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Humana
HUM

Overview Fund Activity

970 hedge funds and large institutions have $42.4B invested in Humana in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 335 increasing their positions, 383 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
970
Holders Change
-50
Holders Change %
-4.9%
% of All Funds
14.11%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.36%
New
123
Increased
335
Reduced
383
Closed
155
Calls
$1.84B
Puts
$1.55B
Net Calls
+$293M
Net Calls Change
+$462M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$1.61B
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$949M
3
Pzena Investment Management
Pzena Investment Management
New York
+$731M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$525M
5
Marshall Wace
Marshall Wace
United Kingdom
+$289M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$360M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$334M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$320M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$263M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
651
Pinnacle Wealth Management Advisory Group
New Jersey
$394K +$394K +1,055 New
RI
652
Ridgewood Investments
New Jersey
$391K +$391K +1,047 New
QCG
653
Quadrant Capital Group
Ohio
$387K +$114K +305 +42%
AC
654
Avestar Capital
New York
$380K -$631K -1,688 -62%
P
655
&Partners
Tennessee
$380K +$380K +1,016 New
PT
656
Plimoth Trust
Massachusetts
$379K -$1.87K -5 -0.5%
DBRC
657
D.B. Root & Company
Pennsylvania
$379K – – –
BMCM
658
Burns Matteson Capital Management
New York
$376K +$376K +1,006 New
AAM
659
Austin Asset Management
Texas
$375K -$129K -346 -26%
CFG
660
Carr Financial Group
Massachusetts
$375K – – –
TFA
661
Trinity Financial Advisors
Ohio
$375K – – –
OWA
662
ORBA Wealth Advisors
Illinois
$374K – – –
OC
663
Oakworth Capital
Alabama
$369K – – –
MWM
664
Mission Wealth Management
California
$368K -$27.3K -73 -7%
ALAM
665
Asahi Life Asset Management
Japan
$366K +$366K +980 New
CI
666
Conning Inc
Connecticut
$363K +$19.4K +52 +6%
SVWAG
667
Sound View Wealth Advisors Group
Georgia
$362K -$7.47K -20 -2%
IAS
668
Insigneo Advisory Services
Florida
$362K +$362K +1,015 New
APWA
669
Atlas Private Wealth Advisors
New Jersey
$355K +$355K +950 New
BPCA
670
Bank Pictet & Cie (Asia)
Singapore
$350K – – –
BF
671
BOK Financial
Oklahoma
$345K -$1.5M -4,018 -81%
FCP
672
Fidelis Capital Partners
Florida
$339K +$24.5K +71 +8%
SFS
673
Symphony Financial Services
Ohio
$339K +$339K +305 New
SW
674
SVB Wealth
Massachusetts
$337K -$98.3K -263 -23%
PWM
675
Perigon Wealth Management
California
$336K +$28.4K +76 +9%
25 26
27
28 29