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McKesson

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801815 (+14)

0.01% more ownership

Funds ownership: 86.11%86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
376
Cubist Systematic Strategies
Connecticut
$3.65M +$3.49M +19,595 New
Commonwealth Equity Services
377
Commonwealth Equity Services
Massachusetts
$3.62M +$981K +5,513 +40%
OA
378
Oak Associates
Ohio
$3.6M -$53.4K -300 -2%
EVM
379
Eaton Vance Management
Massachusetts
$3.55M +$435K +2,444 +15%
CCT
380
Capital City Trust
Florida
$3.54M -$28.5K -160 -0.8%
PVH
381
Psagot Value Holdings
Israel
$3.51M +$213K +1,200 +7%
GIM
382
Goelzer Investment Management
Indiana
$3.42M +$62.3K +350 +2%
QI
383
QS Investors
New York
$3.38M -$62.8K -353 -2%
LSERS
384
Louisiana State Employees Retirement System
Louisiana
$3.37M -$17.8K -100 -0.5%
LI
385
LMCG Investments
Massachusetts
$3.34M -$56K -315 -2%
AB
386
AT Bancorp
Iowa
$3.32M +$3.56K +20 +0.1%
CIC
387
Chase Investment Counsel
Virginia
$3.28M -$3.66M -20,563 -54%
CTC
388
Central Trust Company
Missouri
$3.27M +$84.3K +474 +3%
NLI
389
Nippon Life Insurance
Japan
$3.15M +$248K +1,394 +9%
GF
390
Gerstein Fisher
New York
$3.14M +$11.7K +66 +0.4%
LMGAM
391
Liberty Mutual Group Asset Management
Massachusetts
$3.14M -$60.1K -338 -2%
ECM
392
Evergreen Capital Management
Washington
$3.09M -$1.07K -6 -0%
Creative Planning
393
Creative Planning
Kansas
$3.08M +$559K +3,140 +23%
EARNEST Partners
394
EARNEST Partners
Georgia
$3.07M -$12.8K -72 -0.4%
TCM
395
Twin Capital Management
Pennsylvania
$3.04M -$1.55M -8,720 -35%
SCG
396
Strategic Capital Group
Washington
$3.01M +$95.5K +537 +3%
B
397
Baird
Wisconsin
$2.97M -$98.6K -554 -3%
MSWM
398
Mader & Shannon Wealth Management
Missouri
$2.96M +$2.83M +15,895 New
EIM
399
Emerson Investment Management
Massachusetts
$2.95M -$396K -2,225 -12%
WAM
400
Weatherly Asset Management
California
$2.95M -$49.8K -280 -2%

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.