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601 hedge funds and large institutions have $26.8B invested in Humana in 2015 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 158 increasing their positions, 254 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 64

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

11% more funds holding

Funds holding: 542601 (+59)

6% more capital invested

Capital invested by funds: $25.2B → $26.8B (+$1.57B)

1.17% less ownership

Funds ownership: 94.91%93.74% (-1.2%)

18% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $1.5B

38% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 254

Holders
601
Holders Change
+59
Holders Change %
+10.89%
% of All Funds
16.2%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.46%
New
128
Increased
158
Reduced
254
Closed
64
Calls
$1.24B
Puts
$1.5B
Net Calls
-$262M
Net Calls Change
-$356M
Name Holding Trade Value Shares
Change
Change in
Stake
WCMNY
76
Westchester Capital Management (New York)
New York
$46.2M +$44.8M +241,300 New
FCM
77
Farallon Capital Management
California
$45.7M +$44.4M +239,000 New
Bank of America
78
Bank of America
North Carolina
$45M +$21.2K +114 +0%
Marshall Wace
79
Marshall Wace
United Kingdom
$44.2M +$42.1M +226,883 +5,104%
Point72 Asset Management
80
Point72 Asset Management
Connecticut
$44M +$37M +199,100 +640%
Millennium Management
81
Millennium Management
New York
$43.9M -$29M -156,219 -41%
MTB
82
Mizuho Trust & Banking
Japan
$41.4M +$1.39M +7,486 +4%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$39M +$2.34M +12,588 +7%
Principal Financial Group
84
Principal Financial Group
Iowa
$38.9M -$3.45M -18,613 -8%
SIG
85
Senator Investment Group
New York
$38.4M -$102M -548,995 -73%
PC
86
PointState Capital
New York
$38.3M +$37.1M +200,000 New
RCMC
87
Rubric Capital Management (Connecticut)
Connecticut
$38.3M +$37.1M +200,000 New
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$38M -$980K -5,280 -3%
GL
89
GLG LLC
New York
$37.7M +$33.3M +179,608 +1,027%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$37.3M -$17.5M -94,221 -33%
EAM
91
EverPoint Asset Management
Connecticut
$36.3M +$19.5M +105,000 +124%
AA
92
Antipodean Advisors
New York
$35.2M +$34.1M +184,000 New
Two Sigma Advisers
93
Two Sigma Advisers
New York
$35M +$34M +183,015 New
BJ
94
BlackRock Japan
Japan
$34.1M +$806K +4,341 +2%
NMVA
95
New Mountain Vantage Advisers
New York
$33.7M -$8.07M -43,473 -20%
MF
96
Magnetar Financial
Illinois
$33.4M +$32.4M +174,837 New
BNP Paribas Asset Management
97
BNP Paribas Asset Management
France
$32.5M -$614K -3,310 -2%
BM
98
Bridger Management
New York
$32.3M -$24.6M -132,415 -44%
AAM
99
Alpine Associates Management
Florida
$31M +$30.1M +162,000 New
TD Asset Management
100
TD Asset Management
Ontario, Canada
$30.2M -$2.7M -14,565 -8%

HUM Hedge Fund Activity: Q2 2015 in Review

601 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q2 2015, worth a combined $26.8B — up 6.2% from $25.2B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new HUM positions and 64 closed out — a net gain of 64 holders — while 158 added to existing stakes and 254 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $380M. The largest seller was T. Rowe Price Associates, cutting an estimated $260M.

  • 601 institutional investors held Humana (HUM) as of Q2 2015, up from 542 in Q1 2015.
  • Funds reported $26.8B of Humana stock for Q2 2015, up 6.2% quarter-over-quarter.
  • 128 funds opened new Humana positions in Q2 2015 and 64 closed out, a net change of +64 holders.
  • The largest Humana buyer in Q2 2015 was Pentwater Capital Management, an estimated $380M added.
  • The largest Humana seller in Q2 2015 was T. Rowe Price Associates, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2015.