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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
BAM
776
Belpointe Asset Management
Nevada
$311K +$124K +251 +65%
CAM
777
Cresset Asset Management
Illinois
$311K +$316K +639 New
HW
778
Hancock Whitney
Mississippi
$310K +$23.2K +47 +8%
CMBA
779
C.M. Bidwell & Associates
Hawaii
$309K +$2.47K +5 +0.8%
TC
780
Trilogy Capital
California
$307K +$312K +632 New
FBT
781
First Bank & Trust
South Dakota
$306K
BBI
782
Baxter Bros Inc
Connecticut
$302K
EI
783
Ellevest Inc
New York
$302K +$5.44K +11 +2%
EF
784
Empowered Funds
Pennsylvania
$302K +$109K +220 +55%
FWIA
785
Fort Washington Investment Advisors
Ohio
$302K +$38.6K +78 +14%
GWM
786
Geneos Wealth Management
Colorado
$302K
MAG
787
MRA Advisory Group
New Jersey
$299K +$304K +615 New
CWM
788
Compass Wealth Management
Connecticut
$298K -$29.7K -60 -9%
BSW
789
Buckingham Strategic Wealth
Missouri
$296K
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$295K +$85K +172 +40%
GRP
791
Global Retirement Partners
California
$294K -$8.9K -18 -3%
BFS
792
Bard Financial Services
Connecticut
$291K
LIA
793
LBMC Investment Advisors
Tennessee
$291K
SCM
794
Schnieders Capital Management
California
$291K
CM
795
Columbus Macro
Pennsylvania
$291K -$4.94K -10 -2%
DCM
796
DGS Capital Management
New Jersey
$289K -$13.8K -28 -4%
BTI
797
Blue Trust Inc
Georgia
$287K +$98.9K +200 +55%
BBA
798
BLB&B Advisors
Pennsylvania
$283K +$1.48K +3 +0.5%
WTC
799
WhitTier Trust Company
Nevada
$283K -$10.4K -21 -3%
DWM
800
Drive Wealth Management
Utah
$282K +$18.8K +38 +7%

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.