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WCG

Wellcare Health Plans, Inc.
WCG

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 218228 (+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: 52 (-3)

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
6.62%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
37
Increased
87
Reduced
81
Closed
26
Calls
$35.4M
Puts
$26.1M
Net Calls
+$9.32M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$29.4M +$318K +4,556 +1%
TA
27
Teachers Advisors
New York
$29.3M +$15M +215,388 +107%
TCIM
28
TIAA CREF Investment Management
New York
$27.8M +$9.27M +132,850 +51%
ICOM
29
Investment Counselors of Maryland
Maryland
$27.7M -$740K -10,600 -3%
Norges Bank
30
Norges Bank
Norway
$26.6M
OCG
31
Opus Capital Group
Ohio
$25.1M -$543K -7,783 -2%
CAM
32
Cortina Asset Management
Wisconsin
$23.4M -$12.2M -175,200 -35%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$22.9M -$549K -7,868 -2%
PCM
34
Palisade Capital Management
New Jersey
$21.4M -$454K -6,505 -2%
PCM
35
PAR Capital Management
Massachusetts
$21.1M -$14M -200,000 -40%
WCM Investment Management
36
WCM Investment Management
California
$20.9M -$1.95M -27,893 -9%
LCP
37
Lombardia Capital Partners
California
$20.4M +$20.2M +289,070 New
Wells Fargo
38
Wells Fargo
California
$17.9M -$770K -11,033 -4%
BIM
39
BlackRock Investment Management
Delaware
$17.9M -$343K -4,917 -2%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$17.7M +$1.82M +26,081 +12%
AQR Capital Management
41
AQR Capital Management
Connecticut
$16.2M +$15.1M +216,376 +1,650%
PC
42
Polar Capital
United Kingdom
$15.8M +$3.14M +45,000 +25%
AL
43
AJO LP
Pennsylvania
$14.7M +$4.26M +61,100 +42%
Prudential Financial
44
Prudential Financial
New Jersey
$14.4M +$5.92M +84,850 +71%
Bank of America
45
Bank of America
North Carolina
$14.3M +$1.69M +24,216 +14%
Deutsche Bank
46
Deutsche Bank
Germany
$13.9M +$1.25M +17,878 +10%
NFA
47
Nationwide Fund Advisors
Ohio
$13.8M +$728K +10,425 +6%
SFM
48
Systematic Financial Management
New Jersey
$13.6M +$1.46M +20,914 +12%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$12.9M +$726K +10,401 +6%
Morgan Stanley
50
Morgan Stanley
New York
$12.8M +$4.37M +62,608 +52%

WCG Hedge Fund Activity: Q4 2013 in Review

228 of the 3,445 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.