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McKesson

939 hedge funds and large institutions have $32.2B invested in McKesson in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 354 increasing their positions, 354 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $318M | Put options by funds: $264M

1.08% more ownership

Funds ownership: 85.76%86.84% (+1.1%)

6% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 80

0% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 354

0% less funds holding

Funds holding: 942939 (-3)

10% less capital invested

Capital invested by funds: $35.9B → $32.2B (-$3.7B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
939
Holders Change
-3
Holders Change %
-0.32%
% of All Funds
25.05%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.45%
New
85
Increased
354
Reduced
354
Closed
80
Calls
$318M
Puts
$264M
Net Calls
+$54.2M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
301
Employees Retirement System of Texas
Texas
$5.07M -$2.24M -12,000 -28%
DG
302
Davidson & Garrard
Virginia
$5.05M -$338K -1,814 -6%
DBT
303
Dubuque Bank & Trust
Iowa
$5.05M +$1.88M +10,105 +50%
SYBT
304
Stock Yards Bank & Trust
Kentucky
$4.86M +$8.39K +45 +0.2%
TCM
305
Twin Capital Management
Pennsylvania
$4.84M +$581K +3,117 +12%
WAM
306
Wallington Asset Management
Indiana
$4.84M -$22.4K -120 -0.4%
WG
307
Winton Group
United Kingdom
$4.7M +$5.26M +28,212 New
FHA
308
First Horizon Advisors
Tennessee
$4.7M +$243K +1,305 +5%
BRCM
309
Bright Rock Capital Management
Massachusetts
$4.67M -$14.9K -80 -0.3%
PDN
310
Pensionfund DSM Netherlands
Netherlands
$4.67M +$5.22M +28,000 New
OI
311
Oakbrook Investments
Illinois
$4.63M -$634K -3,400 -11%
MC
312
Middleton & Co
Massachusetts
$4.63M -$536K -2,877 -9%
Capital World Investors
313
Capital World Investors
California
$4.62M
QAM
314
Quantres Asset Management
Cayman Islands
$4.6M +$5.14M +27,600 New
BA
315
Boston Advisors
Massachusetts
$4.57M +$646K +3,467 +14%
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$4.52M +$83.9K +450 +2%
CAM
317
Capstone Asset Management
Texas
$4.44M -$118K -635 -2%
ProShare Advisors
318
ProShare Advisors
Maryland
$4.36M +$842K +4,516 +21%
B
319
BP
United Kingdom
$4.33M
SCA
320
Secor Capital Advisors
New York
$4.33M +$4.84M +25,949 New
LNB
321
Ledyard National Bank
$4.31M -$184K -988 -4%
ECM
322
Evergreen Capital Management
Washington
$4.31M -$51.3K -275 -1%
NFA
323
Nuveen Fund Advisors
Illinois
$4.3M +$542K +2,907 +13%
SFS
324
Strategic Financial Services
New York
$4.19M -$19.6K -105 -0.4%
BB
325
Busey Bank
Illinois
$4.18M +$4.67M +25,051 New

MCK Hedge Fund Activity: Q3 2016 in Review

939 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2016, worth a combined $32.2B — down 10% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MCK positions and 80 closed out — a net gain of 5 holders — while 354 added to existing stakes and 354 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.32B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.

  • 939 institutional investors held McKesson (MCK) as of Q3 2016, down from 942 in Q2 2016.
  • Funds reported $32.2B of McKesson stock for Q3 2016, down 10% quarter-over-quarter.
  • 85 funds opened new McKesson positions in Q3 2016 and 80 closed out, a net change of +5 holders.
  • The largest McKesson buyer in Q3 2016 was Wellington Management Group, an estimated $1.32B added.
  • The largest McKesson seller in Q3 2016 was T. Rowe Price Associates, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2016.