Humana
HUM
565 hedge funds and large institutions have $24.9B invested in Humana in 2015 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 238 reducing their positions, and 48 closing their positions.
50% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 48
35% more funds holding in top 10
Funds holding in top 10: 20 → 27 (+7)
3% more funds holding
Funds holding: 547 → 565 (+18)
0.38% more ownership
Funds ownership: 93.87% → 94.25% (+0.38%)
0% more capital invested
Capital invested by funds: $24.9B → $24.9B (+$50.3M)
29% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 238
38% less call options, than puts
Call options by funds: $339M | Put options by funds: $548M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACPU
Arrowgrass Capital Partners (US)
Dover,
Delaware
|
+$292M |
| 2 |
GCM
Glenview Capital Management
New York
|
+$284M |
| 3 |
SC
Sculptor Capital
New York
|
+$254M |
| 4 |
D.E. Shaw & Co
New York
|
+$159M |
| 5 |
YCMGA
York Capital Management Global Advisors
New York
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$846M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$227M |
| 3 |
JP Morgan Chase
New York
|
-$142M |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$128M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$99.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BJL
601
Brighton Jones LLC
Seattle,
Washington
| – | -$237K | -1,326 | Closed |
|
602
Calamos Advisors
Naperville,
Illinois
| – | -$224K | -1,250 | Closed |
|
|
SIG
603
Schooner Investment Group
Wayne,
Pennsylvania
| – | -$180K | -1,000 | Closed |
|
|
CIS
604
Capital International Sarl
Los Angeles,
California
| – | -$90K | -500 | Closed |
|
|
MIC
605
MU Investments Company
Tokyo,
Japan
| – | -$70K | -400 | Closed |
|
|
KF
606
Krilogy Financial
St. Louis,
Missouri
| – | -$39K | -216 | Closed |
|
|
CIM
607
Cambria Investment Management
Manhattan Beach,
California
| – | -$35K | -194 | Closed |
|
|
TI
608
Turner Investments
Berwyn,
Pennsylvania
| – | -$27K | -150 | Closed |
|
|
BCA
609
Bray Capital Advisors
Naples,
Florida
| – | -$12K | -68 | Closed |
|
|
ASN
610
Advisory Services Network
Atlanta,
Georgia
| – | -$10K | -56 | Closed |
|
|
RFA
611
Reilly Financial Advisors
La Mesa,
California
| – | -$5.26K | -30 | Closed |
|
|
MSFP
612
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$2K | -13 | Closed |
|
|
DPA
613
Delphi Private Advisors
San Diego,
California
| – | +$351 | +2 | New |
|
HUM Hedge Fund Activity: Q4 2015 in Review
565 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q4 2015, worth a combined $24.9B — up 0.2% from $24.9B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new HUM positions and 48 closed out — a net gain of 24 holders — while 168 added to existing stakes and 238 trimmed.
The largest buyer was Arrowgrass Capital Partners (US), adding an estimated $292M. The largest seller was Wellington Management Group, cutting an estimated $846M.
- 565 institutional investors held Humana (HUM) as of Q4 2015, up from 547 in Q3 2015.
- Funds reported $24.9B of Humana stock for Q4 2015, up 0.2% quarter-over-quarter.
- 72 funds opened new Humana positions in Q4 2015 and 48 closed out, a net change of +24 holders.
- The largest Humana buyer in Q4 2015 was Arrowgrass Capital Partners (US), an estimated $292M added.
- The largest Humana seller in Q4 2015 was Wellington Management Group, an estimated $846M sold.
Based on aggregated 13F filings for Q4 2015.