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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
BHWM
1026
Bay Harbor Wealth Management
Maryland
$2.43K
CA
1027
Centerpoint Advisors
Massachusetts
$2K +$2.47K +5 New
IGWM
1028
ICA Group Wealth Management
Colorado
$1.94K -$67.7K -137 -97%
WWM
1029
Wolff Wiese Magana
California
$1.94K
CIA
1030
Cape Investment Advisory
Georgia
$1.94K +$1.98K +4 New
RTL
1031
Red Tortoise LLC
Georgia
$1.94K +$1.98K +4 New
AAP
1032
Arax Advisory Partners
Colorado
$1.46K
FSWA
1033
Financial Synergies Wealth Advisors
Texas
$1.46K
PSB
1034
Piscataqua Savings Bank
New Hampshire
$1.46K
ECM
1035
Everence Capital Management
Indiana
$1.2K
TAIM
1036
TD Ameritrade Investment Management
Nebraska
$1K
VNA
1037
Valley National Advisers
Pennsylvania
$1K
AW
1038
Avion Wealth
Texas
$1K +$1.48K +3 New
GFWA
1039
Grey Fox Wealth Advisors
Delaware
$973 +$989 +2 New
SIS
1040
Sound Income Strategies
Florida
$972
WA
1041
WestEnd Advisors
North Carolina
$971 -$989 -2 Closed
IBOK
1042
Independence Bank of Kentucky
Kentucky
$971
TWD
1043
True Wealth Design
Ohio
$971
DWA
1044
Delos Wealth Advisors
Texas
$486
TWP
1045
TFO Wealth Partners
Ohio
$485 -$494 -1 -50%
ACM
1046
Antonetti Capital Management
Florida
$485
FGAM
1047
Financial Gravity Asset Management
Texas
$449 -$13.3K -27 -5%
Qube Research & Technologies (QRT)
1048
Qube Research & Technologies (QRT)
United Kingdom
-$108M -211,767 Closed
SIG
1049
Senator Investment Group
New York
-$76.8M -150,000 Closed
Voloridge Investment Management
1050
Voloridge Investment Management
Florida
-$50.9M -99,342 Closed

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.