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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
HA
51
Hays Advisory
Tennessee
$12.4M -$209K -2,990 -2%
TSW
52
Thompson Siegel & Walmsley
Virginia
$12M +$11.9M +170,128 New
Citadel Advisors
53
Citadel Advisors
Florida
$11.6M +$9.67M +138,502 +536%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$10.9M +$10.8M +155,093 New
FAM
55
Fred Alger Management
New York
$10.6M +$9.04M +129,457 +616%
Charles Schwab
56
Charles Schwab
California
$9.91M +$510K +7,302 +5%
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$9.13M +$4.25M +60,926 +89%
Natixis Advisors
58
Natixis Advisors
Massachusetts
$8.47M -$1.94M -27,740 -19%
AIG
59
American International Group
New York
$8.25M -$157K -2,243 -2%
Principal Financial Group
60
Principal Financial Group
Iowa
$7.76M +$111K +1,586 +1%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$7.68M
Two Sigma Advisers
62
Two Sigma Advisers
New York
$7.56M -$3.2M -45,900 -30%
QBFM
63
QS Batterymarch Financial Management
New York
$7.37M -$194K -2,784 -3%
American Century Companies
64
American Century Companies
Missouri
$7.29M -$555K -7,956 -7%
CS
65
Credit Suisse
Switzerland
$7.14M +$4.27M +61,163 +152%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$7.12M -$357K -5,115 -5%
CII
67
CR Intrinsic Investors
Connecticut
$7.04M +$6.98M +100,000 New
ARC
68
Absolute Return Capital
Massachusetts
$6.97M +$1.95M +27,946 +39%
PGCM
69
Prescott Group Capital Management
Oklahoma
$6.86M
AAMU
70
Amundi Asset Management US
Massachusetts
$6.7M +$6.64M +95,083 New
TC
71
TFS Capital
Pennsylvania
$6.3M +$5.87M +84,068 +1,570%
UBS AM
72
UBS AM
Illinois
$6.3M -$1.28M -18,300 -17%
MOACM
73
Mutual of America Capital Management
New York
$6.13M +$1.22M +17,423 +25%
PI
74
Putnam Investments
Massachusetts
$6.07M -$617K -8,835 -9%
SG Americas Securities
75
SG Americas Securities
New York
$6.04M +$3.73M +53,436 +165%

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.