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1,086 hedge funds and large institutions have $55.5B invested in Humana in 2023 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 397 increasing their positions, 397 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 104

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

7% more capital invested

Capital invested by funds: $51.8B → $55.5B (+$3.74B)

1% more funds holding

Funds holding: 1,0711,086 (+15)

0% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 397

0.77% less ownership

Funds ownership: 92.64%91.87% (-0.77%)

11% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.44B

Holders
1,086
Holders Change
+15
Holders Change %
+1.4%
% of All Funds
17.24%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
129
Increased
397
Reduced
397
Closed
104
Calls
$1.29B
Puts
$1.44B
Net Calls
-$152M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.44B -$33.2M -70,552 -0.6%
BlackRock
2
BlackRock
New York
$5.2B +$28.4M +60,409 +0.6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.45B -$67.5M -143,739 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.28B -$51.7M -110,037 -2%
State Street
5
State Street
Massachusetts
$2.74B -$106M -226,465 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.42B -$1B -2,134,201 -30%
Capital World Investors
7
Capital World Investors
California
$1.14B +$4.84M +10,301 +0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.13B +$17M +36,275 +2%
Morgan Stanley
9
Morgan Stanley
New York
$993M +$56.3M +119,760 +6%
Capital Research Global Investors
10
Capital Research Global Investors
California
$979M +$237M +504,841 +33%
JP Morgan Chase
11
JP Morgan Chase
New York
$839M +$13.5M +28,650 +2%
Citadel Advisors
12
Citadel Advisors
Florida
$774M +$637M +1,355,422 +578%
Ameriprise
13
Ameriprise
Minnesota
$741M +$189M +402,559 +36%
Norges Bank
14
Norges Bank
Norway
$686M -$30.1M -63,986 -4%
Northern Trust
15
Northern Trust
Illinois
$646M +$30.2M +64,245 +5%
DZ Bank
16
DZ Bank
Germany
$634M +$605M +1,287,486 +7,884%
Newport Trust Company
17
Newport Trust Company
District of Columbia
$633M -$15.2M -32,345 -2%
Franklin Resources
18
Franklin Resources
California
$538M -$22.9M -48,653 -4%
Marshall Wace
19
Marshall Wace
United Kingdom
$493M +$477M +1,014,185 New
Bank of America
20
Bank of America
North Carolina
$485M +$105M +222,420 +29%
Legal & General Group
21
Legal & General Group
United Kingdom
$479M -$18.9M -40,291 -4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$475M +$3.92M +8,341 +0.9%
Invesco
23
Invesco
Georgia
$470M +$6.42M +13,670 +1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$450M -$116M -246,283 -21%
T. Rowe Price Investment Management
25
T. Rowe Price Investment Management
Maryland
$437M +$400M +851,860 +1,843%

HUM Hedge Fund Activity: Q3 2023 in Review

1,086 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q3 2023, worth a combined $55.5B — up 7.2% from $51.8B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new HUM positions and 104 closed out — a net gain of 25 holders — while 397 added to existing stakes and 397 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $637M. The largest seller was Capital International Investors, exiting entirely with an estimated $1.73B sold.

  • 1,086 institutional investors held Humana (HUM) as of Q3 2023, up from 1,071 in Q2 2023.
  • Funds reported $55.5B of Humana stock for Q3 2023, up 7.2% quarter-over-quarter.
  • 129 funds opened new Humana positions in Q3 2023 and 104 closed out, a net change of +25 holders.
  • The largest Humana buyer in Q3 2023 was Citadel Advisors, an estimated $637M added.
  • The largest Humana seller in Q3 2023 was Capital International Investors, an estimated $1.73B sold.

Based on aggregated 13F filings for Q3 2023.