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1,071 hedge funds and large institutions have $51.8B invested in Humana in 2023 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 386 increasing their positions, 387 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

28% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 104

2% more funds holding

Funds holding: 1,0451,071 (+26)

0% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 387

2.39% less ownership

Funds ownership: 95.03%92.64% (-2.4%)

9% less capital invested

Capital invested by funds: $57B → $51.8B (-$5.18B)

14% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.21B

Holders
1,071
Holders Change
+26
Holders Change %
+2.49%
% of All Funds
16.82%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.41%
New
133
Increased
386
Reduced
387
Closed
104
Calls
$1.04B
Puts
$1.21B
Net Calls
-$166M
Net Calls Change
+$452M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$373M -$13.7M -27,242 -3%
N
27
Nuveen
North Carolina
$369M +$9.3M +18,473 +2%
First Trust Advisors
28
First Trust Advisors
Illinois
$355M +$37.5M +74,547 +10%
Charles Schwab
29
Charles Schwab
California
$354M -$215K -427 -0.1%
Diamond Hill Capital Management
30
Diamond Hill Capital Management
Ohio
$350M +$23.6M +46,914 +6%
Bank of America
31
Bank of America
North Carolina
$346M -$74.5M -147,919 -16%
American Century Companies
32
American Century Companies
Missouri
$330M +$19.7M +39,089 +6%
Boston Partners
33
Boston Partners
Massachusetts
$264M -$159M -315,571 -35%
Millennium Management
34
Millennium Management
New York
$259M -$8.43M -16,752 -3%
Ensign Peak Advisors
35
Ensign Peak Advisors
Utah
$252M +$34.6M +68,748 +14%
Lazard Asset Management
36
Lazard Asset Management
New York
$233M -$143M -283,401 -35%
AQR Capital Management
37
AQR Capital Management
Connecticut
$216M +$17.6M +35,018 +8%
CI Investments Inc
38
CI Investments Inc
Ontario, Canada
$215M +$3.76M +7,467 +2%
RSCM
39
Rock Springs Capital Management
Maryland
$210M +$21.9M +43,500 +10%
Swiss National Bank
40
Swiss National Bank
Switzerland
$202M -$25.5M -50,600 -10%
VAM
41
Vontobel Asset Management
New York
$188M +$21.3M +42,374 +12%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$186M +$19.1M +37,848 +10%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$182M +$132M +261,775 +181%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$178M -$168M -333,643 -46%
UBS Group
45
UBS Group
Switzerland
$171M +$42.3M +83,976 +28%
Jennison Associates
46
Jennison Associates
New York
$168M -$540K -1,073 -0.3%
Allianz Asset Management
47
Allianz Asset Management
Germany
$164M -$12.9M -25,708 -7%
Barclays
48
Barclays
United Kingdom
$162M +$93.3M +185,399 +105%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$161M -$25.1M -49,905 -12%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$159M +$176M +350,537 +7,932%

HUM Hedge Fund Activity: Q2 2023 in Review

1,071 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q2 2023, worth a combined $51.8B — down 9.1% from $57B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new HUM positions and 104 closed out — a net gain of 29 holders — while 386 added to existing stakes and 387 trimmed.

The largest buyer was GQG Partners, adding an estimated $363M. The largest seller was Envestnet Asset Management, cutting an estimated $633M.

  • 1,071 institutional investors held Humana (HUM) as of Q2 2023, up from 1,045 in Q1 2023.
  • Funds reported $51.8B of Humana stock for Q2 2023, down 9.1% quarter-over-quarter.
  • 133 funds opened new Humana positions in Q2 2023 and 104 closed out, a net change of +29 holders.
  • The largest Humana buyer in Q2 2023 was GQG Partners, an estimated $363M added.
  • The largest Humana seller in Q2 2023 was Envestnet Asset Management, an estimated $633M sold.

Based on aggregated 13F filings for Q2 2023.