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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
SIA
1126
Schear Investment Advisers
Ohio
-$208K -406 Closed
FHA
1127
Flagship Harbor Advisors
Massachusetts
-$207K -405 Closed
BEAM
1128
Baker Ellis Asset Management
Washington
-$205K -400 Closed
NHC
1129
Nicholas Hoffman & Company
Georgia
-$205K -400 Closed
VVP
1130
Venture Visionary Partners
Ohio
-$205K -399 Closed
TFS
1131
Thoroughbred Financial Services
Tennessee
-$202K -396 Closed
FW
1132
FirstPurpose Wealth
Utah
-$202K -394 Closed
GA
1133
GraniteShares Advisors
New York
-$202K -394 Closed
IB
1134
Intrust Bank
Kansas
-$202K -394 Closed
HTC
1135
Haverford Trust Company
Pennsylvania
-$200K -391 Closed
ZIG
1136
Zullo Investment Group
Pennsylvania
-$124K -243 Closed
Credit Agricole
1137
Credit Agricole
France
-$108K -211 Closed
GPI
1138
General Partner Inc
Pennsylvania
-$77.3K -151 Closed
AF
1139
Affiance Financial
Minnesota
-$50.2K -98 Closed
CS
1140
Comerica Securities
Michigan
-$38K -74 Closed
HT
1141
Headlands Technologies
Illinois
-$35K -69 Closed
ETH
1142
Exos TFP Holdings
New York
-$33.3K -65 Closed
WOSD
1143
WFA of San Diego
California
-$33.3K -65 Closed
DWP
1144
Destiny Wealth Partners
Florida
-$25.1K -49 Closed
SC
1145
Seldon Capital
California
-$21.5K -42 Closed
RCG
1146
Rock Creek Group
District of Columbia
-$10.8K -21 Closed
MWM
1147
MinichMacGregor Wealth Management
New York
-$10.2K -20 Closed
MUMSS
1148
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$10K -20 Closed
BHWM
1149
Beaird Harris Wealth Management
Texas
-$9.73K -19 Closed
EE
1150
EWG Elevate
California
-$7.68K -15 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.