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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
376
Creative Planning
Kansas
$2.49M -$361K -2,454 -12%
RIA
377
Regal Investment Advisors
Michigan
$2.42M -$89.9K -611 -3%
KWILP
378
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.41M -$289K -1,967 -10%
SMDAM
379
Sumitomo Mitsui DS Asset Management
Japan
$2.41M -$38.5K -262 -2%
SIC
380
Salem Investment Counselors
North Carolina
$2.36M +$2.47M +16,780 New
KRS
381
Kentucky Retirement Systems
Kentucky
$2.3M -$124K -844 -5%
PSUF
382
People's United Financial
Connecticut
$2.29M +$2.05M +13,906 +586%
LMGAM
383
Liberty Mutual Group Asset Management
Massachusetts
$2.27M -$2.18M -14,845 -48%
FBB
384
Fulton Breakefield Broenniman
Maryland
$2.26M -$589K -4,004 -20%
ACM
385
Argyle Capital Management
Pennsylvania
$2.25M -$58.8K -400 -2%
AC
386
Addenda Capital
Quebec, Canada
$2.25M -$8.97K -61 -0.4%
AG
387
Algert Global
California
$2.23M +$1.24M +8,407 +112%
LTFS
388
Ladenburg Thalmann Financial Services
Florida
$2.23M +$754K +5,129 +48%
AWM
389
Altavista Wealth Management
North Carolina
$2.18M +$92.2K +627 +4%
CWM
390
CIBC World Markets
New York
$2.18M +$2.28M +15,513 New
OTPPB
391
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.17M -$513K -3,484 -18%
CCT
392
Capital City Trust
Florida
$2.13M -$502K -3,411 -18%
CYG
393
Clean Yield Group
Vermont
$2.11M -$213K -1,445 -9%
VIA
394
Vident Investment Advisory
Georgia
$2.11M +$15.3K +104 +0.7%
TCM
395
Tekla Capital Management
Massachusetts
$2.11M
Nomura Holdings
396
Nomura Holdings
Japan
$2.1M +$2.19M +14,921 New
WIC
397
Whitegate Investment Counselors
New Hampshire
$2.09M +$137K +929 +7%
RJFSA
398
Raymond James Financial Services Advisors
Florida
$2.07M +$260K +1,767 +14%
SWM
399
SVA Wealth Management
Wisconsin
$2.05M -$620K -4,218 -22%
ANI
400
American National Insurance
Texas
$2.02M

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.