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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
KWILP
601
Kiwi Wealth Investments Limited Partnership
New Zealand
$735K +$555K +1,123 +287%
PIMJS
602
PKO Investment Management Joint-Stock
Poland
$728K +$741K +1,500 New
BTWM
603
Baker Tilly Wealth Management
Wisconsin
$727K -$11.9K -24 -2%
AFA
604
Abacus FCF Advisors
Florida
$724K +$89K +180 +14%
KPWS
605
Kestra Private Wealth Services
Texas
$719K +$138K +280 +23%
NL
606
NVWM LLC
Pennsylvania
$717K -$9.39K -19 -1%
TGAM
607
TBH Global Asset Management
Tennessee
$714K +$727K +1,471 New
CC
608
Centiva Capital
New York
$714K +$727K +1,470 New
CWP
609
Curated Wealth Partners
California
$711K -$21.3K -43 -3%
TAM
610
Trust Asset Management
Texas
$710K +$11.4K +23 +2%
BRWA
611
B. Riley Wealth Advisors
Florida
$709K -$25.7K -52 -3%
MFG
612
Merit Financial Group
Georgia
$703K +$41K +83 +6%
SB
613
Strategic Blueprint
Georgia
$691K +$37.6K +76 +6%
M
614
Mirova
France
$688K -$345K -698 -33%
OWA
615
Outlook Wealth Advisors
Texas
$684K +$9.39K +19 +1%
AF
616
Advisornet Financial
Minnesota
$679K +$4.94K +10 +0.7%
LOAMS
617
Lombard Odier Asset Management (Switzerland)
Switzerland
$678K +$139K +281 +25%
BAM
618
Bayshore Asset Management
Florida
$676K
JF
619
JSF Financial
California
$668K +$680K +1,375 New
SWP
620
Stratos Wealth Partners
Ohio
$667K +$43K +87 +7%
FT
621
Fiduciary Trust
Massachusetts
$665K +$494 +1 +0.1%
AWCI
622
Alpine Woods Capital Investors
New York
$659K +$14.3K +29 +2%
1SB
623
1ST Source Bank
Indiana
$656K
SOAMC
624
Spirit of America Management Corp
New York
$655K
IAA
625
Independent Advisor Alliance
North Carolina
$655K +$667K +1,349 New

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.