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750 hedge funds and large institutions have $36.5B invested in Humana in 2018 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 223 increasing their positions, 311 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

3% more funds holding

Funds holding: 730750 (+20)

0.1% more ownership

Funds ownership: 93.56%93.66% (+0.1%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

16% less call options, than puts

Call options by funds: $359M | Put options by funds: $426M

16% less capital invested

Capital invested by funds: $43.6B → $36.5B (-$7.08B)

28% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 311

Holders
750
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
16.71%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.42%
New
106
Increased
223
Reduced
311
Closed
80
Calls
$359M
Puts
$426M
Net Calls
-$66.8M
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.53B -$14.9M -47,057 -0.4%
BlackRock
2
BlackRock
New York
$3.44B -$97.9M -308,684 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.96B +$76.4M +240,939 +2%
Capital International Investors
4
Capital International Investors
California
$2.32B -$41.3M -130,393 -2%
State Street
5
State Street
Massachusetts
$1.71B +$64.3M +202,697 +4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.46B +$474M +1,495,023 +41%
Capital Research Global Investors
7
Capital Research Global Investors
California
$1.29B +$181M +571,400 +15%
Renaissance Technologies
8
Renaissance Technologies
New York
$1B +$106M +333,000 +10%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$996M +$58.8M +185,497 +6%
Capital World Investors
10
Capital World Investors
California
$963M -$1.42M -4,483 -0.1%
AQR Capital Management
11
AQR Capital Management
Connecticut
$779M -$110M -348,199 -11%
Bank of America
12
Bank of America
North Carolina
$659M -$15M -47,221 -2%
Newport Trust Company
13
Newport Trust Company
District of Columbia
$509M -$4.21M -13,277 -0.7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$507M +$43M +135,776 +8%
Northern Trust
15
Northern Trust
Illinois
$497M +$22.2M +70,079 +4%
Goldman Sachs
16
Goldman Sachs
New York
$475M +$91.6M +288,999 +21%
Ameriprise
17
Ameriprise
Minnesota
$447M -$149M -469,456 -23%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$445M +$141M +445,844 +40%
Norges Bank
19
Norges Bank
Norway
$402M
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$386M -$23.2M -73,241 -5%
Wells Fargo
21
Wells Fargo
California
$365M -$36.6M -115,511 -8%
JP Morgan Chase
22
JP Morgan Chase
New York
$343M -$118M -372,637 -24%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$339M -$35.1M -110,746 -9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$331M -$42.3M -133,461 -10%
Invesco
25
Invesco
Georgia
$294M +$88.4M +278,920 +37%

HUM Hedge Fund Activity: Q4 2018 in Review

750 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q4 2018, worth a combined $36.5B — down 16% from $43.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new HUM positions and 80 closed out — a net gain of 26 holders — while 223 added to existing stakes and 311 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $474M. The largest seller was Ameriprise, cutting an estimated $149M.

  • 750 institutional investors held Humana (HUM) as of Q4 2018, up from 730 in Q3 2018.
  • Funds reported $36.5B of Humana stock for Q4 2018, down 16% quarter-over-quarter.
  • 106 funds opened new Humana positions in Q4 2018 and 80 closed out, a net change of +26 holders.
  • The largest Humana buyer in Q4 2018 was T. Rowe Price Associates, an estimated $474M added.
  • The largest Humana seller in Q4 2018 was Ameriprise, an estimated $149M sold.

Based on aggregated 13F filings for Q4 2018.