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
BlackRock
1
BlackRock
New York
$5.48B -$99.8M -201,833 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.47B -$47.4M -95,827 -0.8%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.72B +$22M +44,518 +0.6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.57B -$130M -263,170 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.56B +$241M +486,893 +7%
State Street
6
State Street
Massachusetts
$2.78B +$12.8M +25,832 +0.5%
Capital International Investors
7
Capital International Investors
California
$2.12B -$41M -82,923 -2%
GQG Partners
8
GQG Partners
Florida
$1.09B +$47.9M +96,896 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.08B +$8.25M +16,692 +0.8%
Capital Research Global Investors
10
Capital Research Global Investors
California
$1.07B +$1.17M +2,361 +0.1%
Capital World Investors
11
Capital World Investors
California
$950M +$118M +239,455 +14%
Morgan Stanley
12
Morgan Stanley
New York
$907M +$89.2M +180,477 +11%
JP Morgan Chase
13
JP Morgan Chase
New York
$761M +$41.3M +83,472 +6%
Norges Bank
14
Norges Bank
Norway
$686M +$32.6M +65,944 +5%
Newport Trust Company
15
Newport Trust Company
District of Columbia
$653M -$3.72M -7,527 -0.6%
Northern Trust
16
Northern Trust
Illinois
$631M -$4.24M -8,577 -0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$587M -$140M -284,024 -19%
Invesco
18
Invesco
Georgia
$585M -$45.7M -92,370 -7%
Ameriprise
19
Ameriprise
Minnesota
$553M +$29.8M +60,384 +6%
Franklin Resources
20
Franklin Resources
California
$511M +$51.8M +104,848 +11%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$509M -$36.5M -73,845 -7%
Citadel Advisors
22
Citadel Advisors
Florida
$494M +$481M +973,754 +2,216%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$489M +$60.4M +122,205 +14%
Legal & General Group
24
Legal & General Group
United Kingdom
$480M +$10.3M +20,744 +2%
Bank of America
25
Bank of America
North Carolina
$448M +$16.9M +34,282 +4%

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.