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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
CWM
976
CarsonAllaria Wealth Management
Illinois
$17.2K
TWM
977
Tradition Wealth Management
Minnesota
$17K +$13.3K +27 +300%
HBW
978
Hazlett, Burt & Watson
West Virginia
$17K +$16.8K +34 New
JWA
979
JFS Wealth Advisors
Pennsylvania
$16.5K -$3.46K -7 -17%
HFS
980
Hantz Financial Services
Michigan
$16K -$809K -1,636 -98%
MFT
981
Moisand Fitzgerald Tamayo
Florida
$14.6K
Parallax Volatility Advisers
982
Parallax Volatility Advisers
California
$14.6K +$14.8K +30 New
JGIA
983
Jackson Grant Investment Advisers
Connecticut
$14.1K +$14.3K +29 New
TFP
984
Tilia Fiduciary Partners
North Carolina
$12.6K
CP
985
Castleview Partners
Texas
$12.1K
AT
986
Avalon Trust
New Mexico
$12.1K +$12.4K +25 New
IRC
987
Investors Research Corp
Georgia
$11.7K
AAS
988
Ameritas Advisory Services
Nebraska
$11.2K +$10.9K +22 New
TFM
989
TFC Financial Management
Massachusetts
$11.2K +$9.39K +19 +475%
RCM
990
Raleigh Capital Management
North Carolina
$10.7K +$7.91K +16 +267%
BAAM
991
Baker Avenue Asset Management
California
$10.2K -$8.4K -17 -45%
EBA
992
Eagle Bay Advisors
New York
$10.2K -$3.46K -7 -25%
BWM
993
BerganKDV Wealth Management
Minnesota
$10.2K +$989 +2 +11%
CCMI
994
Creative Capital Management Investments
California
$10.2K +$10.4K +21 New
FMP
995
Financial Management Professionals
Texas
$10K
AIC
996
Archer Investment Corporation
Indiana
$9.71K
SSC
997
Syverson Strege & Co
Iowa
$9.71K +$9.89K +20 New
SIC
998
Salem Investment Counselors
North Carolina
$9.24K
LF
999
Lee Financial
Texas
$8.76K -$8.4K -17 -49%
CTA
1000
Colonial Trust Advisors
South Carolina
$8.74K +$494 +1 +6%

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.