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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
EFM
876
E Fund Management
China
$211K -$7.42K -15 -3%
LFAS
877
Level Four Advisory Services
Texas
$209K +$213K +431 New
AG
878
Ascent Group
Virginia
$209K +$213K +431 New
SC
879
Sierra Capital
Florida
$209K
NP
880
NorthRock Partners
Minnesota
$208K -$43.5K -88 -17%
CSS
881
Cubist Systematic Strategies
Connecticut
$205K -$30.5M -61,628 -99%
GCAC
882
Guardian Capital Advisors (Canada)
Ontario, Canada
$205K +$190K +385 New
JGGDR
883
JGP Global Gestao de Recursos
Brazil
$204K -$69.2K -140 -15%
CFP
884
Curran Financial Partners
South Carolina
$202K -$3.46K -7 -2%
IAIM
885
International Assets Investment Management
Florida
$201K -$69.7K -141 -25%
WA
886
Waddell & Associates
Tennessee
$200K
PFBT
887
Parkside Financial Bank & Trust
Missouri
$195K +$27.2K +55 +16%
AA
888
Alta Advisers
United Kingdom
$194K
HI
889
Harbour Investments
Wisconsin
$190K -$35.1K -71 -15%
BBPWM
890
Blue Bell Private Wealth Management
Pennsylvania
$175K
NSG
891
Nalls Sherbakoff Group
Tennessee
$171K +$173K +350 New
FHA
892
First Horizon Advisors
Tennessee
$170K +$4.94K +10 +3%
PWMG
893
Prestige Wealth Management Group
New Jersey
$169K +$19.3K +39 +13%
AIM
894
Acropolis Investment Management
Missouri
$168K
CFGS
895
Concourse Financial Group Securities
Alabama
$161K +$22.2K +45 +16%
HCM
896
Hollencrest Capital Management
California
$161K +$160K +324 +4,629%
FFC
897
First Financial Corp
Indiana
$160K
TCOV
898
Trust Company of Vermont
Vermont
$154K
GG
899
Gleason Group
Kentucky
$147K +$494 +1 +0.3%
CSPAM
900
Cary Street Partners Asset Management
Virginia
$146K

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.