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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
GWS
901
Glassman Wealth Services
Virginia
$146K +$26.2K +53 +21%
QC
902
Quent Capital
New York
$144K
HB
903
Horizon Bancorp
Indiana
$142K -$16.8K -34 -10%
CTC
904
Central Trust Company
Missouri
$141K
First Manhattan
905
First Manhattan
New York
$140K +$4.45K +9 +3%
GFPC
906
Global Financial Private Client
Florida
$139K
HPC
907
HM Payson & Co
Maine
$136K -$1.48K -3 -1%
CA
908
Clearstead Advisors
Ohio
$134K +$42.5K +86 +46%
HIA
909
Harbor Investment Advisory
Maryland
$133K +$9.89K +20 +8%
CFO
910
CVA Family Office
Colorado
$128K +$23.7K +48 +22%
SSG
911
Summit Securities Group
New York
$118K +$57.8K +117 +92%
AAG
912
Armstrong Advisory Group
Massachusetts
$117K
CT
913
Cambridge Trust
Massachusetts
$114K
BEI
914
Benjamin Edwards Inc
Missouri
$105K +$12.4K +25 +13%
MHR
915
Matthew Hamilton Rosenberg
$104K
PVH
916
Psagot Value Holdings
Israel
$102K -$19.8K -40 -16%
PAI
917
Pittenger & Anderson Inc
Nebraska
$99.5K +$89K +180 +720%
C
918
Covestor
United Kingdom
$99K +$19.8K +40 +24%
HWA
919
Heritage Wealth Advisors
Virginia
$94.7K -$211K -426 -69%
VCM
920
Versant Capital Management
Arizona
$92.7K +$1.48K +3 +2%
MPWT
921
MassMutual Private Wealth & Trust
Connecticut
$89.8K +$31.1K +63 +52%
SCA
922
Sander Capital Advisors
Washington
$85K +$87K +176 New
SWA
923
Sutton Wealth Advisors
Florida
$85K -$88.5K -179 -51%
DI
924
Disciplined Investments
Oklahoma
$76.2K
ONST
925
Old North State Trust
North Carolina
$75K

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.