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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
GCP
176
GSA Capital Partners
United Kingdom
$1.46M +$133K +760 +10%
ZIM
177
Zacks Investment Management
Illinois
$1.42M +$73.6K +420 +5%
URS
178
Utah Retirement Systems
Utah
$1.41M – – –
MAM
179
Meeder Asset Management
Ohio
$1.39M -$297K -1,697 -17%
BC
180
Brinker Capital
Pennsylvania
$1.37M +$1.39M +7,955 New
WCM
181
Wedge Capital Management
North Carolina
$1.33M +$183K +1,042 +15%
CGH
182
Crossmark Global Holdings
Texas
$1.33M +$1.36M +7,764 New
PMAM
183
Picton Mahoney Asset Management
Ontario, Canada
$1.32M +$1.35M +7,700 New
CIP
184
Chartwell Investment Partners
Pennsylvania
$1.27M +$316K +1,805 +32%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$1.26M +$823K +4,696 +177%
Pacer Advisors
186
Pacer Advisors
Pennsylvania
$1.26M +$169K +966 +15%
ARTA
187
A.R.T. Advisors
New York
$1.25M +$1.28M +7,300 New
CSS
188
Cubist Systematic Strategies
Connecticut
$1.24M +$856K +4,883 +207%
DTL
189
Dynamic Technology Lab
Singapore
$1.23M +$784K +4,470 +167%
SCM
190
Sterling Capital Management
North Carolina
$1.21M – – –
Verition Fund Management
191
Verition Fund Management
Connecticut
$1.19M +$1.21M +6,906 New
WIS
192
Wright Investors Service
Connecticut
$1.16M +$13.8K +79 +1%
Jane Street
193
Jane Street
New York
$1.14M +$1.16M +6,624 New
SAM
194
Shell Asset Management
Netherlands
$1.14M +$1.16M +6,628 New
COPPSERS
195
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.11M – – –
Alyeska Investment Group
196
Alyeska Investment Group
Illinois
$1.11M +$469K +2,674 +71%
PA
197
Profund Advisors
Maryland
$1.08M +$93.1K +531 +9%
HMS
198
Hanseatic Management Services
New Mexico
$1.07M -$1.59M -9,085 -59%
GC
199
Globeflex Capital
California
$1.07M -$1.79M -10,221 -62%
NMIMC
200
Northwestern Mutual Investment Management Company
Wisconsin
$1M -$322K -1,837 -24%
6 7
8
9 10

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.