Which hedge funds own HUM? HUMANA INC, Q2 2026 13F holders
72 tracked hedge funds disclosed a position in HUM (HUMANA INC) in their Q2 2026 13F filings, worth $5.1bn in total. The largest holder by portfolio weight is Naya Capital Management UK Ltd at 43.7% of its book. 28 opened a new position this quarter: Steadfast Capital Management LP, PFM Health Sciences, LP, Braidwell LP, Beaconlight Capital, LLC. 23 exited: Duquesne Family Office LLC, Tejara Capital Ltd, Moore Capital Management, LP.
- 72
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 28
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 23
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $943m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $127m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $5.1bn
- Combined value Sum of the holders' reported positions in the security.
- 5.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Duquesne Family Office LLC | 0.8% | $23.8m |
| Tejara Capital Ltd | 0.5% | $1.6m |
| Moore Capital Management, LP | 0.3% | $9.4m |
| Jupiter Asset Management Ltd | 0.3% | $58.4m |
| Bayforest Capital Ltd | 0.3% | $264k |
| Quantitative Investment Management, LLC | 0.3% | $2.5m |
| Edgestream Partners, L.P. | 0.2% | $5.9m |
| Weiss Asset Management LP | 0.1% | $7.1m |
| Persistent Asset Partners Ltd | 0.1% | $289k |
| Qsemble Capital Management, LP | 0.1% | $1.5m |
| AlphaGrep UK Ltd | 0.1% | $371k |
| Delta Global Management LP | 0.08% | $957k |
| Atom Investors LP | 0.07% | $943k |
| Patton Fund Management, Inc. | 0.06% | $330k |
| FNY Investment Advisers, LLC | 0.05% | $104k |
| Global Endowment Management, LP | 0.03% | $260k |
| Mirabella Financial Services LLP | 0.02% | $252k |
| Centiva Capital, LP | 0.02% | $351k |
| Brevan Howard Capital Management LP | 0.01% | $1.4m |
| Voleon Capital Management LP | 0.01% | $582k |
| Two Sigma Investments, LP | 0.01% | $10.2m |
| Verition Fund Management LLC | 0.0% | $244k |
| Magnetar Financial LLC | 0.0% | $210k |
Ownership over time
Who discovered HUM first? Beta
The run: Q3 2004 → Q4 2007, +277%
| Glenview Capital Management, LLC high conviction | Q4 2015 | – | +9.5 pts |
| Maverick Capital Ltd high conviction | Q2 2019 | – | +2.5 pts |
| Lone Pine Capital LLC | Q4 2019 | – | +2.0 pts |
| Eminence Capital, LP | Q2 2014 | – | +1.7 pts |
| Standard Investments LLC | Q4 2013 | – | +0.8 pts |
| Viking Global Investors LP | Q2 2011 | – | +0.8 pts |
| Deerfield Management Company, L.P. | Q4 2013 | – | +0.5 pts |
| Zweig-DiMenna Associates LLC | Q2 2014 | – | +0.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.