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Humana
HUM

876 hedge funds and large institutions have $29.9B invested in Humana in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 273 increasing their positions, 373 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.71% more ownership

Funds ownership: 93.74% → 96.45% (+2.7%)

8% more call options, than puts

Call options by funds: $1.86B | Put options by funds: $1.73B

7% less funds holding

Funds holding: 939 → 876 (-63)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

16% less capital invested

Capital invested by funds: $35.4B → $29.9B (-$5.58B)

24% less first-time investments, than exits

New positions opened: 144 | Existing positions closed: 190

27% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 373

Holders
876
Holders Change
-63
Holders Change %
-6.71%
% of All Funds
11.54%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
144
Increased
273
Reduced
373
Closed
190
Calls
$1.86B
Puts
$1.73B
Net Calls
+$131M
Net Calls Change
-$157M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$1.41B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$470M
3
Pzena Investment Management
Pzena Investment Management
New York
+$296M
4
Boston Partners
Boston Partners
Massachusetts
+$240M
5
SC
Sessa Capital
New York
+$222M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$542M
2
JP Morgan Chase
JP Morgan Chase
New York
-$201M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$190M
4
Ameriprise
Ameriprise
Minnesota
-$178M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$152M
Name Holding Trade Value Shares
Change 		Change in
Stake
NP
626
NorthRock Partners
Minnesota
$249K -$261K -972 -50%
CWP
627
Cyndeo Wealth Partners
Florida
$249K -$50.2K -187 -16%
DILIC
628
Dai-ichi Life Insurance Company
Japan
$249K -$715K -2,665 -73%
PA
629
Parallel Advisors
California
$249K -$178K -664 -40%
ESBC
630
E.S. Barr & Co
Kentucky
$247K -$30.8K -115 -11%
OC
631
Oakworth Capital
Alabama
$245K -$5.36K -20 -2%
RPCONE
632
Retirement Planning Company of New England
Rhode Island
$245K +$11.5K +43 +5%
SIA
633
Schechter Investment Advisors
Michigan
$244K +$258K +963 New
SAM
634
Secure Asset Management
Michigan
$244K +$258K +962 New
SBIA
635
Sheaff Brock Investment Advisors
Indiana
$243K +$1.61K +6 +0.6%
SC
636
Scotia Capital
Ontario, Canada
$242K +$78.3K +292 +44%
AI
637
Atom Investors
Texas
$236K +$249K +929 New
DM
638
Deerfield Management
New York
$233K +$246K +917 New
CI
639
Conning Inc
Connecticut
$232K -$13.9K -52 -5%
WDG
640
Wealth Dimensions Group
Ohio
$232K +$805 +3 +0.3%
DWM
641
Dynasty Wealth Management
Florida
$231K +$244K +911 New
CGL
642
Clarius Group LLC
Washington
$230K +$15.8K +59 +7%
BOH
643
Bank of Hawaii
Hawaii
$228K – – –
VIA
644
Victrix Investment Advisors
Florida
$225K +$238K +888 New
TWP
645
Tempus Wealth Planning
California
$223K +$20.9K +78 +10%
CM
646
Columbus Macro
Pennsylvania
$223K +$235K +877 New
SFC
647
SYM Financial Corp
Indiana
$222K +$235K +875 New
VT
648
Vise Technologies
New York
$221K +$17.4K +65 +8%
PCP
649
Perbak Capital Partners
United Kingdom
$221K +$234K +871 New
PCIA
650
Prime Capital Investment Advisors
Kansas
$220K -$1.07K -4 -0.5%
24 25
26
27 28

HUM Hedge Fund Activity: Q4 2024 in Review

876 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q4 2024, worth a combined $29.9B — down 16% from $35.4B a quarter earlier.

Sellers outnumbered buyers: 190 funds closed out of HUM and 144 opened new positions — a net loss of 46 holders — while 373 trimmed existing stakes and 273 added.

The largest buyer was Dodge & Cox, adding an estimated $1.41B. The largest seller was Wellington Management Group, cutting an estimated $542M.

  • 876 institutional investors held Humana (HUM) as of Q4 2024, down from 939 in Q3 2024.
  • Funds reported $29.9B of Humana stock for Q4 2024, down 16% quarter-over-quarter.
  • 144 funds opened new Humana positions in Q4 2024 and 190 closed out, a net change of -46 holders.
  • The largest Humana buyer in Q4 2024 was Dodge & Cox, an estimated $1.41B added.
  • The largest Humana seller in Q4 2024 was Wellington Management Group, an estimated $542M sold.

Based on aggregated 13F filings for Q4 2024.