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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
First Trust Advisors
51
First Trust Advisors
Illinois
$25.7M +$779K +4,444 +3%
Morgan Stanley
52
Morgan Stanley
New York
$25.2M -$20.7M -118,021 -45%
Robeco Institutional Asset Management
53
Robeco Institutional Asset Management
Netherlands
$25.1M +$5.56M +31,724 +28%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$24.1M +$1M +5,718 +4%
GC
55
Guggenheim Capital
Illinois
$23.1M +$4.34M +24,760 +23%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$21.8M -$585K -3,338 -3%
JIM
57
Jupiter Investment Management
United Kingdom
$21.4M +$17.7M +101,114 +427%
Loomis, Sayles & Company
58
Loomis, Sayles & Company
Massachusetts
$20M -$1.2M -6,849 -6%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$19.5M +$4.84M +27,596 +32%
PPA
60
Parametric Portfolio Associates
Washington
$18.9M +$351K +2,005 +2%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$18.6M +$1.95M +11,113 +11%
BA
62
Boston Advisors
Massachusetts
$18.2M +$33.3K +190 +0.2%
PAM
63
Panagora Asset Management
Massachusetts
$17.4M -$2.23M -12,723 -11%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$17M +$12.1K +69 +0.1%
AIG
65
American International Group
New York
$16.7M -$32.3K -184 -0.2%
SFM
66
Systematic Financial Management
New Jersey
$16.5M -$161K -918 -0.9%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$16.1M -$10.7M -60,924 -39%
AIM
68
Assured Investment Management
New York
$15.7M +$8.08M +46,105 +102%
WG
69
Winton Group
United Kingdom
$15.4M -$1.29M -7,354 -8%
SIM
70
Spark Investment Management
New York
$15.3M -$1.51M -8,600 -9%
CS
71
Credit Suisse
Switzerland
$14.9M +$2.72M +15,536 +22%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$14.9M – – –
Capital Fund Management (CFM)
73
Capital Fund Management (CFM)
France
$14.8M +$6.36M +36,299 +73%
PI
74
Putnam Investments
Massachusetts
$14.7M -$1.66M -9,459 -10%
UBS AM
75
UBS AM
Illinois
$14.7M +$1.97M +11,248 +15%
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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.