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542 hedge funds and large institutions have $20.3B invested in Humana in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 136 increasing their positions, 228 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 35

10% more funds holding

Funds holding: 492542 (+50)

7% more capital invested

Capital invested by funds: $18.9B → $20.3B (+$1.41B)

1.77% less ownership

Funds ownership: 93.93%92.16% (-1.8%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

31% less call options, than puts

Call options by funds: $390M | Put options by funds: $569M

40% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 228

Holders
542
Holders Change
+50
Holders Change %
+10.16%
% of All Funds
14.46%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.29%
New
89
Increased
136
Reduced
228
Closed
35
Calls
$390M
Puts
$569M
Net Calls
-$179M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.68B
JP Morgan Chase
2
JP Morgan Chase
New York
$1.65B -$86.1M -630,253 -5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.32B +$28.9M +211,193 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.15B +$28.6M +209,646 +3%
State Street
5
State Street
Massachusetts
$979M +$24.4M +178,685 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$791M +$7.85M +57,441 +1%
Capital Research Global Investors
7
Capital Research Global Investors
California
$744M +$59.4M +435,000 +9%
WRF
8
Waddell & Reed Financial
Kansas
$705M +$12M +87,712 +2%
BIT
9
BlackRock Institutional Trust
California
$588M -$9.28M -67,959 -2%
ETC
10
Evercore Trust Company
New York
$396M -$9.58M -70,125 -2%
BFA
11
BlackRock Fund Advisors
California
$355M +$9.64M +70,555 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$348M -$50.6M -370,392 -13%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$340M -$97.5M -713,548 -23%
GCM
14
Glenview Capital Management
New York
$317M -$384M -2,808,692 -56%
AQR Capital Management
15
AQR Capital Management
Connecticut
$309M +$45.9M +336,272 +19%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$289M -$31.3M -229,371 -10%
LPC
17
Lone Pine Capital
Connecticut
$275M -$35.9M -262,586 -12%
Northern Trust
18
Northern Trust
Illinois
$266M -$2.21M -16,176 -0.9%
AL
19
AJO LP
Pennsylvania
$244M +$876K +6,410 +0.4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$233M -$5.6M -40,972 -2%
BG
21
BlackRock Group
United Kingdom
$209M -$2.9M -21,193 -1%
Norges Bank
22
Norges Bank
Norway
$186M -$3.26M -23,861 -2%
BA
23
BlackRock Advisors
Delaware
$181M +$27.6M +201,729 +19%
RL
24
Ruffer LLP
United Kingdom
$178M +$31.5M +230,339 +23%
Ameriprise
25
Ameriprise
Minnesota
$175M -$12.1M -88,760 -7%

HUM Hedge Fund Activity: Q4 2014 in Review

542 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q4 2014, worth a combined $20.3B — up 7.5% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new HUM positions and 35 closed out — a net gain of 54 holders — while 136 added to existing stakes and 228 trimmed.

The largest buyer was American Century Companies, adding an estimated $100M. The largest seller was Glenview Capital Management, cutting an estimated $384M.

  • 542 institutional investors held Humana (HUM) as of Q4 2014, up from 492 in Q3 2014.
  • Funds reported $20.3B of Humana stock for Q4 2014, up 7.5% quarter-over-quarter.
  • 89 funds opened new Humana positions in Q4 2014 and 35 closed out, a net change of +54 holders.
  • The largest Humana buyer in Q4 2014 was American Century Companies, an estimated $100M added.
  • The largest Humana seller in Q4 2014 was Glenview Capital Management, an estimated $384M sold.

Based on aggregated 13F filings for Q4 2014.