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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
426
Bank of the West
California
$3.02M +$209K +1,109 +8%
SAM
427
Solaris Asset Management
New York
$3M +$493K +2,613 +21%
AC
428
Addenda Capital
Quebec, Canada
$2.97M +$740K +3,921 +33%
COPPSERS
429
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.96M +$19.3K +102 +0.7%
GT
430
Glenview Trust
Kentucky
$2.9M +$2.77M +14,697 New
FBNAT
431
FirstMerit Bank N.A. Trustee
Ohio
$2.9M -$12.8K -68 -0.5%
JG
432
Jefferies Group
New York
$2.9M -$1.81M -9,568 -39%
ACM
433
Advisors Capital Management
New Jersey
$2.89M +$270K +1,428 +11%
ECM
434
Evergreen Capital Management
Washington
$2.88M -$42.5K -225 -2%
TCOT
435
Trust Company of Toledo
Ohio
$2.87M -$342K -1,812 -11%
ANI
436
American National Insurance
Texas
$2.85M
LCM
437
Logan Capital Management
Pennsylvania
$2.78M -$138K -730 -5%
PIM
438
Perkins Investment Management
Illinois
$2.76M -$34.9K -185 -1%
GI
439
GAMCO Investors
Connecticut
$2.75M -$713K -3,775 -21%
LMGAM
440
Liberty Mutual Group Asset Management
Massachusetts
$2.74M +$291K +1,542 +12%
KM
441
Kalos Management
Georgia
$2.72M +$2.59M +13,712 New
RHFI
442
Reilly Herbert Faulkner III
$2.7M -$157K -832 -6%
PNC
443
Park National Corp
Ohio
$2.68M -$34.4K -182 -1%
CTC
444
Central Trust Company
Missouri
$2.65M -$698K -3,695 -22%
GC
445
Grace Capital
Massachusetts
$2.61M +$2.5M +13,241 New
DBT
446
Dubuque Bank & Trust
Iowa
$2.61M +$64K +339 +3%
Toronto Dominion Bank
447
Toronto Dominion Bank
Ontario, Canada
$2.6M +$677K +3,585 +38%
MIFH
448
Migdal Insurance & Financial Holdings
Israel
$2.56M +$2.45M +13,000 New
CT
449
Coastline Trust
Rhode Island
$2.56M
FAAS
450
First Allied Advisory Services
California
$2.52M +$1.31M +6,943 +122%

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.