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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
EWA
676
Exencial Wealth Advisors
Oklahoma
$478K +$199K +403 +69%
LJAC
677
L.J. Altfest & Co
New York
$477K +$43K +87 +10%
PMEF
678
Point72 Middle East FZE
United Arab Emirates
$477K -$3.25M -6,575 -87%
SAM
679
Shikiar Asset Management
New York
$473K +$482K +975 New
VSQM
680
V-Square Quantitative Management
Illinois
$471K +$480K +971 New
SWM
681
Spire Wealth Management
Virginia
$469K +$458K +926 +2,315%
CT
682
Caldwell Trust
Florida
$469K +$160K +323 +50%
MC
683
Maverick Capital
Texas
$466K -$43.8M -88,705 -99%
Fiera Capital (Canada)
684
Fiera Capital (Canada)
Quebec, Canada
$464K +$473K +956 New
EAM
685
Erste Asset Management
Austria
$464K
EWA
686
EverSource Wealth Advisors
Alabama
$460K -$1.48K -3 -0.3%
IFS
687
Ifrah Financial Services
Arkansas
$458K -$9.89K -20 -2%
PA
688
Pinnacle Associates
New York
$457K +$128K +259 +38%
AC
689
Avestar Capital
New York
$444K -$45K -91 -9%
OPWM
690
Oxinas Partners Wealth Management
Indiana
$442K -$24.2K -49 -5%
ZIM
691
Zacks Investment Management
Illinois
$439K -$7.55M -15,281 -94%
OIAM
692
OFI Invest Asset Management
France
$438K +$105M +212,631 New
BOH
693
Bank of Hawaii
Hawaii
$437K
WP
694
Waycross Partners
Kentucky
$437K
TFCP
695
Twin Focus Capital Partners
Massachusetts
$436K +$24.2K +49 +6%
NJBEST
696
New Jersey Better Educational Savings Trust
New Jersey
$434K
SAS
697
Stelac Advisory Services
New York
$432K
FLAM
698
First Light Asset Management
Minnesota
$431K
FIM
699
Freedom Investment Management
Connecticut
$431K +$160K +324 +57%
PBC
700
Pavion Blue Capital
California
$429K -$22.2K -45 -5%

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.