We are live on ! Find out more
WCG

Wellcare Health Plans, Inc.
WCG

Delisted

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

235 hedge funds and large institutions have $3.13B invested in Wellcare Health Plans, Inc. in 2014 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

18% more capital invested

Capital invested by funds: $2.65B → $3.13B (+$478M)

7% more funds holding

Funds holding: 220235 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 91

14% less call options, than puts

Call options by funds: $23.6M | Put options by funds: $27.5M

Holders
235
Holders Change
+15
Holders Change %
+6.82%
% of All Funds
6.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
81
Reduced
91
Closed
22
Calls
$23.6M
Puts
$27.5M
Net Calls
-$3.94M
Net Calls Change
+$38.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$16M +$968K +13,578 +7%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$15.9M +$15.2M +213,350 New
Morgan Stanley
53
Morgan Stanley
New York
$14.7M +$1.16M +16,271 +9%
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$13.7M +$3.07M +43,050 +31%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$13.3M -$229K -3,216 -2%
HCMT
56
Highland Capital Management (Texas)
Texas
$13.2M +$12.6M +176,465 New
NAP
57
New Amsterdam Partners
New York
$13.1M -$109K -1,526 -0.9%
Deutsche Bank
58
Deutsche Bank
Germany
$13M +$5.33M +74,796 +75%
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$12.5M -$970K -13,600 -7%
TSW
60
Thompson Siegel & Walmsley
Virginia
$12.4M -$7.12M -99,833 -37%
Charles Schwab
61
Charles Schwab
California
$12.3M +$106K +1,480 +0.9%
HA
62
Hays Advisory
Tennessee
$12.2M -$716K -10,033 -6%
USAA
63
United Services Automobile Association
Texas
$11.5M -$642K -9,000 -6%
UBS AM
64
UBS AM
Illinois
$11.3M
BCM
65
BBT Capital Management
Texas
$11.2M +$3.55M +49,806 +50%
BIM
66
Bogle Investment Management
Massachusetts
$10.8M +$10.3M +144,124 New
FAM
67
Fred Alger Management
New York
$10.3M -$1.56M -21,898 -14%
Prudential Financial
68
Prudential Financial
New Jersey
$9.82M -$10.1M -142,261 -52%
MAA
69
Managed Account Advisors
New Jersey
$9.54M +$971K +13,612 +12%
Canada Life
70
Canada Life
Manitoba, Canada
$9.05M +$297K +4,161 +4%
American Century Companies
71
American Century Companies
Missouri
$8.83M +$1.45M +20,371 +21%
AIG
72
American International Group
New York
$8.65M -$153K -2,143 -2%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$8.61M +$1.31M +18,300 +19%
AllianceBernstein
74
AllianceBernstein
Tennessee
$8.6M -$104K -1,463 -1%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$8.59M -$299K -4,186 -4%

WCG Hedge Fund Activity: Q2 2014 in Review

235 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Wellcare Health Plans, Inc. (WCG) for Q2 2014, worth a combined $3.13B — up 18% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WCG positions and 22 closed out — a net gain of 16 holders — while 81 added to existing stakes and 91 trimmed.

The largest buyer was Norges Bank, adding an estimated $26.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $31M.

  • 235 institutional investors held Wellcare Health Plans, Inc. (WCG) as of Q2 2014, up from 220 in Q1 2014.
  • Funds reported $3.13B of Wellcare Health Plans, Inc. stock for Q2 2014, up 18% quarter-over-quarter.
  • 38 funds opened new Wellcare Health Plans, Inc. positions in Q2 2014 and 22 closed out, a net change of +16 holders.
  • The largest Wellcare Health Plans, Inc. buyer in Q2 2014 was Norges Bank, an estimated $26.9M added.
  • The largest Wellcare Health Plans, Inc. seller in Q2 2014 was T. Rowe Price Associates, an estimated $31M sold.

Based on aggregated 13F filings for Q2 2014.