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WCG

Wellcare Health Plans, Inc.
WCG

Delisted

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

406 hedge funds and large institutions have $13.3B invested in Wellcare Health Plans, Inc. in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 138 increasing their positions, 152 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 2026 (+6)

9% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 152

9% less funds holding

Funds holding: 446406 (-40)

12% less capital invested

Capital invested by funds: $15.1B → $13.3B (-$1.81B)

36% less call options, than puts

Call options by funds: $107M | Put options by funds: $166M

50% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 80

Holders
406
Holders Change
-40
Holders Change %
-8.97%
% of All Funds
8.9%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.57%
New
40
Increased
138
Reduced
152
Closed
80
Calls
$107M
Puts
$166M
Net Calls
-$59M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
376
EARNEST Partners
Georgia
$5K
CFGS
377
Concourse Financial Group Securities
Alabama
$4K -$16.3K -59 -79%
CAPTRUST Financial Advisors
378
CAPTRUST Financial Advisors
North Carolina
$4K
CB
379
CNB Bank
Pennsylvania
$4K
SFSIG
380
San Francisco Sentry Investment Group
California
$4K +$1.38K +5 +50%
GRP
381
Global Retirement Partners
California
$4K +$3.31K +12 +300%
NIC
382
Northwest Investment Counselors
Oregon
$4K +$3.86K +14 New
UCFA
383
United Capital Financial Advisors
Texas
$4K +$4.69K +17 New
GI
384
Gradient Investments
Minnesota
$3K -$2.33M -8,457 -100%
CI
385
CX Institutional
Indiana
$3K
GWS
386
Glassman Wealth Services
Virginia
$3K +$276 +1 +9%
MAM
387
Meeder Asset Management
Ohio
$2K -$30.4K -110 -95%
BL
388
Balentine LLC
Georgia
$2K
RIM
389
Ranger Investment Management
Texas
$2K
CFG
390
Citizens Financial Group
Rhode Island
$2K +$1.38K +5 +167%
AA
391
Advisory Alpha
Michigan
$1.58K +$1.66K +6 New
EW
392
Evoke Wealth
California
$1.55K +$1.66K +6 New
GWAG
393
Garrett Wealth Advisory Group
Texas
$1.3K +$1.38K +5 New
GFPC
394
Global Financial Private Capital
Florida
$1K -$234K -849 -99%
CAM
395
ClariVest Asset Management
California
$1K -$138K -500 -99%
TWA
396
TCI Wealth Advisors
Arizona
$1K -$276 -1 -17%
CAM
397
Capco Asset Management
Florida
$1K
Fidelity International
398
Fidelity International
Bermuda
$1K
TFGT
399
TS Financial Group (TSFG)
Illinois
$1K
JWA
400
JFS Wealth Advisors
Pennsylvania
$1K +$828 +3 New

WCG Hedge Fund Activity: Q3 2019 in Review

406 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wellcare Health Plans, Inc. (WCG) for Q3 2019, worth a combined $13.3B — down 12% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of WCG and 40 opened new positions — a net loss of 40 holders — while 152 trimmed existing stakes and 138 added.

The largest buyer was Credit Suisse, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $438M.

  • 406 institutional investors held Wellcare Health Plans, Inc. (WCG) as of Q3 2019, down from 446 in Q2 2019.
  • Funds reported $13.3B of Wellcare Health Plans, Inc. stock for Q3 2019, down 12% quarter-over-quarter.
  • 40 funds opened new Wellcare Health Plans, Inc. positions in Q3 2019 and 80 closed out, a net change of -40 holders.
  • The largest Wellcare Health Plans, Inc. buyer in Q3 2019 was Credit Suisse, an estimated $149M added.
  • The largest Wellcare Health Plans, Inc. seller in Q3 2019 was T. Rowe Price Associates, an estimated $438M sold.

Based on aggregated 13F filings for Q3 2019.