As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
While doing this research we’ve also uncovered a number of common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. This week we’ll take a look at:
Humana Inc (HUM)
Humana is one of the largest private health insurers in the us with a focus on administering Medicare Advantage plans. 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. The firm is also a leader in stand-alone prescription drug plans for seniors enrolled in traditional fee-for-service Medicare. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.
A quick look at the price chart below for the company shows us that the stock is down 48.37% in the past twelve months.
Source: Google Finance
Superinvestors who recently bought, or continue to hold the stock, according to their latest 13Fs include:
(Shares)
Ken Griffin – 1,294,083
Israel Englander – 555,936
Steve Cohen – 489,217
Seth Klarman – 420,000
Lee Ainslie – 191,570
George Soros – 55,000
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