We are live on ! Find out more

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
BFEC
726
Benjamin F. Edwards & Company
Missouri
$2K +$2.02K +7 New
NCM
727
Nelson Capital Management
California
$2K +$2.02K +7 New
SCM
728
Shelton Capital Management
Colorado
$1.19K -$252K -874 -73%
ED
729
Exane Derivatives
France
$1.06K -$924K -3,205 -100%
EI
730
Ellevest Inc
New York
$1K -$1.44K -5 -50%
EWM
731
Executive Wealth Management
Michigan
$1K -$576 -2 -50%
GWMIA
732
Global Wealth Management Investment Advisory
Florida
$1K
NR
733
Newfound Research
Massachusetts
$1K
RFM
734
Royal Fund Management
Florida
$1K
TFA
735
Transamerica Financial Advisors
Florida
$1K +$288 +1 +33%
BC
736
Bartlett & Co
Ohio
$1K +$865 +3 New
AA
737
Advisory Alpha
Michigan
$976 +$1.15K +4 New
BCWM
738
Bartlett & Co Wealth Management
Ohio
$800 +$865 +3 New
Koshinski Asset Management
739
Koshinski Asset Management
Illinois
$331
JCM
740
Julex Capital Management
Massachusetts
$266 -$865 -3 -75%
JPLA
741
Joseph P. Lucia & Associates
New York
$20 +$1.58M +5,471 New
PC
742
Polar Capital
United Kingdom
-$52M -181,637 Closed
MWA
743
Marshall Wace Asia
Hong Kong
-$37.4M -130,373 Closed
CPC
744
Cookson Peirce & Co
Pennsylvania
-$27.7M -96,522 Closed
LCM
745
Laurion Capital Management
New York
-$17.4M -60,764 Closed
GF
746
Gabelli Funds
New York
-$15.2M -53,200 Closed
CCA
747
Catalyst Capital Advisors
New York
-$14.2M -49,500 Closed
NAM
748
NorthCoast Asset Management
Connecticut
-$14M -48,876 Closed
ECM
749
Element Capital Management
New York
-$12M -41,960 Closed
Hudson Bay Capital Management
750
Hudson Bay Capital Management
Connecticut
-$10.1M -35,200 Closed

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.