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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
SS
951
Sunbelt Securities
Texas
$28.3K +$28.7K +58 New
DAM
952
Delta Asset Management
Tennessee
$28.2K -$15.3K -31 -35%
CPFP
953
Clear Perspectives Financial Planning
Ohio
$27.7K
RFA
954
Resurgent Financial Advisors
Georgia
$27.2K -$81.6K -165 -75%
BC
955
Bartlett & Co
Ohio
$27K
BCWM
956
Bartlett & Co Wealth Management
Ohio
$26.7K
ECG
957
Edge Capital Group
Georgia
$25.7K -$24.2K -49 -48%
UFF
958
USA Financial Formulas
Michigan
$25.2K +$25.7K +52 New
FMII
959
Farmers & Merchants Investments Inc
Nebraska
$24.3K
OCM
960
Orion Capital Management
California
$24.3K
PK
961
Pflug Koory
Nebraska
$24.3K
AWM
962
Abound Wealth Management
Tennessee
$23.8K +$5.44K +11 +29%
CFD
963
Creative Financial Designs
Indiana
$23.8K
ME
964
McIlrath & Eck
Washington
$23.8K +$989 +2 +4%
GI
965
Gradient Investments
Minnesota
$22.3K -$7.91K -16 -26%
BCMLT
966
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.3K
BAM
967
Byrne Asset Management
New Jersey
$22K -$494 -1 -2%
CWC
968
Carolinas Wealth Consulting
North Carolina
$22K
BWM
969
Baystate Wealth Management
Massachusetts
$21.8K
DFCM
970
Dark Forest Capital Management
Puerto Rico
$20.4K +$3.46K +7 +20%
GBT
971
Grove Bank & Trust
Florida
$20.4K +$13.8K +28 +200%
LFG
972
Larson Financial Group
Missouri
$20.4K +$20.8K +42 New
IG
973
ING Group
Netherlands
$18K -$2.93M -5,922 -99%
AP
974
Arlington Partners
Alabama
$17.5K -$10.4K -21 -37%
IUHSA
975
Itau Unibanco Holding S.A.
Brazil
$17.5K

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.