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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
GLA
651
Great Lakes Advisors
Illinois
$539K -$48K -97 -8%
HI
652
Horizon Investments
North Carolina
$534K -$881K -1,782 -62%
SIA
653
Schechter Investment Advisors
Michigan
$530K +$156K +315 +41%
WB
654
WesBanco Bank
West Virginia
$529K +$11.4K +23 +2%
MC
655
Machina Capital
France
$528K -$49.4K -100 -8%
PPP
656
Private Portfolio Partners
New Jersey
$525K
BMCM
657
Burns Matteson Capital Management
New York
$525K +$1.48K +3 +0.3%
PCP
658
Proficio Capital Partners
Massachusetts
$517K -$10.9K -22 -2%
HR
659
Howe & Rusling
New York
$508K -$2.47K -5 -0.5%
AC
660
ASB Consultores
Florida
$508K -$5.93K -12 -1%
MWM
661
Mission Wealth Management
California
$507K +$8.9K +18 +2%
LAM
662
Lingohr Asset Management
Germany
$506K +$515K +1,042 New
RGF
663
Retirement Guys Formula
Ohio
$502K +$44.5K +90 +10%
JFG
664
Jefferies Financial Group
New York
$498K -$4.88M -9,872 -91%
VFA
665
Valeo Financial Advisors
Indiana
$494K +$148K +300 +42%
SVWAG
666
Sound View Wealth Advisors Group
Georgia
$490K +$3.96K +8 +0.8%
OC
667
Oakworth Capital
Alabama
$490K
CNAM
668
Campbell Newman Asset Management
Wisconsin
$485K
TFA
669
Trinity Financial Advisors
Ohio
$485K
AF
670
Ally Financial
Michigan
$485K +$494K +1,000 New
CL
671
CSS LLC
Illinois
$485K +$494K +1,000 New
KWMG
672
King Wealth Management Group
Florida
$485K
ACM
673
Acrisure Capital Management
Texas
$484K -$71.7K -145 -13%
CIC
674
Carnegie Investment Counsel
Ohio
$484K +$25.7K +52 +6%
JWM
675
Jackson Wealth Management
Florida
$480K +$186K +377 +62%

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.