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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
PCM
501
Prelude Capital Management
New York
$336K +$72.8K +269 +27%
CIM
502
Cambria Investment Management
California
$330K +$332K +1,228 New
SCM
503
Shelton Capital Management
Colorado
$320K
CG
504
Caprock Group
Idaho
$316K
Northwestern Mutual Wealth Management
505
Northwestern Mutual Wealth Management
Wisconsin
$310K +$68.2K +252 +28%
AT
506
Arden Trust
Delaware
$299K -$1.62K -6 -0.5%
OC
507
Oakworth Capital
Alabama
$294K -$4.87K -18 -2%
GT
508
Greenleaf Trust
Michigan
$294K +$28.7K +106 +11%
CFB
509
Cullen/Frost Bankers
Texas
$288K -$271 -1 -0.1%
IA
510
IFP Advisors
Florida
$273K
KWA
511
KCS Wealth Advisory
California
$270K -$18.9K -70 -7%
AIM
512
Allen Investment Management
New York
$270K
HCM
513
Hengehold Capital Management
Ohio
$269K +$35.5K +131 +15%
MME
514
Meag Munich Ergo
Germany
$266K -$2.42M -8,921 -90%
SBH
515
Segall Bryant & Hamill
Illinois
$266K
BBA
516
BLB&B Advisors
Pennsylvania
$263K
PNC
517
Park National Corp
Ohio
$259K -$27.9K -103 -10%
ECM
518
Estabrook Capital Management
New York
$258K -$5.41K -20 -2%
CG
519
Colony Group
Massachusetts
$254K -$2.98K -11 -1%
WEC
520
Winslow Evans & Crocker
Massachusetts
$254K
SWM
521
Segment Wealth Management
Texas
$253K
LSAG
522
Lake Street Advisors Group
New Hampshire
$249K
DWM
523
Darwin Wealth Management
Florida
$248K -$2.19M -8,092 -90%
SI
524
Stephens Inc
Arkansas
$248K
WA
525
Waverly Advisors
Alabama
$247K -$215K -793 -46%

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.