Here’s What Hit Humana (HUM) in Q1
Pzena Investment Management recently released its first-quarter 2026 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 5,470,982 | $948,613,569 | +35% | 3.08% |
| 2. | Sessa Capital John Petry | 3,727,740 | $646,352,839 | +61% | 11.73% |
| 3. | Eagle Capital Management Boykin Curry | 2,967,074 | $514,460,967 | -9% | 1.73% |
| 4. | 1,044,900 | $181,175,211 | +4% | 0.03% | |
| 5. | 616,800 | $106,946,952 | -6% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $185.21 | 810 | $150,016.05 | 11,657 | 2026-02-23 | Filing | |
| $229.25 | 6,530 | $1,496,983.56 | 30,474 | 2025-05-14 | Filing | |
| $367.09 | 545 | $200,066.07 | 2,578 | 2024-02-20 | Filing | |
| $403.37 | 375 | $151,263.19 | 375 | 2021-03-08 | Filing | |
| $289.40 | 1,500 | $434,100.00 | 3,162 | 2020-03-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $256.26 | 3,703 | $948,925.23 | 8,181 | 2024-12-31 | Filing | |
| $526.75 | 1,500 | $790,118.85 | 3,931 | 2023-05-04 | Filing | |
| $526.02 | 2,656 | $1,397,107.53 | 5,431 | 2023-05-04 | Filing | |
| $505.85 | 17,575 | $8,890,232.91 | 70,040 | 2023-02-27 | Filing | |
| $507.97 | 2,048 | $1,040,328.29 | 4,256 | 2023-02-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,380,673 | $1,973,294,891 | 1.08% | |
| 2. | 10,199,055 | $1,768,414,219 | 0.03% | |
| 3. | 7,838,762 | $1,359,162,943 | 0.03% | |
| 4. | 5,808,435 | $1,007,124,545 | 0.05% | |
| 5. | 5,452,992 | $950,248,630 | 0.03% |