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1,078 hedge funds and large institutions have $60.2B invested in Humana in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 430 increasing their positions, 320 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 78

34% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 320

8% more funds holding

Funds holding: 1,0001,078 (+78)

4% more capital invested

Capital invested by funds: $58.1B → $60.2B (+$2.08B)

1.84% less ownership

Funds ownership: 94.92%93.08% (-1.8%)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

39% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.85B

Holders
1,078
Holders Change
+78
Holders Change %
+7.8%
% of All Funds
17.33%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.47%
New
171
Increased
430
Reduced
320
Closed
78
Calls
$1.12B
Puts
$1.85B
Net Calls
-$724M
Net Calls Change
-$377M
Name Holding Trade Value Shares
Change
Change in
Stake
H
751
HoyleCohen
California
$363K -$50.5K -96 -12%
ZCA
752
Zeke Capital Advisors
Pennsylvania
$362K +$33.6K +64 +10%
AAS
753
Avantax Advisory Services
Texas
$360K +$370K +704 New
ACM
754
AlphaStar Capital Management
North Carolina
$359K +$24.2K +46 +7%
LIA
755
Luken Investment Analytics
Tennessee
$359K +$368K +700 New
CA
756
Cetera Advisors
Colorado
$358K +$367K +699 New
Walleye Capital
757
Walleye Capital
New York
$356K +$365K +695 New
CWM
758
Calamos Wealth Management
Illinois
$353K -$114K -216 -24%
PA
759
Pinnacle Associates
New York
$350K -$62K -118 -15%
FP
760
Financial Perspectives
Minnesota
$346K
PT
761
Plimoth Trust
Massachusetts
$345K +$43.1K +82 +14%
CWM
762
Compass Wealth Management
Connecticut
$345K +$354K +673 New
CCM
763
Chickasaw Capital Management
Tennessee
$341K
PCA
764
Personal Capital Advisors
California
$339K -$31.5K -60 -8%
ECM
765
Estabrook Capital Management
New York
$337K
WI
766
WBI Investments
New Jersey
$337K -$3.8M -7,232 -92%
WAG
767
Wallace Advisory Group
California
$336K +$345K +656 New
PCM
768
Penserra Capital Management
California
$334K +$24.2K +46 +8%
CT
769
Caldwell Trust
Florida
$329K +$11.6K +22 +4%
VWA
770
Visionary Wealth Advisors
Illinois
$326K +$335K +637 New
ATPW
771
Ashton Thomas Private Wealth
Arizona
$325K +$333K +634 New
CMBA
772
C.M. Bidwell & Associates
Hawaii
$324K +$332K +632 New
FBT
773
First Bank & Trust
South Dakota
$323K -$5.78K -11 -2%
RWM
774
Ritholtz Wealth Management
New York
$322K -$356K -678 -52%
Impax Asset Management Group
775
Impax Asset Management Group
United Kingdom
$321K -$12.6K -24 -4%

HUM Hedge Fund Activity: Q4 2022 in Review

1,078 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q4 2022, worth a combined $60.2B — up 3.6% from $58.1B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new HUM positions and 78 closed out — a net gain of 93 holders — while 430 added to existing stakes and 320 trimmed.

The largest buyer was GQG Partners, adding an estimated $708M. The largest seller was Wellington Management Group, cutting an estimated $717M.

  • 1,078 institutional investors held Humana (HUM) as of Q4 2022, up from 1,000 in Q3 2022.
  • Funds reported $60.2B of Humana stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 171 funds opened new Humana positions in Q4 2022 and 78 closed out, a net change of +93 holders.
  • The largest Humana buyer in Q4 2022 was GQG Partners, an estimated $708M added.
  • The largest Humana seller in Q4 2022 was Wellington Management Group, an estimated $717M sold.

Based on aggregated 13F filings for Q4 2022.