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McKesson

877 hedge funds and large institutions have $28.5B invested in McKesson in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 304 increasing their positions, 365 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.38% more ownership

Funds ownership: 85.87%88.25% (+2.4%)

5% less capital invested

Capital invested by funds: $29.9B → $28.5B (-$1.37B)

4% less funds holding

Funds holding: 909877 (-32)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

17% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 365

29% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 84

32% less call options, than puts

Call options by funds: $193M | Put options by funds: $286M

Holders
877
Holders Change
-32
Holders Change %
-3.52%
% of All Funds
21.86%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.47%
New
60
Increased
304
Reduced
365
Closed
84
Calls
$193M
Puts
$286M
Net Calls
-$93M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
376
Advisors Capital Management
New Jersey
$2.17M +$122K +779 +6%
TCOT
377
Trust Company of Toledo
Ohio
$2.15M +$12.3K +79 +0.6%
IUHSA
378
Itau Unibanco Holding S.A.
Brazil
$2.14M +$274K +1,758 +67%
KWILP
379
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.1M +$405K +2,594 +23%
AAM
380
Advisors Asset Management
Colorado
$2.08M -$2.11M -13,523 -50%
QI
381
QS Investors
New York
$2.06M -$7.79M -49,908 -79%
SG Americas Securities
382
SG Americas Securities
New York
$2.05M -$1.16M -7,423 -36%
Victory Capital Management
383
Victory Capital Management
Texas
$2.05M -$6.01M -38,518 -74%
AC
384
Addenda Capital
Quebec, Canada
$2.04M -$59.9K -384 -3%
ARTA
385
A.R.T. Advisors
New York
$2.03M -$1.01M -6,500 -33%
LTI
386
Laffer Tengler Investments
Tennessee
$2.02M -$148K -950 -7%
LSERS
387
Louisiana State Employees Retirement System
Louisiana
$2.01M
Franklin Resources
388
Franklin Resources
California
$2M -$138K -883 -6%
KRS
389
Kentucky Retirement Systems
Kentucky
$1.99M -$89K -570 -4%
LAM
390
Lingohr Asset Management
Germany
$1.99M -$62.4K -400 -3%
MBA
391
McQueen Ball & Associates
Pennsylvania
$1.96M +$71K +455 +4%
RVM
392
Robinson Value Management
Texas
$1.94M +$12K +77 +0.6%
HW
393
Hancock Whitney
Mississippi
$1.93M -$153K -979 -7%
RW
394
Rand Wealth
Maryland
$1.92M -$71.8K -460 -4%
GIA
395
GHP Investment Advisors
Colorado
$1.91M +$197K +1,259 +11%
BA
396
Bristlecone Advisors
Washington
$1.86M +$58.5K +375 +3%
RIA
397
Regal Investment Advisors
Michigan
$1.81M -$254K -1,625 -12%
CIBC World Market
398
CIBC World Market
Ontario, Canada
$1.8M -$10.3M -65,935 -85%
CI
399
Cigna Investments
Connecticut
$1.79M -$89.6K -574 -5%
CT
400
Coastline Trust
Rhode Island
$1.78M -$120K -770 -6%

MCK Hedge Fund Activity: Q3 2017 in Review

877 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2017, worth a combined $28.5B — down 4.6% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of MCK and 60 opened new positions — a net loss of 24 holders — while 365 trimmed existing stakes and 304 added.

The largest buyer was Fidelity Investments, adding an estimated $245M. The largest seller was Two Sigma Investments, cutting an estimated $141M.

  • 877 institutional investors held McKesson (MCK) as of Q3 2017, down from 909 in Q2 2017.
  • Funds reported $28.5B of McKesson stock for Q3 2017, down 4.6% quarter-over-quarter.
  • 60 funds opened new McKesson positions in Q3 2017 and 84 closed out, a net change of -24 holders.
  • The largest McKesson buyer in Q3 2017 was Fidelity Investments, an estimated $245M added.
  • The largest McKesson seller in Q3 2017 was Two Sigma Investments, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2017.