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591 hedge funds and large institutions have $28.4B invested in Humana in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 201 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 55

32% more funds holding in top 10

Funds holding in top 10: 2229 (+7)

16% more capital invested

Capital invested by funds: $24.5B → $28.4B (+$3.96B)

4% more funds holding

Funds holding: 569591 (+22)

7% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 201

0.02% less ownership

Funds ownership: 93.51%93.49% (-0.02%)

5% less call options, than puts

Call options by funds: $3.22B | Put options by funds: $3.4B

Holders
591
Holders Change
+22
Holders Change %
+3.87%
% of All Funds
14.78%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.72%
New
85
Increased
215
Reduced
201
Closed
55
Calls
$3.22B
Puts
$3.4B
Net Calls
-$174M
Net Calls Change
+$959M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
Putnam Investments
Massachusetts
$106M +$96.5M +506,067 +3,448%
Charles Schwab
52
Charles Schwab
California
$106M +$3.46M +18,136 +4%
BlackRock
53
BlackRock
New York
$106M +$15.7M +82,139 +19%
Morgan Stanley
54
Morgan Stanley
New York
$100M +$30.3M +158,731 +48%
Swiss National Bank
55
Swiss National Bank
Switzerland
$99.3M +$14.1M +74,000 +18%
BCM
56
Bluefin Capital Management
New York
$98.5M +$92.1M +482,810 New
AAMU
57
Amundi Asset Management US
Massachusetts
$92.7M -$18.2M -95,479 -17%
FAM
58
Fred Alger Management
New York
$90.1M +$56.8M +297,599 +207%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$89.5M +$2.73M +14,300 +3%
DZ Bank
60
DZ Bank
Germany
$86.7M +$81.1M +425,006 New
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$85.7M +$305K +1,601 +0.4%
UBS AM
62
UBS AM
Illinois
$84.6M +$4.89M +25,639 +7%
Jennison Associates
63
Jennison Associates
New York
$84.5M +$14.2M +74,594 +22%
UBS Group
64
UBS Group
Switzerland
$81.6M -$9.86M -51,684 -11%
JCI
65
Jet Capital Investors
New York
$79.9M -$62.5M -327,709 -46%
American Century Companies
66
American Century Companies
Missouri
$78.7M +$53.1M +278,579 +260%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$78M -$1.28M -6,700 -2%
Invesco
68
Invesco
Georgia
$76.5M +$37.8M +198,240 +112%
PPA
69
Parametric Portfolio Associates
Washington
$76M +$5.9M +30,930 +9%
Group One Trading
70
Group One Trading
Illinois
$75.8M +$30.5M +159,863 +76%
PC
71
PointState Capital
New York
$75.7M -$118M -620,370 -63%
SC
72
Samlyn Capital
New York
$75.7M +$42.5M +222,944 +151%
Barclays
73
Barclays
United Kingdom
$73.5M -$25.3M -132,782 -27%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$72.1M -$2.52M -13,200 -4%
PHS
75
PFM Health Sciences
California
$71.8M +$18M +94,479 +37%

HUM Hedge Fund Activity: Q4 2016 in Review

591 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q4 2016, worth a combined $28.4B — up 16% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HUM positions and 55 closed out — a net gain of 30 holders — while 215 added to existing stakes and 201 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $284M. The largest seller was Glenview Capital Management, cutting an estimated $613M.

  • 591 institutional investors held Humana (HUM) as of Q4 2016, up from 569 in Q3 2016.
  • Funds reported $28.4B of Humana stock for Q4 2016, up 16% quarter-over-quarter.
  • 85 funds opened new Humana positions in Q4 2016 and 55 closed out, a net change of +30 holders.
  • The largest Humana buyer in Q4 2016 was Fidelity Investments, an estimated $284M added.
  • The largest Humana seller in Q4 2016 was Glenview Capital Management, an estimated $613M sold.

Based on aggregated 13F filings for Q4 2016.