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McKesson

801 hedge funds and large institutions have $35.3B invested in McKesson in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 266 increasing their positions, 351 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $32B → $35.3B (+$3.28B)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

1% more funds holding

Funds holding: 792801 (+9)

0.74% more ownership

Funds ownership: 85.36%86.11% (+0.74%)

3% less call options, than puts

Call options by funds: $386M | Put options by funds: $397M

24% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 351

Holders
801
Holders Change
+9
Holders Change %
+1.14%
% of All Funds
23.12%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
1.24%
New
75
Increased
266
Reduced
351
Closed
52
Calls
$386M
Puts
$397M
Net Calls
-$10.9M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
251
DekaBank Deutsche Girozentrale
Germany
$11.6M -$4.08M -23,373 -26%
GT
252
Glenmede Trust
Pennsylvania
$11.6M -$2.46M -14,072 -18%
HIMCH
253
Hartford Investment Management Co (HIMCO)
Connecticut
$11.3M -$170K -971 -1%
GIBU
254
Gulf International Bank (UK)
United Kingdom
$11.3M
HCM
255
Highbridge Capital Management
New York
$11.3M -$521K -2,982 -4%
MPM
256
Meritage Portfolio Management
Kansas
$11.3M +$145K +830 +1%
DM
257
Delphi Management
Massachusetts
$11.2M -$827K -4,733 -7%
HIMC
258
Heritage Investors Management Corp
Maryland
$10.9M -$807K -4,618 -7%
DBG
259
De Burlo Group
Massachusetts
$10.9M -$1.85M -10,600 -15%
GGI
260
Godsey & Gibb Inc
Virginia
$10.9M -$339K -1,942 -3%
AAF
261
Andra AP-fonden
Sweden
$10.8M
EIM
262
ExxonMobil Investment Management
Texas
$10.6M +$82.5K +472 +0.8%
SCI
263
Seneca Capital Investments
New York
$10.6M +$10.5M +60,000 New
IRF
264
IBM Retirement Fund
New York
$10.3M -$5.7M -32,613 -36%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$10.2M +$3.67M +20,979 +57%
GHA
266
GW Henssler & Associates
Georgia
$10.2M +$1.89M +10,837 +23%
LIA
267
LS Investment Advisors
Michigan
$10.2M +$9.4M +53,821 +1,466%
SCM
268
Sandler Capital Management
New York
$9.96M +$9.86M +56,400 New
TI
269
Turner Investments
Pennsylvania
$9.92M -$1.78M -10,165 -15%
BTS
270
BB&T Securities
Virginia
$9.83M +$120K +687 +14%
GIP
271
Granite Investment Partners
California
$9.76M +$3.92M +22,439 +68%
Zurich Cantonal Bank
272
Zurich Cantonal Bank
Switzerland
$9.67M -$1.22M -6,972 -11%
CTA
273
Chesley Taft & Associates
Illinois
$9.36M -$119K -682 -1%
Nomura Holdings
274
Nomura Holdings
Japan
$9.28M +$5.73M +32,815 +167%
Royal London Asset Management
275
Royal London Asset Management
United Kingdom
$9.23M -$313K -1,792 -3%

MCK Hedge Fund Activity: Q1 2014 in Review

801 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2014, worth a combined $35.3B — up 10% from $32B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MCK positions and 52 closed out — a net gain of 23 holders — while 266 added to existing stakes and 351 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $238M. The largest seller was Viking Global Investors, exiting entirely with an estimated $204M sold.

  • 801 institutional investors held McKesson (MCK) as of Q1 2014, up from 792 in Q4 2013.
  • Funds reported $35.3B of McKesson stock for Q1 2014, up 10% quarter-over-quarter.
  • 75 funds opened new McKesson positions in Q1 2014 and 52 closed out, a net change of +23 holders.
  • The largest McKesson buyer in Q1 2014 was JP Morgan Chase, an estimated $238M added.
  • The largest McKesson seller in Q1 2014 was Viking Global Investors, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2014.