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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
AG
751
AIA Group
Hong Kong
$348K -$1.4M -2,839 -80%
SC
752
SRB Corp
Massachusetts
$348K -$77.1K -156 -18%
PCM
753
Penserra Capital Management
California
$346K +$30.6K +62 +9%
Empower Advisory Group
754
Empower Advisory Group
Colorado
$345K +$334K +676 New
H
755
HoyleCohen
California
$344K
QP
756
Quilter Plc
United Kingdom
$343K +$171K +345 New
PWMAG
757
Pinnacle Wealth Management Advisory Group
New Jersey
$342K +$84.5K +171 +32%
AWA
758
Arete Wealth Advisors
Illinois
$340K -$21.8K -44 -6%
LIA
759
Luken Investment Analytics
Tennessee
$340K
SI
760
Symmetry Investments
Jersey
$340K +$346K +700 New
ESCM
761
Echo Street Capital Management
New York
$339K -$496K -1,004 -59%
ACM
762
AlphaStar Capital Management
North Carolina
$331K -$8.9K -18 -3%
ATPW
763
Ashton Thomas Private Wealth
Arizona
$331K +$23.2K +47 +7%
GL
764
Graypoint LLC
New York
$330K +$73.2K +148 +28%
STA
765
Summit Trail Advisors
New York
$330K +$336K +679 New
WAG
766
Wallace Advisory Group
California
$330K +$11.4K +23 +4%
CWM
767
Calamos Wealth Management
Illinois
$329K -$5.44K -11 -2%
FP
768
Financial Perspectives
Minnesota
$328K
PWM
769
Perigon Wealth Management
California
$325K -$57.3K -116 -15%
CCM
770
Chickasaw Capital Management
Tennessee
$323K
PT
771
Plimoth Trust
Massachusetts
$322K -$4.94K -10 -1%
AWM
772
Avior Wealth Management
Nebraska
$321K +$117K +236 +56%
ECM
773
Estabrook Capital Management
New York
$319K
AAS
774
Avantax Advisory Services
Texas
$312K -$30.6K -62 -9%
HFM
775
Harvest Fund Management
China
$311K -$410K -830 -56%

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.