Humana
1,152 hedge funds and large institutions have $52B invested in Humana in 2023 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 406 increasing their positions, 425 reducing their positions, and 93 closing their positions.
85% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 93
13% more funds holding in top 10
Funds holding in top 10: 30 → 34 (+4)
6% more funds holding
Funds holding: 1,086 → 1,152 (+66)
0.39% more ownership
Funds ownership: 91.87% → 92.27% (+0.39%)
4% less repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 425
5% less call options, than puts
Call options by funds: $1.75B | Put options by funds: $1.84B
6% less capital invested
Capital invested by funds: $55.5B → $52B (-$3.5B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.14B |
| 2 |
Sanders Capital
West Palm Beach,
Florida
|
+$527M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$365M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$305M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$250M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.57B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$678M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$359M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$336M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$314M |
HUM Hedge Fund Activity: Q4 2023 in Review
1,152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q4 2023, worth a combined $52B — down 6.3% from $55.5B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new HUM positions and 93 closed out — a net gain of 79 holders — while 406 added to existing stakes and 425 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.14B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.57B.
- 1,152 institutional investors held Humana (HUM) as of Q4 2023, up from 1,086 in Q3 2023.
- Funds reported $52B of Humana stock for Q4 2023, down 6.3% quarter-over-quarter.
- 172 funds opened new Humana positions in Q4 2023 and 93 closed out, a net change of +79 holders.
- The largest Humana buyer in Q4 2023 was Morgan Stanley, an estimated $1.14B added.
- The largest Humana seller in Q4 2023 was T. Rowe Price Associates, an estimated $1.57B sold.
Based on aggregated 13F filings for Q4 2023.