Humana (HUM) Holder Senator Investment Group LP Has Lowered Its Holding by $11.57 Million; Intelsat Ord (I) Shareholder Discovery Capital Management Upped Stake

January 19, 2018 - By Marguerite Chambers

Doug Silverman decreased its stake in Humana Inc (HUM) by 6.35% based on its latest 2017Q3 regulatory filing with the SEC. Senator Investment Group Lp sold 47,616 shares as the company’s stock rose 11.38% with the market. The hedge fund run by Doug Silverman held 702,384 shares of the medical specialities company at the end of 2017Q3, valued at $171.12 million, down from 750,000 at the end of the previous reported quarter. Senator Investment Group Lp who had been investing in Humana Inc for a number of months, seems to be less bullish one the $39.00B market cap company. The stock increased 1.34% or $3.69 during the last trading session, reaching $279.44. About 1.31M shares traded or 6.48% up from the average. Humana Inc. (NYSE:HUM) has risen 35.38% since January 19, 2017 and is uptrending. It has outperformed by 18.68% the S&P500.

Rob Citrone increased its stake in Intelsat Ord (I) by 9.56% based on its latest 2017Q3 regulatory filing with the SEC. Discovery Capital Management Llc bought 606,622 shares as the company’s stock declined 25.36% while stock markets rallied. The hedge fund run by Rob Citrone held 6.95 million shares of the telecommunications equipment company at the end of 2017Q3, valued at $32.67M, up from 6.34M at the end of the previous reported quarter. Discovery Capital Management Llc who had been investing in Intelsat Ord for a number of months, seems to be bullish on the $359.38 million market cap company. The stock decreased 1.95% or $0.06 during the last trading session, reaching $3.02. About 642,694 shares traded or 13.54% up from the average. Intelsat S.A. (NYSE:I) has risen 0.32% since January 19, 2017 and is uptrending. It has underperformed by 16.38% the S&P500.

Analysts await Humana Inc. (NYSE:HUM) to report earnings on February, 14. They expect $2.00 EPS, down 4.31% or $0.09 from last year’s $2.09 per share. HUM’s profit will be $279.15M for 34.93 P/E if the $2.00 EPS becomes a reality. After $3.39 actual EPS reported by Humana Inc. for the previous quarter, Wall Street now forecasts -41.00% negative EPS growth.

Among 23 analysts covering Humana (NYSE:HUM), 14 have Buy rating, 0 Sell and 9 Hold. Therefore 61% are positive. Humana had 67 analyst reports since July 30, 2015 according to SRatingsIntel. The firm earned “Hold” rating on Tuesday, January 24 by Stifel Nicolaus. The firm has “Outperform” rating by Oppenheimer given on Thursday, March 30. The company was maintained on Friday, July 22 by FBR Capital. The company was maintained on Wednesday, April 26 by Evercore. On Friday, July 22 the stock rating was maintained by RBC Capital Markets with “Outperform”. The stock of Humana Inc. (NYSE:HUM) has “Buy” rating given on Friday, July 14 by Bank of America. The firm has “Hold” rating given on Tuesday, September 19 by Cantor Fitzgerald. Cowen & Co maintained Humana Inc. (NYSE:HUM) on Wednesday, September 20 with “Buy” rating. Deutsche Bank maintained it with “Hold” rating and $243 target in Monday, August 7 report. Barclays Capital maintained the shares of HUM in report on Thursday, July 30 with “Equal Weight” rating.

Senator Investment Group Lp, which manages about $11.90B and $7.52B US Long portfolio, upped its stake in Mgm Resorts International (NYSE:MGM) by 2.00 million shares to 9.50 million shares, valued at $309.61M in 2017Q3, according to the filing. It also increased its holding in Liberty Broadband Corp by 6,820 shares in the quarter, for a total of 971,820 shares, and has risen its stake in Jazz Pharmaceuticals Plc (NASDAQ:JAZZ).

Investors sentiment increased to 1.21 in 2017 Q3. Its up 0.01, from 1.2 in 2017Q2. It is positive, as 44 investors sold HUM shares while 184 reduced holdings. 76 funds opened positions while 201 raised stakes. 131.39 million shares or 2.57% less from 134.86 million shares in 2017Q2 were reported. Walleye Trading Ltd Liability Com reported 0.02% of its portfolio in Humana Inc. (NYSE:HUM). Connor Clark Lunn Invest Mgmt Limited owns 5,475 shares. Intact Inv has invested 0.01% in Humana Inc. (NYSE:HUM). State Teachers Retirement stated it has 235,967 shares or 0.14% of all its holdings. Bailard reported 0.28% stake. Regions Finance Corporation reported 1,905 shares. First Republic Investment Mngmt invested in 2,093 shares or 0% of the stock. Rhumbline Advisers invested 0.14% in Humana Inc. (NYSE:HUM). Omers Administration has invested 0.02% of its portfolio in Humana Inc. (NYSE:HUM). Reliance Tru Of Delaware holds 0.04% of its portfolio in Humana Inc. (NYSE:HUM) for 1,121 shares. New Mexico Educational Retirement Board owns 13,382 shares. Lpl Fincl Lc holds 3,871 shares. 456,308 were accumulated by Fil Limited. Plante Moran Fincl Advisors Limited Liability Corp invested in 0.08% or 538 shares. Wafra Invest Advisory Group Inc New York holds 0.35% of its portfolio in Humana Inc. (NYSE:HUM) for 29,269 shares.

Since August 10, 2017, it had 0 buys, and 7 insider sales for $16.22 million activity. $2.53 million worth of Humana Inc. (NYSE:HUM) was sold by Bierbower Elizabeth D. $770,760 worth of Humana Inc. (NYSE:HUM) shares were sold by Fleming William Kevin. BROUSSARD BRUCE D sold $3.02M worth of stock or 12,000 shares. Another trade for 7,054 shares valued at $1.75M was made by BILNEY JODY L on Friday, December 15. Christopher M Todoroff sold $5.79 million worth of Humana Inc. (NYSE:HUM) on Thursday, August 10.

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