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835 hedge funds and large institutions have $48B invested in Humana in 2020 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 263 increasing their positions, 329 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 70

23% more capital invested

Capital invested by funds: $39.1B → $48B (+$8.84B)

7% more funds holding

Funds holding: 782835 (+53)

0.82% less ownership

Funds ownership: 94.47%93.65% (-0.82%)

10% less call options, than puts

Call options by funds: $596M | Put options by funds: $660M

20% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 329

33% less funds holding in top 10

Funds holding in top 10: 2416 (-8)

Holders
835
Holders Change
+53
Holders Change %
+6.78%
% of All Funds
17.12%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.33%
New
131
Increased
263
Reduced
329
Closed
70
Calls
$596M
Puts
$660M
Net Calls
-$64.2M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
551
Harbert Fund Advisors
Alabama
$508K +$490K +1,310 New
IAA
552
Independent Advisor Alliance
North Carolina
$506K -$88.3K -236 -15%
LJAC
553
L.J. Altfest & Co
New York
$505K -$10.5K -28 -2%
BCWM
554
Blue Chip Wealth Management
Florida
$505K +$238K +636 +95%
MFG
555
Merit Financial Group
Georgia
$504K
UAS
556
United Asset Strategies
New York
$499K -$19.5K -52 -4%
SI
557
Stephens Inc
Arkansas
$495K -$3.74K -10 -0.8%
MC
558
Matisse Capital
Oregon
$494K -$37.4K -100 -7%
JMPWA
559
JP Morgan Private Wealth Advisors
California
$487K +$136K +364 +41%
AII
560
AGF Investments Inc
Ontario, Canada
$481K -$615K -1,644 -57%
SC
561
SRB Corp
Massachusetts
$478K -$71.8K -192 -13%
Arrowstreet Capital
562
Arrowstreet Capital
Massachusetts
$475K -$72M -192,449 -99%
GIA
563
Gateway Investment Advisers
Ohio
$472K -$83.8K -224 -16%
RFC
564
Regions Financial Corp
Alabama
$468K -$748 -2 -0.2%
DT
565
Diversified Trust
Tennessee
$465K -$143K -383 -24%
Cerity Partners
566
Cerity Partners
New York
$465K -$3.74K -10 -0.8%
EGA
567
E&G Advisors
Texas
$465K
OWA
568
Outlook Wealth Advisors
Texas
$464K +$447K +1,196 New
MFG
569
Magnus Financial Group
New York
$461K +$20.2K +54 +5%
CM
570
Columbus Macro
Pennsylvania
$458K -$157K -420 -26%
CFG
571
Citizens Financial Group
Rhode Island
$451K -$9.73K -26 -2%
FI
572
FormulaFolio Investments
Michigan
$446K +$431K +1,151 New
IFS
573
Ifrah Financial Services
Arkansas
$442K -$17.6K -47 -4%
HFM
574
Harvest Fund Management
China
$436K -$5.99K -16 -1%
IG
575
ING Group
Netherlands
$434K -$486K -1,300 -54%

HUM Hedge Fund Activity: Q2 2020 in Review

835 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q2 2020, worth a combined $48B — up 23% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new HUM positions and 70 closed out — a net gain of 61 holders — while 263 added to existing stakes and 329 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $657M. The largest seller was Capital International Investors, cutting an estimated $705M.

  • 835 institutional investors held Humana (HUM) as of Q2 2020, up from 782 in Q1 2020.
  • Funds reported $48B of Humana stock for Q2 2020, up 23% quarter-over-quarter.
  • 131 funds opened new Humana positions in Q2 2020 and 70 closed out, a net change of +61 holders.
  • The largest Humana buyer in Q2 2020 was Fidelity Investments, an estimated $657M added.
  • The largest Humana seller in Q2 2020 was Capital International Investors, an estimated $705M sold.

Based on aggregated 13F filings for Q2 2020.