WellCare Health Plans Inc (NYSE:WCG)

77.85
Data as of Jan 23
 -0.79 / -1.00%
Today’s Change
55.16
Today|||52-Week Range
84.69
-5.13%
Year-to-Date
Institutional investors purchased a net $590.6 thousand shares of WCG during the quarter ended September 2014 and now own 102.93% 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 holders54.51%
Other institutional48.42%
Individual stakeholders4.96%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

11/03/2014PENNANT CAPITAL MANAGEMENT LLC  Bought 490.0 Thousand shares of WellCare Health Plans Inc
12/31/2014SIVIK GLOBAL HEALTHCARE LLC  Bought 34.3 Thousand shares of WellCare Health Plans Inc
12/31/2014OAKBROOK INVESTMENTS LLC  Bought 3.4 Thousand shares of WellCare Health Plans Inc

Top 10 Owners of WellCare Health Plans Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wellington Management Co. LLP9.06%3,979,270326,538,896+387,225+10.78%
BlackRock Fund Advisors7.05%3,097,162254,153,114-108,754-3.39%
Pennant Capital Management LLC6.98%3,062,335251,295,210+490,000+19.05%
The Vanguard Group, Inc.5.91%2,593,094212,789,294+33,405+1.31%
Hotchkis & Wiley Capital Manageme...3.59%1,576,274129,349,044+5,119+0.33%
SSgA Funds Management, Inc.3.49%1,530,816125,618,761-27,862-1.79%
T. Rowe Price Associates, Inc.3.12%1,370,200112,438,612-460,758-25.16%
JPMorgan Investment Management, I...2.47%1,083,58088,918,575+63,665+6.24%
Daruma Capital Management LLC2.46%1,079,90188,616,676+380,626+54.43%
Pzena Investment Management LLC2.18%955,45078,404,227+549,986+135.64%

Top 10 Mutual Funds Holding WellCare Health Plans Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Health Care Fund2.71%1,189,90097,643,194+128,400+12.10%
T Rowe Price Small Cap Stock Fund1.84%805,50066,099,330-3,600-0.44%
Fidelity Low Priced Stock Fund1.81%793,90065,147,434-2,600-0.33%
Vanguard Small Cap Index Fund1.76%770,63963,238,636+3,744+0.49%
iShares Russell 2000 ETF1.71%751,72161,686,225+42,243+5.95%
Vanguard Total Stock Market Index...1.67%732,32760,094,754+2,346+0.32%
iShares Core S&P Mid Cap ETF1.48%650,37553,369,773-6,613-1.01%
BlackRock Global Allocation Fund1.41%618,94550,790,627-17,048-2.68%
Vanguard Explorer Fund1.32%579,91047,587,415-12,990-2.19%
Hotchkis & Wiley Small Cap Value ...1.07%469,10038,494,34600.00%

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