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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
GWM
851
GSB Wealth Management
Connecticut
$233K -$22.2K -45 -9%
HAS
852
HBW Advisory Services
California
$232K -$7.42K -15 -3%
Pzena Investment Management
853
Pzena Investment Management
New York
$231K +$235K +476 New
FPA
854
First Pacific Advisors
California
$231K
ST
855
Sabal Trust
Florida
$231K
CCT
856
Capital City Trust
Florida
$230K
ASBI
857
American State Bank (Iowa)
Iowa
$229K
MWM
858
Mascoma Wealth Management
New Hampshire
$228K
AF
859
Allworth Financial
California
$227K +$34.1K +69 +17%
FFA
860
First Foundation Advisors
California
$226K +$230K +466 New
Fisher Asset Management
861
Fisher Asset Management
Washington
$222K -$7.91K -16 -3%
AT
862
American Trust
Kentucky
$220K -$205K -414 -48%
WANY
863
Wealthspire Advisors (New York)
New York
$220K -$175K -354 -44%
ST
864
Smithfield Trust
Pennsylvania
$219K
FAIM
865
Financial Advocates Investment Management
Washington
$219K +$223K +451 New
RPWA
866
Regent Peak Wealth Advisors
Georgia
$217K -$5.44K -11 -2%
RPCONE
867
Retirement Planning Company of New England
Rhode Island
$217K +$1.48K +3 +0.7%
WIA
868
Westbourne Investment Advisors
Maryland
$216K
GP
869
Girard Partners
Pennsylvania
$216K +$219K +444 New
PFPT
870
Pinnacle Financial Partners (Tennessee)
Tennessee
$215K -$37.1K -75 -14%
AI
871
AXS Investments
New York
$214K -$23.2K -47 -10%
CAC
872
Certified Advisory Corp
Florida
$214K +$494 +1 +0.2%
JSP
873
Jackson Square Partners
California
$213K +$12.9K +26 +6%
FIA
874
Foundations Investment Advisors
Arizona
$213K +$217K +439 New
Fuller & Thaler Asset Management
875
Fuller & Thaler Asset Management
California
$211K

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.