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782 hedge funds and large institutions have $39.1B invested in Humana in 2020 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 247 increasing their positions, 326 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 93.97%94.47% (+0.5%)

8% less call options, than puts

Call options by funds: $451M | Put options by funds: $491M

3% less funds holding

Funds holding: 809782 (-27)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

14% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 121

14% less capital invested

Capital invested by funds: $45.6B → $39.1B (-$6.48B)

24% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 326

Holders
782
Holders Change
-27
Holders Change %
-3.34%
% of All Funds
17.23%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.53%
New
104
Increased
247
Reduced
326
Closed
121
Calls
$451M
Puts
$491M
Net Calls
-$40.4M
Net Calls Change
+$192M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
726
Advisornet Financial
Minnesota
$17K
FMII
727
Farmers & Merchants Investments Inc
Nebraska
$16K -$8.43K -25 -33%
FWM
728
FSA Wealth Management
Massachusetts
$16K
KPCM
729
Kings Point Capital Management
New York
$16K +$16.9K +50 New
LWM
730
Lenox Wealth Management
Ohio
$14K -$2.36K -7 -13%
KFI
731
Key Financial Inc
Pennsylvania
$14K +$15.5K +46 New
IBOK
732
Independence Bank of Kentucky
Kentucky
$13K
FHA
733
First Horizon Advisors
Tennessee
$11K -$11.1K -33 -48%
TAIM
734
TD Ameritrade Investment Management
Nebraska
$11K -$337 -1 -3%
AIM
735
AIA Investment Management
Singapore
$11K
BWM
736
BerganKDV Wealth Management
Minnesota
$11K
KTC
737
Kistler-Tiffany Companies
Pennsylvania
$11K
TWA
738
TCI Wealth Advisors
Arizona
$10K -$1.35K -4 -11%
NC
739
NewSquare Capital
Pennsylvania
$10K +$11.1K +33 New
CCA
740
Column Capital Advisors
Indiana
$9K -$25.3K -75 -72%
AssetMark Inc
741
AssetMark Inc
California
$9K -$3.71K -11 -28%
IRC
742
Investors Research Corp
Georgia
$8K
AF
743
Allworth Financial
California
$8K +$337 +1 +4%
PCG
744
Private Capital Group
Connecticut
$7K -$675 -2 -8%
JCM
745
Jacobi Capital Management
Pennsylvania
$7K
MSFP
746
Mark Sheptoff Financial Planning
Connecticut
$7K
BWM
747
Baystate Wealth Management
Massachusetts
$6K
HFA
748
HC Financial Advisors
California
$6K +$6.75K +20 New
OIA
749
Optimum Investment Advisors
Illinois
$5K
GSWM
750
Golden State Wealth Management
California
$5K +$5.06K +15 New

HUM Hedge Fund Activity: Q1 2020 in Review

782 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q1 2020, worth a combined $39.1B — down 14% from $45.6B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of HUM and 104 opened new positions — a net loss of 17 holders — while 326 trimmed existing stakes and 247 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.57B. The largest seller was Capital Research Global Investors, cutting an estimated $1.39B.

  • 782 institutional investors held Humana (HUM) as of Q1 2020, down from 809 in Q4 2019.
  • Funds reported $39.1B of Humana stock for Q1 2020, down 14% quarter-over-quarter.
  • 104 funds opened new Humana positions in Q1 2020 and 121 closed out, a net change of -17 holders.
  • The largest Humana buyer in Q1 2020 was T. Rowe Price Associates, an estimated $2.57B added.
  • The largest Humana seller in Q1 2020 was Capital Research Global Investors, an estimated $1.39B sold.

Based on aggregated 13F filings for Q1 2020.