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WCG

Wellcare Health Plans, Inc.
WCG

Delisted

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

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308 hedge funds and large institutions have $7.73B invested in Wellcare Health Plans, Inc. in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

10% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 114

2% less capital invested

Capital invested by funds: $7.91B → $7.73B (-$182M)

5% less funds holding

Funds holding: 323 → 308 (-15)

24% less call options, than puts

Call options by funds: $26.1M | Put options by funds: $34.3M

30% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 40

Holders
308
Holders Change
-15
Holders Change %
-4.64%
% of All Funds
7.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
28
Increased
125
Reduced
114
Closed
40
Calls
$26.1M
Puts
$34.3M
Net Calls
-$8.13M
Net Calls Change
+$13.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$152M
2
Renaissance Technologies
Renaissance Technologies
New York
+$69.7M
3
Millennium Management
Millennium Management
New York
+$45.5M
4
American Century Companies
American Century Companies
Missouri
+$39.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$33.1M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$63.9M
2
Principal Financial Group
Principal Financial Group
Iowa
-$39.7M
3
Two Sigma Investments
Two Sigma Investments
New York
-$27.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$26.7M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$24.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
326
Lazard Asset Management
New York
– -$640K -3,567 Closed
UFF
327
USA Financial Formulas
Michigan
– -$495K -2,756 Closed
PP
328
Paloma Partners
Connecticut
– -$480K -2,674 Closed
JG
329
Jefferies Group
New York
– -$476K -2,653 Closed
EMG
330
Ellington Management Group
Connecticut
– -$467K -2,600 Closed
EP
331
Edgestream Partners
New Jersey
– -$459K -2,559 Closed
PAM
332
Paradigm Asset Management
New York
– -$431K -2,400 Closed
MF
333
Magnetar Financial
Illinois
– -$426K -2,370 Closed
BCM
334
Bayesian Capital Management
New York
– -$307K -1,711 Closed
ZDA
335
Zweig-DiMenna Associates
New York
– -$287K -1,600 Closed
GCA
336
Gideon Capital Advisors
New York
– -$268K -1,490 Closed
Wolverine Trading
337
Wolverine Trading
Illinois
– -$261K -1,487 Closed
EGA
338
Eagle Global Advisors
Texas
– -$211K -1,173 Closed
Nomura Asset Management
339
Nomura Asset Management
Japan
– -$185K -1,030 Closed
TI
340
Turner Investments
Pennsylvania
– -$180K -1,000 Closed
FWM
341
Focused Wealth Management
New York
– -$162K -900 Closed
Creative Planning
342
Creative Planning
Kansas
– -$154K -859 Closed
AIM
343
Acrospire Investment Management
Illinois
– -$73K -409 Closed
PCM
344
Prelude Capital Management
New York
– -$61K -340 Closed
UWPG
345
Ullmann Wealth Partners Group
Florida
– -$24K -138 Closed
MBT
346
Monroe Bank & Trust
Michigan
– -$13K -72 Closed
GBT
347
Grove Bank & Trust
Florida
– -$10K -58 Closed
10 11 12 13
14

WCG Hedge Fund Activity: Q3 2017 in Review

308 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Wellcare Health Plans, Inc. (WCG) for Q3 2017, worth a combined $7.73B — down 2.3% from $7.91B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WCG and 28 opened new positions — a net loss of 12 holders — while 114 trimmed existing stakes and 125 added.

The largest buyer was Capital Research Global Investors, adding an estimated $152M. The largest seller was JP Morgan Chase, cutting an estimated $63.9M.

  • 308 institutional investors held Wellcare Health Plans, Inc. (WCG) as of Q3 2017, down from 323 in Q2 2017.
  • Funds reported $7.73B of Wellcare Health Plans, Inc. stock for Q3 2017, down 2.3% quarter-over-quarter.
  • 28 funds opened new Wellcare Health Plans, Inc. positions in Q3 2017 and 40 closed out, a net change of -12 holders.
  • The largest Wellcare Health Plans, Inc. buyer in Q3 2017 was Capital Research Global Investors, an estimated $152M added.
  • The largest Wellcare Health Plans, Inc. seller in Q3 2017 was JP Morgan Chase, an estimated $63.9M sold.

Based on aggregated 13F filings for Q3 2017.