We are live on ! Find out more

741 hedge funds and large institutions have $33.6B invested in Humana in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 266 increasing their positions, 307 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $569M | Put options by funds: $304M

0.25% less ownership

Funds ownership: 93.66%93.41% (-0.25%)

1% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 79

1% less funds holding

Funds holding: 750741 (-9)

8% less capital invested

Capital invested by funds: $36.5B → $33.6B (-$2.88B)

13% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 307

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
741
Holders Change
-9
Holders Change %
-1.2%
% of All Funds
16.04%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.35%
New
78
Increased
266
Reduced
307
Closed
79
Calls
$569M
Puts
$304M
Net Calls
+$265M
Net Calls Change
+$332M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
601
Focused Wealth Management
New York
$186K
CAM
602
ClariVest Asset Management
California
$174K +$5.47K +19 +3%
YWP
603
YorkBridge Wealth Partners
New York
$169K +$6.05K +21 +3%
SFSIG
604
San Francisco Sentry Investment Group
California
$168K -$10.1K -35 -5%
APA
605
American Portfolios Advisors
New York
$168K +$31.4K +109 +21%
OWD
606
Osborn Williams & Donohoe
Ohio
$167K +$184K +639 New
HFM
607
Harvest Fund Management
China
$152K -$166K -576 -50%
WAM
608
Wealthspire Advisors (Maryland)
Maryland
$147K +$7.49K +26 +5%
WWM
609
Willingdon Wealth Management
North Carolina
$146K
Carson Wealth (CWM LLC)
610
Carson Wealth (CWM LLC)
Nebraska
$144K +$72.9K +253 +347%
JIM
611
Jupiter Investment Management
United Kingdom
$140K -$83.5M -289,728 -100%
SIM
612
Sonora Investment Management
Arizona
$139K
IUHSA
613
Itau Unibanco Holding S.A.
Brazil
$131K
BAMCO Inc
614
BAMCO Inc
New York
$128K -$173K -600 -55%
FPS
615
Fieldpoint Private Securities
Connecticut
$126K
Bessemer Group
616
Bessemer Group
New Jersey
$126K +$4.03K +14 +3%
IA
617
IFP Advisors
Florida
$125K -$178K -617 -57%
PFGIA
618
Patriot Financial Group Insurance Agency
Massachusetts
$122K +$23.3K +81 +21%
CAC
619
Certified Advisory Corp
Florida
$116K +$2.59K +9 +2%
S
620
SignatureFD
Georgia
$115K -$20.2K -70 -14%
MWM
621
Mascoma Wealth Management
New Hampshire
$114K
WPA
622
West Paces Advisors
Georgia
$112K
PMFA
623
Plante Moran Financial Advisors
Michigan
$111K
BEAM
624
Baker Ellis Asset Management
Washington
$106K -$43.2K -150 -27%
GLI
625
Guardian Life Insurance
New York
$103K

HUM Hedge Fund Activity: Q1 2019 in Review

741 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q1 2019, worth a combined $33.6B — down 7.9% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of HUM and 78 opened new positions — a net loss of 1 holder — while 307 trimmed existing stakes and 266 added.

The largest buyer was Glenview Capital Management, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $690M.

  • 741 institutional investors held Humana (HUM) as of Q1 2019, down from 750 in Q4 2018.
  • Funds reported $33.6B of Humana stock for Q1 2019, down 7.9% quarter-over-quarter.
  • 78 funds opened new Humana positions in Q1 2019 and 79 closed out, a net change of -1 holder.
  • The largest Humana buyer in Q1 2019 was Glenview Capital Management, an estimated $325M added.
  • The largest Humana seller in Q1 2019 was Fidelity Investments, an estimated $690M sold.

Based on aggregated 13F filings for Q1 2019.