An industry shake-up is apparently in the works as insurance giant Aetna is targeting a major health insurer as an acquisition prospect. Wall Street sources say the most likely candidate is Humana, which dominates the Medicare field — an area where Aetna isn't strong.

Humana shares soared Wednesday, but so were Cigna's, suggesting Aetna has its eye on that provider, as well.

The tipoff something major was in the works came Monday at a meeting at Aetna's headquarters, reported Healthcare Dive.

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