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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
MFG
451
MidWestOne Financial Group
Iowa
-$280K -982 Closed
BHWM
452
Bar Harbor Wealth Management
New Hampshire
-$265K -931 Closed
AT
453
Arden Trust
Delaware
-$256K -900 Closed
SS
454
Simplicity Solutions
Minnesota
-$256K -898 Closed
TSS
455
Two Sigma Securities
New York
-$256K -898 Closed
P
456
Pitcairn
Pennsylvania
-$252K -884 Closed
B
457
Bellecapital
Switzerland
-$238K -835 Closed
IRF
458
IBM Retirement Fund
New York
-$222K -778 Closed
CC
459
ClearArc Capital
Ohio
-$218K -766 Closed
Axa
460
Axa
France
-$212K -742 Closed
BDF
461
Balasa Dinverno & Foltz
-$208K -730 Closed
JIP
462
Jaffetilchin Investment Partners
Florida
-$204K -714 Closed
FPS
463
Fieldpoint Private Securities
Connecticut
-$160K -563 Closed
Twin Tree Management
464
Twin Tree Management
Texas
-$94K -329 Closed
CAW
465
Cornerstone Advisors (Washington)
Washington
-$63K -221 Closed
PCP
466
Proficio Capital Partners
Massachusetts
-$62K -217 Closed
CCMW
467
Cypress Capital Management (Wyoming)
Wyoming
-$58K -205 Closed
FHA
468
First Horizon Advisors
Tennessee
-$33K -118 Closed
AC
469
Avestar Capital
New York
-$16K -65 Closed
NCM
470
Next Capital Management
New York
-$16K -55 Closed
FAM
471
Fred Alger Management
New York
-$15K -51 Closed
SIM
472
Sonora Investment Management
Arizona
-$14K -50 Closed
HNB
473
Huntington National Bank
Ohio
-$11.9K -43 -98%
DWM
474
Doyle Wealth Management
Florida
-$11K -40 Closed
EWA
475
Evolution Wealth Advisors
Florida
-$11K -38 Closed

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.