HUM
Humana Inc
Humana Inc historical holders
total: 14
Baupost Group Humana Inc transactions over time
- Total transactions:
- 4
- New positions:
- 2
- Sold out:
- 2
- Held since:
- 2024 Q4
- Held for:
- 1 quarter
- Latest activity:
- 2025 Q1
Seth Klarman has been an institutional investor in Humana Inc (HUM) since 2024 Q2. According to 2026 Q1 report, Seth Klarman doesn't hold any shares. The fund/company first acquired HUM in 2024 Q2, initially purchasing 420,000 shares. Seth Klarman later completely sold out the position and reinvested in HUM again in 2024 Q4. Since the initial investment, Baupost Group has made 3 more transactions in this position.
When did Seth Klarman exit their HUM position?
Seth Klarman no longer holds Humana Inc (HUM). They sold off their entire position in 2025 Q1, closing out an investment that began in 2024 Q2.
When did Seth Klarman first invest in HUM?
Seth Klarman first invested in Humana Inc (HUM) in 2024 Q2 at the reported quarter-end price of $373.65 per share, acquiring 420,000 shares in their initial purchase.
What is Seth Klarman's average cost basis for HUM?
Based on historical transaction data, Seth Klarman's estimated cost basis for Humana Inc (HUM) is approximately $253.71 per share. This represents their average reported price* across all buy transactions.
Has Seth Klarman reinvested in HUM after selling?
Yes, Seth Klarman has shown renewed interest in Humana Inc (HUM). After completely selling their position, they reinitiated an investment in 2024 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $253.71
- Weighted AVG sell price:
- $253.71
HUM transactions history by Baupost Group
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q1
|
0.00%
|
0
|
$253.71
|
|
-100% (-346,000)
|
-2.56%
|
|
2024 Q4
|
2.56%
|
346,000
|
$253.71
|
$87,784,000
|
new
|
+2.56%
|
|
2024 Q3
|
0.00%
|
0
|
$373.65
|
|
-100% (-420,000)
|
-4.32%
|
|
2024 Q2
|
4.32%
|
420,000
|
$373.65
|
$156,933,000
|
new
|
+4.32%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.