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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
Boston Partners
26
Boston Partners
Massachusetts
$440M +$7.48M +15,128 +2%
Goldman Sachs
27
Goldman Sachs
New York
$418M -$136M -274,615 -24%
UBS AM
28
UBS AM
Illinois
$403M +$4.19M +8,485 +1%
N
29
Nuveen
North Carolina
$392M +$58M +117,245 +17%
Lazard Asset Management
30
Lazard Asset Management
New York
$391M -$19.7M -39,844 -5%
SV
31
Starboard Value
New York
$388M +$12.4M +25,000 +3%
Charles Schwab
32
Charles Schwab
California
$385M +$3.25M +6,569 +0.8%
Diamond Hill Capital Management
33
Diamond Hill Capital Management
Ohio
$357M +$304K +614 +0.1%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$355M +$44.6M +90,126 +14%
First Trust Advisors
35
First Trust Advisors
Illinois
$350M +$169M +342,119 +91%
American Century Companies
36
American Century Companies
Missouri
$338M +$276M +557,432 +394%
Millennium Management
37
Millennium Management
New York
$289M +$129M +260,269 +78%
Barrow, Hanley, Mewhinney & Strauss
38
Barrow, Hanley, Mewhinney & Strauss
Texas
$259M -$22.8M -46,146 -8%
Swiss National Bank
39
Swiss National Bank
Switzerland
$244M -$5.88M -11,900 -2%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$240M -$19.9M -40,259 -8%
CI Investments Inc
41
CI Investments Inc
Ontario, Canada
$230M -$111M -224,613 -32%
PI
42
Putnam Investments
Massachusetts
$225M -$10.3M -20,769 -4%
AQR Capital Management
43
AQR Capital Management
Connecticut
$221M +$75.7M +153,065 +51%
RSCM
44
Rock Springs Capital Management
Maryland
$207M
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$199M -$9.64M -19,497 -5%
Allianz Asset Management
46
Allianz Asset Management
Germany
$190M -$10.6M -21,462 -5%
AllianceBernstein
47
AllianceBernstein
Tennessee
$188M -$109M -220,943 -36%
Amundi
48
Amundi
France
$186M +$13.3M +26,909 +8%
VAM
49
Vontobel Asset Management
New York
$185M +$32.2M +65,166 +22%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$184M +$11M +22,275 +6%

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.