We are live on ! Find out more

1,045 hedge funds and large institutions have $57B invested in Humana in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 402 increasing their positions, 366 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.95% more ownership

Funds ownership: 93.08%95.03% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 366

8% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 121

3% less funds holding

Funds holding: 1,0781,045 (-33)

5% less capital invested

Capital invested by funds: $60.2B → $57B (-$3.2B)

38% less funds holding in top 10

Funds holding in top 10: 2918 (-11)

42% less call options, than puts

Call options by funds: $844M | Put options by funds: $1.46B

Holders
1,045
Holders Change
-33
Holders Change %
-3.06%
% of All Funds
16.65%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.29%
New
111
Increased
402
Reduced
366
Closed
121
Calls
$844M
Puts
$1.46B
Net Calls
-$618M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
726
TimesSquare Capital Management
New York
$388K -$297K -600 -43%
SCM
727
Shelton Capital Management
Colorado
$387K
MCM
728
MAI Capital Management
Ohio
$387K +$9.89K +20 +3%
DWM
729
Dakota Wealth Management
Florida
$386K +$392K +794 New
AA
730
Ancora Advisors
Ohio
$384K -$494 -1 -0.1%
DWT
731
Dorsey & Whitney Trust
South Dakota
$381K +$14.3K +29 +4%
WF
732
Welch & Forbes
Massachusetts
$375K
WFS
733
Walker Financial Services
Kentucky
$371K
RSWM
734
Robertson Stephens Wealth Management
California
$370K -$73.7K -149 -16%
WSTAM
735
Wilbanks Smith & Thomas Asset Management
Virginia
$370K
WPA
736
West Paces Advisors
Georgia
$367K +$1.98K +4 +0.5%
MA
737
Mutual Advisors
Nebraska
$367K +$2.97K +6 +0.8%
MWA
738
MFA Wealth Advisors
Pennsylvania
$367K +$373K +755 New
WT
739
Whittier Trust
California
$367K +$301K +609 +417%
PWPS
740
Pinnacle Wealth Planning Services
Ohio
$365K +$1.98K +4 +0.5%
CA
741
Cetera Advisors
Colorado
$364K +$24.7K +50 +7%
EFS
742
Essex Financial Services
Connecticut
$363K -$126K -254 -25%
MCM
743
Manchester Capital Management
Vermont
$362K
UB
744
UMB Bank
Missouri
$359K +$6.92K +14 +2%
BA
745
Bristlecone Advisors
Washington
$358K
BBHC
746
Brown Brothers Harriman & Co
New York
$358K +$9.39K +19 +3%
BFS
747
Beacon Financial Strategies
North Carolina
$356K
Group One Trading
748
Group One Trading
Illinois
$356K +$362K +733 New
Loomis, Sayles & Company
749
Loomis, Sayles & Company
Massachusetts
$352K +$186K +377 +108%
IIA
750
IPG Investment Advisors
California
$352K +$51.4K +104 +17%

HUM Hedge Fund Activity: Q1 2023 in Review

1,045 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q1 2023, worth a combined $57B — down 5.3% from $60.2B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of HUM and 111 opened new positions — a net loss of 10 holders — while 366 trimmed existing stakes and 402 added.

The largest buyer was Envestnet Asset Management, adding an estimated $625M. The largest seller was 1832 Asset Management, cutting an estimated $341M.

  • 1,045 institutional investors held Humana (HUM) as of Q1 2023, down from 1,078 in Q4 2022.
  • Funds reported $57B of Humana stock for Q1 2023, down 5.3% quarter-over-quarter.
  • 111 funds opened new Humana positions in Q1 2023 and 121 closed out, a net change of -10 holders.
  • The largest Humana buyer in Q1 2023 was Envestnet Asset Management, an estimated $625M added.
  • The largest Humana seller in Q1 2023 was 1832 Asset Management, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2023.