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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
CCA
1001
Column Capital Advisors
Indiana
$8.25K
Commonwealth Equity Services
1002
Commonwealth Equity Services
Massachusetts
$7.87K -$564K -1,141 -7%
RFG
1003
RFP Financial Group
Georgia
$7.77K
Jones Financial Companies
1004
Jones Financial Companies
Missouri
$7.28K +$494 +1 +7%
PCM
1005
Pointe Capital Management
Michigan
$7.28K +$7.42K +15 New
CAM
1006
ClariVest Asset Management
California
$7K
MBFW
1007
Morton Brown Family Wealth
Pennsylvania
$6.8K +$1.98K +4 +40%
GIA
1008
GHP Investment Advisors
Colorado
$6.31K +$1.48K +3 +30%
CAL
1009
Capital Advisors Ltd
Ohio
$6K -$81.6K -165 -93%
KFP
1010
KB Financial Partners
New Jersey
$6K
SC
1011
Schubert & Co
Texas
$5.83K -$989 -2 -14%
APC
1012
Aspire Private Capital
North Carolina
$5.83K -$494 -1 -8%
CWP
1013
Concord Wealth Partners
Virginia
$5.34K -$5.93K -12 -52%
TFA
1014
Transamerica Financial Advisors
Florida
$5K -$494 -1 -10%
Kayne Anderson Rudnick Investment Management
1015
Kayne Anderson Rudnick Investment Management
California
$4.37K
LCM
1016
Logan Capital Management
Pennsylvania
$4.37K
NIC
1017
Northwest Investment Counselors
Oregon
$4.37K
PO
1018
Private Ocean
California
$4.37K +$4.45K +9 New
CMP
1019
Coston McIsaac & Partners
Maine
$4K
SWA
1020
SOA Wealth Advisors
New York
$3.9K
TF
1021
TimeScale Financial
Massachusetts
$3.88K
SCA
1022
Stonebridge Capital Advisors
Minnesota
$3.4K +$3.46K +7 New
SIS
1023
Strategic Investment Solutions
Illinois
$3.05K +$2.97K +6 New
TCA
1024
Trifecta Capital Advisors
Illinois
$2.91K -$74.1K -150 -96%
TFA
1025
Toth Financial Advisory
Virginia
$2.43K -$665K -1,345 -100%

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.