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WCG

Wellcare Health Plans, Inc.
WCG

Delisted

WCG was delisted on the 23rd of January, 2020.

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235 hedge funds and large institutions have $3.13B invested in Wellcare Health Plans, Inc. in 2014 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

18% more capital invested

Capital invested by funds: $2.65B → $3.13B (+$478M)

7% more funds holding

Funds holding: 220 → 235 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 91

14% less call options, than puts

Call options by funds: $23.6M | Put options by funds: $27.5M

Holders
235
Holders Change
+15
Holders Change %
+6.82%
% of All Funds
6.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
81
Reduced
91
Closed
22
Calls
$23.6M
Puts
$27.5M
Net Calls
-$3.94M
Net Calls Change
+$38.2M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$26.9M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$22M
3
Millennium Management
Millennium Management
New York
+$21.4M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$21.2M
5
QI
QS Investors
New York
+$21.2M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$31M
2
NTC
North Tide Capital
Massachusetts
-$25M
3
DCM
Daruma Capital Management
New York
-$23.1M
4
Goldman Sachs
Goldman Sachs
New York
-$18.4M
5
ACM
Addison Clark Management
Connecticut
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
226
Whittier Trust
California
$8K – – –
BRWA
227
B. Riley Wealth Advisors
Florida
$7.68K +$7.35K +103 New
FWM
228
Focused Wealth Management
New York
$7K – – –
MFS
229
MSI Financial Services
Massachusetts
$4K +$1.78K +25 +100%
MAS
230
Madden Advisory Services
Florida
$3K – – –
Bessemer Group
231
Bessemer Group
New Jersey
$3K +$2.42K +34 New
LTFS
232
Ladenburg Thalmann Financial Services
Florida
$2K – – –
LNB
233
Ledyard National Bank
$1K -$1.5K -21 -51%
Envestnet Asset Management
234
Envestnet Asset Management
Illinois
$1K – – –
AWCI
235
Alpine Woods Capital Investors
New York
$447 – – –
SGA
236
Sector Gamma AS
Norway
– -$12.4M -194,700 Closed
CII
237
CR Intrinsic Investors
Connecticut
– -$6.35M -100,000 Closed
GACM
238
Green Arrow Capital Management
New York
– -$5.08M -80,000 Closed
AL
239
AJO LP
Pennsylvania
– -$3.52M -55,500 Closed
LOAMU
240
Lombard Odier Asset Management (USA)
New York
– -$3.18M -50,000 Closed
SCA
241
SAC Capital Advisors
Connecticut
– -$2.99M -47,080 Closed
BA
242
Boston Advisors
Massachusetts
– -$2.54M -40,050 Closed
LI
243
LMCG Investments
Massachusetts
– -$2.1M -33,126 Closed
RJA
244
Raymond James & Associates
Florida
– -$1.96M -30,855 Closed
HHC
245
Hutchin Hill Capital
New York
– -$1.19M -18,800 Closed
ACI
246
Advance Capital I
Michigan
– -$1.02M -16,000 Closed
TC
247
TFS Capital
Pennsylvania
– -$964K -15,179 Closed
D.E. Shaw & Co
248
D.E. Shaw & Co
New York
– -$1.02M -14,309 Closed
SB
249
Suntrust Banks
Georgia
– -$605K -9,542 Closed
AG
250
Algert Global
California
– -$492K -7,750 Closed
7 8 9
10
11

WCG Hedge Fund Activity: Q2 2014 in Review

235 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Wellcare Health Plans, Inc. (WCG) for Q2 2014, worth a combined $3.13B — up 18% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WCG positions and 22 closed out — a net gain of 16 holders — while 81 added to existing stakes and 91 trimmed.

The largest buyer was Norges Bank, adding an estimated $26.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $31M.

  • 235 institutional investors held Wellcare Health Plans, Inc. (WCG) as of Q2 2014, up from 220 in Q1 2014.
  • Funds reported $3.13B of Wellcare Health Plans, Inc. stock for Q2 2014, up 18% quarter-over-quarter.
  • 38 funds opened new Wellcare Health Plans, Inc. positions in Q2 2014 and 22 closed out, a net change of +16 holders.
  • The largest Wellcare Health Plans, Inc. buyer in Q2 2014 was Norges Bank, an estimated $26.9M added.
  • The largest Wellcare Health Plans, Inc. seller in Q2 2014 was T. Rowe Price Associates, an estimated $31M sold.

Based on aggregated 13F filings for Q2 2014.