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565 hedge funds and large institutions have $24.9B invested in Humana in 2015 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 238 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 48

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

3% more funds holding

Funds holding: 547565 (+18)

0.38% more ownership

Funds ownership: 93.87%94.25% (+0.38%)

0% more capital invested

Capital invested by funds: $24.9B → $24.9B (+$50.3M)

29% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 238

38% less call options, than puts

Call options by funds: $339M | Put options by funds: $548M

Holders
565
Holders Change
+18
Holders Change %
+3.29%
% of All Funds
14.82%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.71%
New
72
Increased
168
Reduced
238
Closed
48
Calls
$339M
Puts
$548M
Net Calls
-$209M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$200M -$125K -710 -0.1%
BA
27
BlackRock Advisors
Delaware
$197M -$227M -1,290,958 -54%
Deutsche Bank
28
Deutsche Bank
Germany
$183M -$31.5M -179,497 -15%
Goldman Sachs
29
Goldman Sachs
New York
$181M +$96.7M +550,957 +119%
AAM
30
Alpine Associates Management
Florida
$178M +$40.7M +231,945 +30%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$176M -$5.49M -31,255 -3%
JCI
32
Jet Capital Investors
New York
$148M -$15.2M -86,860 -9%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$148M -$12.7M -72,313 -8%
AA
34
AQR Arbitrage
Connecticut
$140M +$75M +427,167 +119%
BAM
35
Burgundy Asset Management
Ontario, Canada
$140M -$30.3M -172,489 -18%
Legal & General Group
36
Legal & General Group
United Kingdom
$126M +$715K +4,076 +0.6%
Adage Capital Partners
37
Adage Capital Partners
Massachusetts
$120M -$65.2M -371,600 -36%
TCIM
38
TIAA CREF Investment Management
New York
$120M -$10.2M -58,256 -8%
Two Sigma Investments
39
Two Sigma Investments
New York
$117M +$78.2M +445,634 +213%
BIM
40
BlackRock Investment Management
Delaware
$116M -$128M -728,647 -53%
YCMGA
41
York Capital Management Global Advisors
New York
$114M +$112M +639,938 New
TCA
42
Taconic Capital Advisors
New York
$107M +$1.75M +10,000 +2%
Bank of America
43
Bank of America
North Carolina
$102M +$13.4M +76,454 +15%
WCMNY
44
Westchester Capital Management (New York)
New York
$99.8M +$23.1M +131,400 +31%
DKCM
45
Davidson Kempner Capital Management
New York
$99.2M +$56.4M +321,487 +137%
Capital International Investors
46
Capital International Investors
California
$96M -$24.2M -138,000 -20%
MF
47
Magnetar Financial
Illinois
$93.8M -$4.26M -24,288 -4%
TAL
48
TIG Advisors LLC
New York
$89.1M -$15.7M -89,638 -15%
T
49
TOBAM
France
$88.4M +$12.6M +71,835 +17%
Charles Schwab
50
Charles Schwab
California
$86.8M +$1.65M +9,413 +2%

HUM Hedge Fund Activity: Q4 2015 in Review

565 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q4 2015, worth a combined $24.9B — up 0.2% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HUM positions and 48 closed out — a net gain of 24 holders — while 168 added to existing stakes and 238 trimmed.

The largest buyer was Arrowgrass Capital Partners (US), adding an estimated $292M. The largest seller was Wellington Management Group, cutting an estimated $846M.

  • 565 institutional investors held Humana (HUM) as of Q4 2015, up from 547 in Q3 2015.
  • Funds reported $24.9B of Humana stock for Q4 2015, up 0.2% quarter-over-quarter.
  • 72 funds opened new Humana positions in Q4 2015 and 48 closed out, a net change of +24 holders.
  • The largest Humana buyer in Q4 2015 was Arrowgrass Capital Partners (US), an estimated $292M added.
  • The largest Humana seller in Q4 2015 was Wellington Management Group, an estimated $846M sold.

Based on aggregated 13F filings for Q4 2015.