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483 hedge funds and large institutions have $15B invested in Humana in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 143 increasing their positions, 204 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 43

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

10% more capital invested

Capital invested by funds: $13.6B → $15B (+$1.38B)

6% more funds holding

Funds holding: 454483 (+29)

2% more call options, than puts

Call options by funds: $216M | Put options by funds: $212M

0.02% less ownership

Funds ownership: 93.06%93.05% (-0.02%)

30% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 204

Holders
483
Holders Change
+29
Holders Change %
+6.39%
% of All Funds
14.02%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
74
Increased
143
Reduced
204
Closed
43
Calls
$216M
Puts
$212M
Net Calls
+$3.68M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.2B -$24M -245,000 -2%
JP Morgan Chase
2
JP Morgan Chase
New York
$987M -$24.4M -248,626 -3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$985M +$131M +1,335,459 +16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$758M +$7.28M +74,312 +1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$702M -$31.9M -325,894 -5%
State Street
6
State Street
Massachusetts
$699M +$13.6M +139,151 +2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$442M +$107M +1,096,146 +34%
BIT
8
BlackRock Institutional Trust
California
$420M +$1.79M +18,314 +0.5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$381M -$18.7M -190,598 -5%
OH
10
Orbis Holdings
Bermuda
$362M -$101M -1,034,647 -23%
GCM
11
Glenview Capital Management
New York
$345M -$34.3M -350,000 -9%
ETC
12
Evercore Trust Company
New York
$310M -$9.55M -97,508 -3%
Goldman Sachs
13
Goldman Sachs
New York
$302M -$40.4M -412,115 -12%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$291M -$8.39M -85,621 -3%
BFA
15
BlackRock Fund Advisors
California
$225M +$4.9M +50,070 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$223M +$38.2M +389,570 +22%
AL
17
AJO LP
Pennsylvania
$207M -$78.1M -796,960 -28%
Northern Trust
18
Northern Trust
Illinois
$205M -$1.56M -15,962 -0.8%
Ameriprise
19
Ameriprise
Minnesota
$176M -$23.4M -238,735 -12%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$173M -$37.1M -378,719 -18%
BA
21
BlackRock Advisors
Delaware
$172M +$39.6M +404,444 +32%
BG
22
BlackRock Group
United Kingdom
$157M +$11.1M +112,816 +8%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$157M +$833K +8,501 +0.6%
CCM
24
Conatus Capital Management
Connecticut
$144M +$28.2M +287,842 +26%
Norges Bank
25
Norges Bank
Norway
$138M -$1.25M -12,725 -0.9%

HUM Hedge Fund Activity: Q4 2013 in Review

483 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q4 2013, worth a combined $15B — up 10% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new HUM positions and 43 closed out — a net gain of 31 holders — while 143 added to existing stakes and 204 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $131M. The largest seller was Orbis Holdings, cutting an estimated $101M.

  • 483 institutional investors held Humana (HUM) as of Q4 2013, up from 454 in Q3 2013.
  • Funds reported $15B of Humana stock for Q4 2013, up 10% quarter-over-quarter.
  • 74 funds opened new Humana positions in Q4 2013 and 43 closed out, a net change of +31 holders.
  • The largest Humana buyer in Q4 2013 was Capital Research Global Investors, an estimated $131M added.
  • The largest Humana seller in Q4 2013 was Orbis Holdings, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2013.