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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
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$2.68M -$416K -2,376 -13%
SEI Investments
152
SEI Investments
Pennsylvania
$2.62M +$110K +626 +4%
LMGAM
153
Liberty Mutual Group Asset Management
Massachusetts
$2.54M -$405K -2,311 -14%
CIP
154
Convergence Investment Partners
Florida
$2.46M +$85.4K +487 +4%
BF
155
BOK Financial
Oklahoma
$2.43M -$100K -571 -4%
SSCM
156
Summit Street Capital Management
New York
$2.42M – – –
PVH
157
Psagot Value Holdings
Israel
$2.4M -$351K -2,000 -13%
AIP
158
Ameritas Investment Partners
Nebraska
$2.33M – – –
MERSOM
159
Municipal Employees' Retirement System of Michigan
Michigan
$2.31M -$650K -3,710 -22%
PG
160
PEAK6 Group
Illinois
$2.16M +$857K +4,889 +64%
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$2.16M -$217K -1,239 -9%
NBC
162
Neuberger Berman Canada
Ontario, Canada
$2.09M -$102K -583 -5%
LSERS
163
Louisiana State Employees Retirement System
Louisiana
$2.04M +$52.6K +300 +3%
CCM
164
Cadence Capital Management
Massachusetts
$1.99M +$26.3K +150 +1%
ERSOT
165
Employees Retirement System of Texas
Texas
$1.89M – – –
Los Angeles Capital Management
166
Los Angeles Capital Management
California
$1.87M -$70.1K -400 -4%
AAM
167
Advisors Asset Management
Colorado
$1.86M +$58.5K +334 +3%
CONA
168
Capital One National Association
New York
$1.81M +$1.85M +10,571 New
EAM
169
Eagle Asset Management
Florida
$1.8M -$34.4K -196 -2%
AAMU
170
AEGON Asset Management (UK)
United Kingdom
$1.78M +$688K +3,925 +61%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$1.63M +$89.4K +510 +6%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$1.62M -$202K -1,151 -11%
State of Wisconsin Investment Board
173
State of Wisconsin Investment Board
Wisconsin
$1.55M +$32.6K +186 +2%
AB
174
Amalgamated Bank
New York
$1.52M -$34.7K -198 -2%
RJA
175
Raymond James & Associates
Florida
$1.52M -$13.3K -76 -0.9%
5 6
7
8 9

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.