Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
Humana Inc (NYSE: HUM)
Humana is one of the largest private insurance organizations participating in the Medicare Advantage program. The firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from individual and group Medicare Advantage, Medicaid, and the military’s Tricare program. Additionally, the firm is a leader in stand-alone prescription drug plans offered to seniors enrolled in traditional fee-for-service Medicare. Humana also has a nascent commercial offering focusing on risk arrangements alongside specialty offerings such as dental, vision, and life for smaller employers.
A quick look at the price chart below for Humana shows us that the stock is down 17% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.93 which means that it remains undervalued.
(Source: Google Finance)
Super-investors who currently hold positions in Humana include:
Jim Simons – 2,940,100 total shares
Lee Ainslie – 1,550,726 total shares
Cliff Asness – 1,232,325 total shares
Ken Griffin – 814,430 total shares
Steve Cohen – 436,034 total shares
David Tepper – 95,391 total shares
Joel Greenblatt – 71,419 total shares
Paul Tudor Jones – 5,561 total shares
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