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741 hedge funds and large institutions have $33.6B invested in Humana in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 266 increasing their positions, 307 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $569M | Put options by funds: $304M

0.25% less ownership

Funds ownership: 93.66%93.41% (-0.25%)

1% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 79

1% less funds holding

Funds holding: 750741 (-9)

8% less capital invested

Capital invested by funds: $36.5B → $33.6B (-$2.88B)

13% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 307

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
741
Holders Change
-9
Holders Change %
-1.2%
% of All Funds
16.04%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.35%
New
78
Increased
266
Reduced
307
Closed
79
Calls
$569M
Puts
$304M
Net Calls
+$265M
Net Calls Change
+$332M
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
701
Parallax Volatility Advisers
California
$6K -$166K -577 -96%
BWM
702
BerganKDV Wealth Management
Minnesota
$6K
EWM
703
Endurance Wealth Management
Rhode Island
$6K
SPL
704
Smart Portfolios LLC
Washington
$6K
BWM
705
Baystate Wealth Management
Massachusetts
$6K +$1.15K +4 +20%
MSFP
706
Mark Sheptoff Financial Planning
Connecticut
$6K +$4.03K +14 +156%
JCM
707
Jacobi Capital Management
Pennsylvania
$6K +$6.05K +21 New
IRC
708
Investors Research Corp
Georgia
$6K +$6.92K +24 New
MSA
709
Marino Stram & Associates
Massachusetts
$5K +$1.73K +6 +50%
CB
710
CNB Bank
Pennsylvania
$5K +$5.76K +20 New
LFA
711
Legacy Financial Advisors
Kentucky
$4K -$12.7K -44 -76%
CHP
712
Cable Hill Partners
Oregon
$4K
GSWM
713
Golden State Wealth Management
California
$4K +$4.32K +15 New
LF
714
Lee Financial
Texas
$3K
MCM
715
MV Capital Management
Maryland
$3K
CI
716
CX Institutional
Indiana
$3K +$1.15K +4 +67%
CFA
717
Camarda Financial Advisors
Florida
$3K +$2.88K +10 New
RIA
718
Realta Investment Advisors
Delaware
$3K +$2.88K +10 New
MIM
719
Macroview Investment Management
Maryland
$3K +$3.17K +11 New
WCG
720
Weaver Consulting Group
California
$3K +$4.03K +14 New
OFW
721
Omnia Family Wealth
Florida
$2K -$30K -104 -93%
BBHC
722
Brown Brothers Harriman & Co
New York
$2K -$7.78K -27 -77%
APC
723
Aspire Private Capital
North Carolina
$2K
AC
724
Avestar Capital
New York
$2K
DAM
725
Delta Asset Management
Tennessee
$2K

HUM Hedge Fund Activity: Q1 2019 in Review

741 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q1 2019, worth a combined $33.6B — down 7.9% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of HUM and 78 opened new positions — a net loss of 1 holder — while 307 trimmed existing stakes and 266 added.

The largest buyer was Glenview Capital Management, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $690M.

  • 741 institutional investors held Humana (HUM) as of Q1 2019, down from 750 in Q4 2018.
  • Funds reported $33.6B of Humana stock for Q1 2019, down 7.9% quarter-over-quarter.
  • 78 funds opened new Humana positions in Q1 2019 and 79 closed out, a net change of -1 holder.
  • The largest Humana buyer in Q1 2019 was Glenview Capital Management, an estimated $325M added.
  • The largest Humana seller in Q1 2019 was Fidelity Investments, an estimated $690M sold.

Based on aggregated 13F filings for Q1 2019.