Humana
What Humana is up to now
Standing read holds unchanged: the thinnest actor in the wave, dedicated crawl still recommended.
as of 2026-08-16
Sphere us
Pocket
Health
The most constrained payer — ~85% government-book (MA/Medicaid), CMS rate-set.
The axes
- Commanded capital
- ~$130B/yr revenue
- Thrust
- ~$0.77B/yr — MaxHealth close (~$908M, Feb-26) drives it
- Optionality
- most constrained — ~85% govt MA/Medicaid, CMS-set rates
- Gravity
- GROSS — #2 Medicare Advantage insurer (~5-6M MA members, flagged)
axes as of 2026-07-25 · gravity shown gross (undeflated)
Projects & threads
No live threads tagged to this actor this week.
Vocabulary
