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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
DT
576
Diversified Trust
Tennessee
$832K -$155K -313 -15%
HIC
577
Harvey Investment Company
Kentucky
$831K
DS
578
DRW Securities
Illinois
$797K +$811K +1,641 New
FFM
579
Forum Financial Management
Illinois
$783K -$3.96K -8 -0.5%
NSIM
580
North Star Investment Management
Illinois
$778K +$247K +500 +45%
SACTSONJ
581
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$777K
SFA
582
Sequoia Financial Advisors
Ohio
$774K +$64.3K +130 +9%
SC
583
Shearwater Capital
Colorado
$769K +$1.48K +3 +0.2%
OIA
584
OneDigital Investment Advisors
Kansas
$767K -$54.4K -110 -7%
MNBTD
585
Moody National Bank Trust Division
Texas
$767K
4WM
586
44 Wealth Management
Oregon
$766K -$7.42K -15 -0.9%
DI
587
DFPG Investments
Utah
$763K +$86K +174 +12%
KCM
588
KLK Capital Management
California
$760K +$774K +1,566 New
MSCM
589
McElhenny Sheffield Capital Management
Texas
$746K +$757K +1,532 +30,640%
CI
590
Cigna Investments
Connecticut
$744K -$12.4K -25 -2%
MSAM
591
Moloney Securities Asset Management
Missouri
$743K +$109K +221 +17%
GIA
592
Gladstone Institutional Advisory
Florida
$742K +$28.7K +58 +4%
AIP
593
Ameritas Investment Partners
Nebraska
$742K
ETC
594
Exchange Traded Concepts
Oklahoma
$741K +$673K +1,361 +820%
DADC
595
D.A. Davidson & Co
Montana
$741K -$27.2K -55 -3%
CA
596
Cullinan Associates
Kentucky
$740K
CCA
597
Checchi Capital Advisers
California
$740K +$494 +1 +0.1%
CG
598
Caprock Group
Idaho
$740K +$140K +284 +23%
MC
599
Moors & Cabot
Massachusetts
$738K +$47K +95 +7%
FMAEN1
600
Fund Management at Engine No 1
California
$735K +$60.3K +122 +9%

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.