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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
Wells Fargo
76
Wells Fargo
California
$13.8M -$6.04M -34,465 -30%
AAMU
77
Amundi Asset Management US
Massachusetts
$13.8M -$1.59M -9,066 -10%
AIMCA
78
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.3M – – –
Swiss National Bank
79
Swiss National Bank
Switzerland
$12.7M – – –
N
80
Nuveen
North Carolina
$12.5M +$1.47M +8,400 +13%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$12.5M -$1.14M -6,511 -8%
PCM
82
Penn Capital Management
Pennsylvania
$12.3M -$3.18M -18,160 -20%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$11.3M -$49.6K -283 -0.4%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.2M -$8.59K -49 -0.1%
Nomura Holdings
85
Nomura Holdings
Japan
$11.1M +$11M +62,804 +2,955%
BNP Paribas Asset Management
86
BNP Paribas Asset Management
France
$11.1M +$3.68M +21,008 +48%
CEP
87
Chicago Equity Partners
Illinois
$10.8M -$13.6M -77,483 -55%
Macquarie Group
88
Macquarie Group
Australia
$10.7M -$1.37M -7,813 -11%
MOACM
89
Mutual of America Capital Management
New York
$10.6M +$103K +590 +1%
EP
90
Elkfork Partners
Oregon
$10.6M -$2.1M -12,002 -16%
Federated Hermes
91
Federated Hermes
Pennsylvania
$10.4M +$1.9M +10,854 +22%
Voloridge Investment Management
92
Voloridge Investment Management
Florida
$10.3M -$4.56M -26,035 -30%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$10.2M +$674K +3,846 +7%
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$10.2M +$8.72M +49,743 +497%
CG
95
Clinton Group
New York
$10.2M +$6.14M +35,034 +144%
Legal & General Group
96
Legal & General Group
United Kingdom
$10.2M +$104K +595 +1%
MCM
97
Matarin Capital Management
New York
$10M +$660K +3,763 +7%
APG Asset Management
98
APG Asset Management
Netherlands
$10M +$10.2M +58,300 New
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.82M +$1.11M +6,342 +12%
GT
100
Glenmede Trust
Pennsylvania
$9.63M +$1.68M +9,611 +21%
2 3
4
5 6

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.