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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
BFEC
826
Benjamin F. Edwards & Company
Missouri
$255K +$57.3K +116 +28%
PTC
827
Private Trust Company
Ohio
$253K +$152K +308 +145%
JWM
828
Janiczek Wealth Management
Colorado
$253K +$4.94K +10 +2%
EHC
829
Everett Harris & Co
California
$250K
HI
830
Hoey Investments
Pennsylvania
$250K -$5.93K -12 -2%
RIA
831
Realta Investment Advisors
Delaware
$249K -$1.48K -3 -0.6%
TWP
832
Total Wealth Planning
Ohio
$249K
HI
833
Humankind Investments
New York
$249K +$10.4K +21 +4%
CIC
834
Crawford Investment Counsel
Georgia
$249K
FNT
835
First National Trust
Pennsylvania
$246K +$6.92K +14 +3%
CSPIA
836
Cary Street Partners Investment Advisory
Virginia
$245K -$5.93K -12 -2%
DMBA
837
Deseret Mutual Benefit Administrators
Utah
$245K -$8.4K -17 -3%
OLVIG
838
Oliver Lagore Vanvalin Investment Group
Michigan
$244K
PAM
839
Paradigm Asset Management
New York
$243K
XF
840
XML Financial
Maryland
$243K
GSC
841
Grey Street Capital
Illinois
$243K +$247K +500 New
WAM
842
Watershed Asset Management
California
$241K +$246K +497 New
IFG
843
Independent Financial Group
California
$238K -$108K -219 -31%
PP
844
PDS Planning
Ohio
$238K +$242K +490 New
NFA
845
Northern Financial Advisors
Michigan
$237K
GVAG
846
Great Valley Advisor Group
Delaware
$237K +$242K +489 New
GWM
847
Gitterman Wealth Management
New Jersey
$237K +$19.3K +39 +9%
NC
848
NinePointTwo Capital
California
$236K +$241K +488 New
AC
849
Allstate Corporation
Illinois
$235K -$2.57M -5,200 -91%
OWM
850
OneAscent Wealth Management
Alabama
$234K +$239K +483 New

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.