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VLTAVA Fund is Betting on Humana (HUM) Stock

Alex Smith

VLTAVA Fund recently released its Q2 2020 Investor Letter, a copy of which you can download here. VLTAVA is a global equity investment fund launched by Daniel Gladis in 2004. You should check out VLTAVA Fund's top 5 stock picks for investors to buy right now, which could be the biggest winners of the stock market crash.

In the said letter, VLTAVA highlighted a few stocks and Humana Inc (NYSE:HUM) is one of them. Humana Inc (NYSE:HUM) is a health and well-being company. Year-to-date, Humana Inc (NYSE:HUM) stock gained 14.3% and on August 11th it had a closing price of $415.77. VLTAVA cared to mention Humana Inc (NYSE:HUM) in its investor letter, though they didn't say why they really like the stock. All they said is this:

"Humana is benefitting from a lower number of visits to physicians, which means lower insurance pay-outs for health care. This trend will most probably return gradually to normal by the end of the year."

Africa Studio/Shutterstock.com

In June, we published an article revealing that HealthInvest Partners AB is bearish about Humana Inc (NYSE:HUM) stock. The investment firm sold its holding as they had earned a profit of 50%.

In Q1 2020, the number of bullish hedge fund positions on Humana Inc (NYSE:HUM) stock decreased by about 7% from the previous quarter (see the chart here), so a number of other hedge fund managers don't seem to agree with Humana's growth potential. Our calculations showed that Humana Inc (NYSE:HUM) isn't ranked among the 30 most popular stocks among hedge funds.

The top 10 stocks among hedge funds returned 185% since the end of 2014 and outperformed the S&P 500 Index ETFs by more than 109 percentage points. We know it sounds unbelievable. You have been dismissing our articles about top hedge fund stocks mostly because you were fed biased information by other media outlets about hedge funds' poor performance. You could have doubled the size of your nest egg by investing in the top hedge fund stocks instead of dumb S&P 500 ETFs. Below you can watch our video about the top 5 hedge fund stocks right now. All of these stocks had positive returns in 2020.

Video: Top 5 Stocks Among Hedge Funds

At Insider Monkey we scour multiple sources to uncover the next great investment idea. We go through lists like the 10 most profitable companies in America to pick the best large-cap stocks to buy. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. If you want to find out the best healthcare stock to buy right now, you can watch our latest hedge fund manager interview here. You can subscribe to our free enewsletter below to receive our stories in your inbox:


Disclosure: None. This article is originally published at Insider Monkey.