We are live on ! Find out more

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
MWM
176
Moran Wealth Management
Florida
$21.5M +$15.4M +31,108 +235%
DSA
177
Davis Selected Advisers
Arizona
$21.2M +$65.3K +132 +0.3%
WP
178
Woodline Partners
California
$21M +$21.4M +43,328 New
ZCM
179
Ziegler Capital Management
Illinois
$20.9M +$158K +319 +0.7%
CS
180
Candriam SCA
Luxembourg
$20.9M -$4.49M -9,093 -16%
TC
181
TwinBeech Capital
New York
$20.6M -$17.2M -34,799 -45%
Mackenzie Financial
182
Mackenzie Financial
Ontario, Canada
$20.6M +$3.13M +6,329 +18%
Aviva
183
Aviva
United Kingdom
$20.5M -$846K -1,711 -4%
BWP
184
Baldwin Wealth Partners
Massachusetts
$19.9M +$611K +1,237 +3%
LA
185
LBP AM
France
$19.6M +$16.6M +33,548 +495%
AIG
186
American International Group
New York
$19.2M -$137K -278 -0.7%
PL
187
Perpetual Ltd
Australia
$19.2M +$19.5M +39,495 New
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$18.9M -$4.03M -8,161 -17%
CFB
189
Cullen/Frost Bankers
Texas
$18.3M -$102K -207 -0.5%
Swedbank
190
Swedbank
Sweden
$18.1M +$1.7M +3,440 +10%
Retirement Systems of Alabama
191
Retirement Systems of Alabama
Alabama
$17.9M -$1.79M -3,620 -9%
TCM
192
Tekla Capital Management
Massachusetts
$17.9M -$20.2M -40,919 -53%
1832 Asset Management
193
1832 Asset Management
Ontario, Canada
$17.6M -$341M -690,626 -95%
MIM
194
MetLife Investment Management
New Jersey
$17.4M -$379K -767 -2%
CCM
195
Cinctive Capital Management
New York
$17.3M +$17.7M +35,730 New
State of Tennessee, Department of Treasury
196
State of Tennessee, Department of Treasury
Tennessee
$17.3M -$23.1M -46,676 -57%
WCP
197
Welch Capital Partners
New York
$17M -$535K -1,082 -3%
D.E. Shaw & Co
198
D.E. Shaw & Co
New York
$16.9M -$21.7M -43,926 -56%
ASRS
199
Arizona State Retirement System
Arizona
$16.8M +$41.5K +84 +0.2%
GT
200
Glenview Trust
Kentucky
$16.7M -$195K -395 -1%

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.