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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
PTC
801
Petrus Trust Company
Texas
$281K -$202K -408 -41%
GIA
802
Gateway Investment Advisers
Ohio
$281K -$14.8K -30 -5%
CSIA
803
Charles Schwab Investment Advisory
California
$281K -$989 -2 -0.3%
KWA
804
KCS Wealth Advisory
California
$277K -$9.89K -20 -3%
SWA
805
SFMG Wealth Advisors
Texas
$277K +$3.96K +8 +1%
DCM
806
Donaldson Capital Management
Indiana
$277K
SA
807
Syntax Advisors
New York
$275K +$26.2K +53 +10%
VCG
808
Vantage Consulting Group
Virginia
$275K +$26.2K +53 +10%
WMA
809
Wealth Management Associates
New Jersey
$274K
HIP
810
Harrell Investment Partners
Texas
$273K
WS
811
Wedbush Securities
California
$273K -$5.93K -12 -2%
CP
812
Covenant Partners
Tennessee
$272K -$5.93K -12 -2%
FMLI
813
Fukoku Mutual Life Insurance
Japan
$272K
CCM
814
Copeland Capital Management
Pennsylvania
$269K +$87.5K +177 +47%
CT
815
Coastline Trust
Rhode Island
$267K -$24.2K -49 -8%
EH
816
Equitable Holdings
New York
$267K +$272K +551 New
FL
817
Fort LP
Maryland
$267K -$20.8K -42 -7%
RCM
818
Radnor Capital Management
Pennsylvania
$264K +$6.92K +14 +3%
FC
819
Financial Council
Maryland
$264K
DFG
820
Delta Financial Group
New Jersey
$263K +$49.9K +101 +23%
IFU
821
iSAM Funds (UK)
United Kingdom
$261K +$266K +538 New
ZB
822
Zions Bancorporation
Utah
$260K +$13.3K +27 +5%
ANBT
823
American National Bank & Trust
Texas
$255K
BI
824
Ballast Inc
Kentucky
$255K
ADL
825
Asset Dedication LLC
California
$255K -$989 -2 -0.4%

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.