WellCare Health Plans Inc (NYSE:WCG)

Data as of Oct 20
 +1.28 / +2.12%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $77.1 thousand shares of WCG during the quarter ended June 2014 and now own 96.31% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Managed Health Care industry and highlights that the smart money sees this stock as an important holding.
Mutual fund holders53.68%
Other institutional42.63%
Individual stakeholders4.87%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2014HAYS ADVISORY LLC  Bought 156.2 Thousand shares of WellCare Health Plans Inc
7/31/2014SOUND POINT CAPITAL MANAGEMENT L...  Bought 35.3 Thousand shares of WellCare Health Plans Inc
9/30/2014CARNEGIE ASSET MANAGEMENT FONDSM...  Bought 30.0 Thousand shares of WellCare Health Plans Inc

Top 10 Owners of WellCare Health Plans Inc

Total value ($)Shares
bought / sold
Wellington Management Co. LLP8.19%3,592,045216,743,995-26,665-0.74%
BlackRock Fund Advisors7.31%3,205,916193,444,971-156,157-4.64%
The Vanguard Group, Inc.5.83%2,559,689154,451,634+42,315+1.68%
T. Rowe Price Associates, Inc.4.17%1,830,958110,480,006-434,990-19.20%
Hotchkis & Wiley Capital Manageme...3.58%1,571,15594,803,493+80,755+5.42%
SSgA Funds Management, Inc.3.55%1,558,67894,050,631+1,703+0.11%
JPMorgan Investment Management, I...2.32%1,019,91561,541,671-133,592-11.58%
North Tide Capital LLC2.05%900,00054,306,000-350,000-28.00%
Fidelity Management & Research Co...1.87%820,60049,515,00400.00%
BlackRock Advisors LLC1.87%818,93549,414,538+113,827+16.14%

Top 10 Mutual Funds Holding WellCare Health Plans Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Vanguard Health Care Fund2.42%1,061,50064,050,91000.00%
T Rowe Price Small Cap Stock Fund1.91%837,50050,534,750-4,100-0.49%
Fidelity Low Priced Stock Fund1.82%796,50048,060,810-3,500-0.44%
Vanguard Small Cap Index Fund1.73%760,48845,887,846+2,567+0.34%
Vanguard Total Stock Market Index...1.59%696,70442,039,119+9,153+1.33%
BlackRock Global Allocation Fund1.45%635,99338,375,818-15,064-2.31%
iShares Russell 2000 ETF1.36%598,36036,105,04200.00%
Vanguard Explorer Fund1.35%592,90035,775,586+37,800+6.81%
iShares Core S&P Mid Cap ETF1.31%572,61534,551,58900.00%
American Beacon Small Cap Value F...1.24%545,59032,920,901-47,160-7.96%

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