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McKesson

943 hedge funds and large institutions have $35.9B invested in McKesson in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 398 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

22% more capital invested

Capital invested by funds: $29.5B → $35.9B (+$6.39B)

18% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 82

1% more funds holding

Funds holding: 936943 (+7)

9% less call options, than puts

Call options by funds: $274M | Put options by funds: $301M

1.65% less ownership

Funds ownership: 87.41%85.76% (-1.6%)

19% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 398

Holders
943
Holders Change
+7
Holders Change %
+0.75%
% of All Funds
25.15%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.64%
New
97
Increased
321
Reduced
398
Closed
82
Calls
$274M
Puts
$301M
Net Calls
-$27.2M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
426
Diversified Trust
Tennessee
$2.65M +$2.16M +12,320 +656%
WIC
427
Whitegate Investment Counselors
New Hampshire
$2.64M +$2.48M +14,145 New
TC
428
Telemus Capital
Michigan
$2.61M -$98.2K -560 -4%
AWM
429
Altavista Wealth Management
North Carolina
$2.61M +$436K +2,484 +22%
WJA
430
Williams Jones & Associates
New York
$2.58M -$664K -3,785 -22%
KM
431
Kalos Management
Georgia
$2.58M
BA
432
Bristlecone Advisors
Washington
$2.56M +$226K +1,290 +10%
RJFSA
433
Raymond James Financial Services Advisors
Florida
$2.55M -$62.4K -356 -3%
RHFI
434
Reilly Herbert Faulkner III
$2.54M -$7.37K -42 -0.3%
ACM
435
Advisors Capital Management
New Jersey
$2.53M -$430K -2,451 -15%
RIM
436
Regent Investment Management
Kentucky
$2.52M -$156K -890 -6%
VCM
437
Violich Capital Management
California
$2.52M +$110K +625 +5%
PC
438
Palo Capital
California
$2.49M +$919K +5,237 +64%
WSCM
439
Wellington Shields Capital Management
New York
$2.46M -$132K -750 -5%
PNC
440
Park National Corp
Ohio
$2.46M -$33.7K -192 -1%
AF
441
Alerus Financial
North Dakota
$2.44M +$2.29M +13,042 New
GW
442
GW & Wade
Massachusetts
$2.42M +$1.94M +11,061 +575%
CT
443
Coastline Trust
Rhode Island
$2.42M
BHWM
444
Bar Harbor Wealth Management
New Hampshire
$2.39M +$294K +1,677 +15%
MYLI
445
Meiji Yasuda Life Insurance
Japan
$2.38M +$354K +2,020 +19%
BHB
446
Bank Hapoalim BM
Israel
$2.38M +$646K +3,680 +41%
FNBT
447
FineMark National Bank & Trust
Florida
$2.35M -$1.15M -6,547 -34%
AW
448
ACG Wealth
Georgia
$2.31M -$945K -5,387 -30%
FAAS
449
First Allied Advisory Services
California
$2.31M -$112K -641 -5%
PP
450
Paloma Partners
Connecticut
$2.29M +$393K +2,238 +22%

MCK Hedge Fund Activity: Q2 2016 in Review

943 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2016, worth a combined $35.9B — up 22% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MCK positions and 82 closed out — a net gain of 15 holders — while 321 added to existing stakes and 398 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $678M. The largest seller was Royal London Asset Management, cutting an estimated $1.56B.

  • 943 institutional investors held McKesson (MCK) as of Q2 2016, up from 936 in Q1 2016.
  • Funds reported $35.9B of McKesson stock for Q2 2016, up 22% quarter-over-quarter.
  • 97 funds opened new McKesson positions in Q2 2016 and 82 closed out, a net change of +15 holders.
  • The largest McKesson buyer in Q2 2016 was Wellington Management Group, an estimated $678M added.
  • The largest McKesson seller in Q2 2016 was Royal London Asset Management, an estimated $1.56B sold.

Based on aggregated 13F filings for Q2 2016.