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835 hedge funds and large institutions have $48B invested in Humana in 2020 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 263 increasing their positions, 329 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 70

23% more capital invested

Capital invested by funds: $39.1B → $48B (+$8.84B)

7% more funds holding

Funds holding: 782835 (+53)

0.82% less ownership

Funds ownership: 94.47%93.65% (-0.82%)

10% less call options, than puts

Call options by funds: $596M | Put options by funds: $660M

20% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 329

33% less funds holding in top 10

Funds holding in top 10: 2416 (-8)

Holders
835
Holders Change
+53
Holders Change %
+6.78%
% of All Funds
17.12%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.33%
New
131
Increased
263
Reduced
329
Closed
70
Calls
$596M
Puts
$660M
Net Calls
-$64.2M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MWNA
51
Marshall Wace North America
New York
$133M +$109M +291,414 +570%
SCM
52
Steadfast Capital Management
New York
$129M +$17.6M +47,141 +17%
Prudential Financial
53
Prudential Financial
New Jersey
$121M +$32.9M +88,055 +39%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$120M +$19.3M +51,576 +20%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$120M -$18M -48,040 -13%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$119M +$790K +2,111 +0.7%
KBC Group
57
KBC Group
Belgium
$118M +$57.4M +153,541 +101%
B
58
BloombergSen
Ontario, Canada
$118M
AL
59
AJO LP
Pennsylvania
$117M -$35.4M -94,711 -24%
Morgan Stanley
60
Morgan Stanley
New York
$116M -$12.1M -32,297 -10%
Deutsche Bank
61
Deutsche Bank
Germany
$110M +$7.44M +19,891 +8%
O
62
OrbiMed
New York
$109M
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$107M +$8.41M +22,489 +9%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$107M +$18M +48,056 +21%
Jacobs Levy Equity Management
65
Jacobs Levy Equity Management
New Jersey
$105M -$19.9M -53,282 -16%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$98.9M +$1.85M +4,932 +2%
Citadel Advisors
67
Citadel Advisors
Florida
$98.1M +$37.1M +99,256 +65%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$96.3M +$2.38M +6,361 +3%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$91.5M -$35.4M -94,534 -28%
BG
70
Bellevue Group
Switzerland
$91.4M +$14M +37,522 +19%
SO
71
STRS Ohio
Ohio
$91M +$29.8M +79,770 +51%
UBS Group
72
UBS Group
Switzerland
$90.2M +$37.1M +99,054 +74%
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$85.7M -$117K -313 -0.1%
CVA
74
Ceredex Value Advisors
Florida
$85M -$143M -382,819 -64%
CS
75
Credit Suisse
Switzerland
$84.6M +$6.15M +16,430 +8%

HUM Hedge Fund Activity: Q2 2020 in Review

835 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q2 2020, worth a combined $48B — up 23% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new HUM positions and 70 closed out — a net gain of 61 holders — while 263 added to existing stakes and 329 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $657M. The largest seller was Capital International Investors, cutting an estimated $705M.

  • 835 institutional investors held Humana (HUM) as of Q2 2020, up from 782 in Q1 2020.
  • Funds reported $48B of Humana stock for Q2 2020, up 23% quarter-over-quarter.
  • 131 funds opened new Humana positions in Q2 2020 and 70 closed out, a net change of +61 holders.
  • The largest Humana buyer in Q2 2020 was Fidelity Investments, an estimated $657M added.
  • The largest Humana seller in Q2 2020 was Capital International Investors, an estimated $705M sold.

Based on aggregated 13F filings for Q2 2020.