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WCG

Wellcare Health Plans, Inc.
WCG

Delisted

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

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323 hedge funds and large institutions have $7.91B invested in Wellcare Health Plans, Inc. in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $6.22B → $7.91B (+$1.69B)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

1% less funds holding

Funds holding: 327 → 323 (-4)

14% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 139

35% less call options, than puts

Call options by funds: $39.3M | Put options by funds: $60.6M

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
323
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
8.05%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
28
Increased
119
Reduced
139
Closed
29
Calls
$39.3M
Puts
$60.6M
Net Calls
-$21.3M
Net Calls Change
-$12.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$157M
2
American Century Companies
American Century Companies
Missouri
+$54M
3
Goldman Sachs
Goldman Sachs
New York
+$52M
4
Renaissance Technologies
Renaissance Technologies
New York
+$38.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$27.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$43.7M
2
BM
Bridger Management
New York
-$35.4M
3
O
OppenheimerFunds
New York
-$34.6M
4
PCM
Pennant Capital Management
New Jersey
-$33.3M
5
Northern Trust
Northern Trust
Illinois
-$30M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
151
Globeflex Capital
California
$2.95M +$1.66M +10,018 +156%
VRS
152
Virginia Retirement Systems
Virginia
$2.93M – – –
OPERF
153
Oregon Public Employees Retirement Fund
Oregon
$2.92M +$120K +723 +5%
PVH
154
Psagot Value Holdings
Israel
$2.87M – – –
Natixis Advisors
155
Natixis Advisors
Massachusetts
$2.77M -$41.9K -253 -2%
SCM
156
Stevens Capital Management
Pennsylvania
$2.76M +$2.55M +15,364 New
Millennium Management
157
Millennium Management
New York
$2.75M -$7M -42,263 -73%
HMS
158
Hanseatic Management Services
New Mexico
$2.75M +$81.5K +492 +3%
BF
159
BOK Financial
Oklahoma
$2.64M -$455K -2,743 -16%
SEI Investments
160
SEI Investments
Pennsylvania
$2.62M +$759K +4,582 +46%
SSCM
161
Summit Street Capital Management
New York
$2.53M -$173K -1,042 -7%
CIP
162
Convergence Investment Partners
Florida
$2.49M -$580K -3,503 -20%
DekaBank Deutsche Girozentrale
163
DekaBank Deutsche Girozentrale
Germany
$2.43M – – –
AIP
164
Ameritas Investment Partners
Nebraska
$2.39M +$42.3K +255 +2%
NBC
165
Neuberger Berman Canada
Ontario, Canada
$2.29M -$223K -1,348 -10%
LSERS
166
Louisiana State Employees Retirement System
Louisiana
$2.08M +$66.3K +400 +4%
B
167
Barings
North Carolina
$2.07M -$1.02M -6,180 -35%
SG Americas Securities
168
SG Americas Securities
New York
$2.05M -$24.9K -150 -1%
CCM
169
Cadence Capital Management
Massachusetts
$2.05M +$321K +1,939 +20%
Los Angeles Capital Management
170
Los Angeles Capital Management
California
$2.03M +$147K +889 +9%
ERSOT
171
Employees Retirement System of Texas
Texas
$1.98M – – –
EAM
172
Eagle Asset Management
Florida
$1.92M -$18.2K -110 -1%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$1.9M -$829 -5 -0%
AAM
174
Advisors Asset Management
Colorado
$1.88M +$66.1K +399 +4%
DCM
175
Dupont Capital Management
Delaware
$1.85M +$1.71M +10,294 New
5 6
7
8 9

WCG Hedge Fund Activity: Q2 2017 in Review

323 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Wellcare Health Plans, Inc. (WCG) for Q2 2017, worth a combined $7.91B — up 27% from $6.22B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of WCG and 28 opened new positions — a net loss of 1 holder — while 139 trimmed existing stakes and 119 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $157M. The largest seller was T. Rowe Price Associates, cutting an estimated $43.7M.

  • 323 institutional investors held Wellcare Health Plans, Inc. (WCG) as of Q2 2017, down from 327 in Q1 2017.
  • Funds reported $7.91B of Wellcare Health Plans, Inc. stock for Q2 2017, up 27% quarter-over-quarter.
  • 28 funds opened new Wellcare Health Plans, Inc. positions in Q2 2017 and 29 closed out, a net change of -1 holder.
  • The largest Wellcare Health Plans, Inc. buyer in Q2 2017 was Capital Research Global Investors, an estimated $157M added.
  • The largest Wellcare Health Plans, Inc. seller in Q2 2017 was T. Rowe Price Associates, an estimated $43.7M sold.

Based on aggregated 13F filings for Q2 2017.