21.1M +133,516 +32%
EC
47
Eminence Capital
New York
$95.5M -$16M -101,355 -16%
PPA
48
Parametric Portfolio Associates
Washington
$92.5M +$939K +5,930 +1%
BlackRock
49
BlackRock
New York
$91.9M +$9.98M +63,036 +14%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$82.7M +$23.8M +150,290 +48%

HUM Hedge Fund Activity: Q1 2015 in Review

542 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q1 2015, worth a combined $25.2B — up 25% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new HUM positions and 52 closed out — a net gain of 7 holders — while 167 added to existing stakes and 243 trimmed.

The largest buyer was Glenview Capital Management, adding an estimated $445M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $275M sold.

  • 542 institutional investors held Humana (HUM) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $25.2B of Humana stock for Q1 2015, up 25% quarter-over-quarter.
  • 59 funds opened new Humana positions in Q1 2015 and 52 closed out, a net change of +7 holders.
  • The largest Humana buyer in Q1 2015 was Glenview Capital Management, an estimated $445M added.
  • The largest Humana seller in Q1 2015 was Lone Pine Capital, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2015.