We are live on ! Find out more
MCK icon

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
CC
401
Cipher Capital
New York
$2.83M +$2.7M +15,191 New
SSIA
402
Spero-Smith Investment Advisers
Ohio
$2.82M -$24.6K -138 -0.9%
TCOT
403
Trust Company of Toledo
Ohio
$2.81M -$136K -766 -5%
PNC
404
Park National Corp
Ohio
$2.8M -$61K -343 -2%
GIM
405
Gyrus Investment Management
Ontario, Canada
$2.78M +$2.66M +14,950 New
DSI
406
Daiwa SB Investments
Japan
$2.77M +$19.6K +110 +0.7%
FWIA
407
Fort Washington Investment Advisors
Ohio
$2.74M +$315K +1,769 +14%
PDN
408
Pensionfund DSM Netherlands
Netherlands
$2.72M
GI
409
GAMCO Investors
Connecticut
$2.71M +$541K +3,040 +26%
PIM
410
Penobscot Investment Management
Massachusetts
$2.62M -$28.6K -161 -1%
UCFA
411
United Capital Financial Advisors
Texas
$2.62M +$33.3K +187 +1%
BHWM
412
Bar Harbor Wealth Management
New Hampshire
$2.6M -$48.4K -272 -2%
JMPWA
413
JP Morgan Private Wealth Advisors
California
$2.58M -$5.16K -29 -0.2%
CAM
414
Capstone Asset Management
Texas
$2.56M -$596K -3,352 -20%
MAM
415
Meeder Asset Management
Ohio
$2.48M -$11.7M -65,725 -83%
EIP
416
Epoch Investment Partners
New York
$2.44M +$45.4K +255 +2%
Connor, Clark & Lunn Investment Management (CC&L)
417
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.44M +$285K +1,600 +15%
CC
418
Curian Capital
Colorado
$2.41M -$394K -2,217 -15%
PWAG
419
Polaris Wealth Advisory Group
California
$2.39M -$93.4K -525 -4%
SFU
420
Stonehage Fleming (UK)
United Kingdom
$2.36M -$961K -5,400 -30%
BMCMI
421
Bryn Mawr Capital Management Inc
Pennsylvania
$2.33M +$2.22M +12,500 New
SSI
422
Scott & Selber Inc
Texas
$2.29M -$1.92M -10,815 -47%
HighTower Advisors
423
HighTower Advisors
Illinois
$2.28M -$59.1K -332 -3%
SIM
424
Sentry Investment Management
Wisconsin
$2.27M -$159K -895 -7%
TC
425
Telemus Capital
Michigan
$2.26M +$16K +90 +0.7%

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.