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682 hedge funds and large institutions have $34.9B invested in Humana in 2018 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 290 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

6% more capital invested

Capital invested by funds: $33B → $34.9B (+$1.89B)

1% more ownership

Funds ownership: 93.09%94.09% (+1%)

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 691682 (-9)

28% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 290

53% less call options, than puts

Call options by funds: $280M | Put options by funds: $600M

Holders
682
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
15.63%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.46%
New
67
Increased
210
Reduced
290
Closed
68
Calls
$280M
Puts
$600M
Net Calls
-$320M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
476
Vigilant Capital Management
Maine
$470K
TAM
477
Todd Asset Management
Kentucky
$465K
Fifth Third Bancorp
478
Fifth Third Bancorp
Ohio
$462K +$22.2K +82 +5%
SEC
479
Seven Eight Capital
New York
$457K -$1.35M -5,000 -75%
ATC
480
Argent Trust Co
Tennessee
$448K +$9.47K +35 +2%
1WA
481
180 Wealth Advisors
Washington
$445K +$42.5K +157 +11%
QSS
482
Quantitative Systematic Strategies
Florida
$444K -$42K -155 -9%
HIM
483
Hillsdale Investment Management
Ontario, Canada
$443K -$37.9K -140 -8%
SWA
484
SFMG Wealth Advisors
Texas
$435K
Arrowstreet Capital
485
Arrowstreet Capital
Massachusetts
$430K -$40.5M -149,572 -99%
CL
486
CSS LLC
Illinois
$430K
BP
487
Ballentine Partners
Massachusetts
$425K +$36.3K +134 +9%
AWM
488
AE Wealth Management
Kansas
$408K -$271 -1 -0.1%
HCM
489
Hudson Capital Management
New Jersey
$403K +$406K +1,500 New
1SB
490
1ST Source Bank
Indiana
$399K -$31.7K -117 -7%
LOAME
491
Lombard Odier Asset Management (Europe)
United Kingdom
$394K -$42.2K -156 -10%
FWIA
492
Fort Washington Investment Advisors
Ohio
$392K -$27.1K -100 -6%
IFS
493
Ifrah Financial Services
Arkansas
$382K -$5.14K -19 -1%
BOH
494
Bank of Hawaii
Hawaii
$377K -$605K -2,235 -61%
FT
495
Fiduciary Trust
Massachusetts
$371K +$4.87K +18 +1%
BUB
496
BBVA USA Bancshares
Texas
$368K -$110K -406 -23%
Holocene Advisors
497
Holocene Advisors
New York
$363K -$119K -439 -25%
AIL
498
AGF Investments LLC
Ontario, Canada
$356K +$359K +1,325 New
HS
499
HighVista Strategies
Massachusetts
$349K -$54.1K -200 -13%
CL
500
Choreo LLC
Illinois
$336K +$37.6K +139 +13%

HUM Hedge Fund Activity: Q1 2018 in Review

682 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q1 2018, worth a combined $34.9B — up 5.7% from $33B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of HUM and 67 opened new positions — a net loss of 1 holder — while 290 trimmed existing stakes and 210 added.

The largest buyer was Fidelity Investments, adding an estimated $442M. The largest seller was T. Rowe Price Associates, cutting an estimated $672M.

  • 682 institutional investors held Humana (HUM) as of Q1 2018, down from 691 in Q4 2017.
  • Funds reported $34.9B of Humana stock for Q1 2018, up 5.7% quarter-over-quarter.
  • 67 funds opened new Humana positions in Q1 2018 and 68 closed out, a net change of -1 holder.
  • The largest Humana buyer in Q1 2018 was Fidelity Investments, an estimated $442M added.
  • The largest Humana seller in Q1 2018 was T. Rowe Price Associates, an estimated $672M sold.

Based on aggregated 13F filings for Q1 2018.