Wellcare Health Plans, Inc.
WCG
WCG was delisted on the 23rd of January, 2020.
228 hedge funds and large institutions have $2.98B invested in Wellcare Health Plans, Inc. in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 81 reducing their positions, and 26 closing their positions.
42% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 26
36% more call options, than puts
Call options by funds: $35.4M | Put options by funds: $26.1M
5% more funds holding
Funds holding: 218 → 228 (+10)
7% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 81
1% less capital invested
Capital invested by funds: $3.01B → $2.98B (-$27.3M)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$50.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$25M |
| 3 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
+$20.2M |
| 4 |
O
OppenheimerFunds
New York
|
+$19M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
-$44.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$43.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$27.9M |
| 4 |
WI
WHV Investments
San Francisco,
California
|
-$25.1M |
| 5 |
DCM
Daruma Capital Management
New York
|
-$20.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
251
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$49K | -708 | Closed |
|
252
Credit Agricole
Montrouge Cedex,
France
| – | -$35K | -500 | Closed |
|
|
QT
253
Quantbot Technologies
New York
| – | -$6K | -100 | Closed |
|
|
OSAM
254
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$349 | +5 | New |
|
WCG Hedge Fund Activity: Q4 2013 in Review
228 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Wellcare Health Plans, Inc. (WCG) for Q4 2013, worth a combined $2.98B — down 0.91% from $3.01B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new WCG positions and 26 closed out — a net gain of 11 holders — while 87 added to existing stakes and 81 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $50.8M. The largest seller was Cambiar Investors, exiting entirely with an estimated $44.5M sold.
- 228 institutional investors held Wellcare Health Plans, Inc. (WCG) as of Q4 2013, up from 218 in Q3 2013.
- Funds reported $2.98B of Wellcare Health Plans, Inc. stock for Q4 2013, down 0.91% quarter-over-quarter.
- 37 funds opened new Wellcare Health Plans, Inc. positions in Q4 2013 and 26 closed out, a net change of +11 holders.
- The largest Wellcare Health Plans, Inc. buyer in Q4 2013 was Goldman Sachs, an estimated $50.8M added.
- The largest Wellcare Health Plans, Inc. seller in Q4 2013 was Cambiar Investors, an estimated $44.5M sold.
Based on aggregated 13F filings for Q4 2013.