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867 hedge funds and large institutions have $51.2B invested in Humana in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 313 increasing their positions, 308 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 75

2% more funds holding

Funds holding: 846867 (+21)

2% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 308

0% less capital invested

Capital invested by funds: $51.3B → $51.2B (-$23.1M)

0.75% less ownership

Funds ownership: 93.88%93.14% (-0.75%)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

43% less call options, than puts

Call options by funds: $643M | Put options by funds: $1.13B

Holders
867
Holders Change
+21
Holders Change %
+2.48%
% of All Funds
15.34%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.23%
New
109
Increased
313
Reduced
308
Closed
75
Calls
$643M
Puts
$1.13B
Net Calls
-$482M
Net Calls Change
-$428M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
26
Lazard Asset Management
New York
$379M +$10M +24,111 +3%
Goldman Sachs
27
Goldman Sachs
New York
$379M -$110M -263,976 -22%
UBS AM
28
UBS AM
Illinois
$339M +$24.6M +59,272 +8%
Diamond Hill Capital Management
29
Diamond Hill Capital Management
Ohio
$320M +$34.6M +83,284 +12%
Invesco
30
Invesco
Georgia
$305M +$8.93M +21,470 +3%
Wells Fargo
31
Wells Fargo
California
$292M -$82.6M -198,552 -22%
Boston Partners
32
Boston Partners
Massachusetts
$283M +$3.98M +9,584 +1%
Charles Schwab
33
Charles Schwab
California
$278M +$1.23M +2,962 +0.4%
PPA
34
Parametric Portfolio Associates
Washington
$278M +$6.13M +14,753 +2%
Bank of America
35
Bank of America
North Carolina
$268M +$13.6M +32,716 +5%
CVA
36
Ceredex Value Advisors
Florida
$258M +$133M +321,038 +104%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$251M +$29.6M +71,214 +14%
Morgan Stanley
38
Morgan Stanley
New York
$247M +$110M +265,167 +79%
Swiss National Bank
39
Swiss National Bank
Switzerland
$242M -$5.36M -12,900 -2%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$241M +$8.11M +19,511 +3%
AQR Capital Management
41
AQR Capital Management
Connecticut
$236M -$70.8M -170,396 -23%
AAMU
42
Amundi Asset Management US
Massachusetts
$233M +$141M +338,754 +148%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$232M -$21M -50,437 -8%
JP Morgan Chase
44
JP Morgan Chase
New York
$192M -$1.56M -3,752 -0.8%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$189M -$81.6M -196,207 -30%
CI Investments Inc
46
CI Investments Inc
Ontario, Canada
$181M +$1.13M +2,706 +0.6%
AllianceBernstein
47
AllianceBernstein
Tennessee
$181M +$15.5M +37,350 +9%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$156M -$60.3M -145,000 -28%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$144M -$4.61M -11,099 -3%
Allianz Asset Management
50
Allianz Asset Management
Germany
$138M -$10.9M -26,327 -7%

HUM Hedge Fund Activity: Q4 2020 in Review

867 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q4 2020, worth a combined $51.2B — down 0.05% from $51.3B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new HUM positions and 75 closed out — a net gain of 34 holders — while 313 added to existing stakes and 308 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $472M. The largest seller was Capital Research Global Investors, cutting an estimated $338M.

  • 867 institutional investors held Humana (HUM) as of Q4 2020, up from 846 in Q3 2020.
  • Funds reported $51.2B of Humana stock for Q4 2020, down 0.05% quarter-over-quarter.
  • 109 funds opened new Humana positions in Q4 2020 and 75 closed out, a net change of +34 holders.
  • The largest Humana buyer in Q4 2020 was Fidelity Investments, an estimated $472M added.
  • The largest Humana seller in Q4 2020 was Capital Research Global Investors, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2020.