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876 hedge funds and large institutions have $50.5B invested in Humana in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 311 increasing their positions, 324 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

16% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 88

1% more funds holding

Funds holding: 867876 (+9)

0.58% more ownership

Funds ownership: 93.14%93.72% (+0.58%)

1% less capital invested

Capital invested by funds: $51.2B → $50.5B (-$746M)

4% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 324

30% less call options, than puts

Call options by funds: $337M | Put options by funds: $481M

Holders
876
Holders Change
+9
Holders Change %
+1.04%
% of All Funds
15.38%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
102
Increased
311
Reduced
324
Closed
88
Calls
$337M
Puts
$481M
Net Calls
-$144M
Net Calls Change
+$339M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$5.18B +$154M +385,141 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.23B +$39.9M +99,832 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.2B -$64M -160,222 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.62B -$255M -638,430 -7%
State Street
5
State Street
Massachusetts
$2.3B -$115M -288,086 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.28B -$115M -288,838 -5%
Capital World Investors
7
Capital World Investors
California
$1.84B -$155M -388,925 -8%
Capital International Investors
8
Capital International Investors
California
$1.62B -$38.2M -95,604 -2%
Harris Associates
9
Harris Associates
Illinois
$1.28B +$848M +2,124,735 +226%
Capital Research Global Investors
10
Capital Research Global Investors
California
$1.13B -$9.44M -23,651 -0.9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$823M -$12.7M -31,754 -2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$786M +$18.8M +46,973 +3%
Norges Bank
13
Norges Bank
Norway
$625M +$10.3M +25,741 +2%
Newport Trust Company
14
Newport Trust Company
District of Columbia
$614M +$8.16M +20,452 +1%
Northern Trust
15
Northern Trust
Illinois
$610M -$40.4M -101,211 -7%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$564M +$698K +1,748 +0.1%
Ameriprise
17
Ameriprise
Minnesota
$529M +$36.4M +91,169 +8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$483M -$124M -311,260 -21%
GQG Partners
19
GQG Partners
Florida
$482M -$10.8M -26,999 -2%
N
20
Nuveen
North Carolina
$474M -$86.2M -215,974 -16%
Diamond Hill Capital Management
21
Diamond Hill Capital Management
Ohio
$472M +$138M +346,110 +44%
Legal & General Group
22
Legal & General Group
United Kingdom
$417M -$16.6M -41,634 -4%
Lazard Asset Management
23
Lazard Asset Management
New York
$399M +$10.4M +26,063 +3%
Wells Fargo
24
Wells Fargo
California
$364M +$62.4M +156,361 +22%
UBS AM
25
UBS AM
Illinois
$360M +$12.6M +31,449 +4%

HUM Hedge Fund Activity: Q1 2021 in Review

876 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q1 2021, worth a combined $50.5B — down 1.5% from $51.2B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new HUM positions and 88 closed out — a net gain of 14 holders — while 311 added to existing stakes and 324 trimmed.

The largest buyer was Harris Associates, adding an estimated $848M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $619M sold.

  • 876 institutional investors held Humana (HUM) as of Q1 2021, up from 867 in Q4 2020.
  • Funds reported $50.5B of Humana stock for Q1 2021, down 1.5% quarter-over-quarter.
  • 102 funds opened new Humana positions in Q1 2021 and 88 closed out, a net change of +14 holders.
  • The largest Humana buyer in Q1 2021 was Harris Associates, an estimated $848M added.
  • The largest Humana seller in Q1 2021 was Lone Pine Capital, an estimated $619M sold.

Based on aggregated 13F filings for Q1 2021.