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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
Northern Trust
26
Northern Trust
Illinois
$62.3M -$1.31M -7,471 -2%
CCI
27
Columbus Circle Investors
$57.1M -$2.19M -12,512 -4%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$53M +$29.1M +166,154 +117%
Millennium Management
29
Millennium Management
New York
$47.2M +$45.5M +259,576 +1,692%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$46.5M +$10.4M +59,074 +28%
Allianz Asset Management
31
Allianz Asset Management
Germany
$45.6M -$8.46M -48,278 -15%
BCM
32
Bridgeway Capital Management
Texas
$45.6M -$578K -3,300 -1%
Charles Schwab
33
Charles Schwab
California
$45.1M -$17.6M -100,304 -28%
NI
34
Numeric Investors
Massachusetts
$43.6M +$14.4M +82,400 +48%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$43.1M +$33.1M +188,630 +303%
HAI
36
Hennessy Advisors Inc
California
$41.6M -$4.03M -23,000 -9%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$37.8M +$25.9M +147,976 +206%
Deutsche Bank
38
Deutsche Bank
Germany
$37.3M +$953K +5,435 +3%
NFA
39
Nationwide Fund Advisors
Ohio
$36.9M +$6.74M +38,427 +22%
CCMH
40
Cornerstone Capital Management Holdings
New York
$35.4M +$131K +745 +0.4%
Principal Financial Group
41
Principal Financial Group
Iowa
$34.9M -$39.7M -226,404 -53%
Bank of America
42
Bank of America
North Carolina
$34.4M -$4.16M -23,710 -11%
RSCM
43
Rock Springs Capital Management
Maryland
$33.9M – – –
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$32.2M +$2.55M +14,559 +8%
N
45
Natixis
France
$30.2M +$7.74M +44,160 +34%
FL
46
Fort LP
Maryland
$30.1M +$4.4M +25,117 +17%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$30.1M +$1.38M +7,900 +5%
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$28.3M +$18.8M +107,411 +188%
O
49
OppenheimerFunds
New York
$26.8M -$4.86M -27,713 -15%
HRCM
50
Hood River Capital Management
Florida
$25.8M +$596K +3,402 +2%
1
2
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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.