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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NIC
426
Northwest Investment Counselors
Oregon
$1.38M +$213K +1,436 +19%
MA
427
Montag & Associates
Georgia
$1.37M -$2.39M -16,101 -65%
AIM
428
Alambic Investment Management
California
$1.37M +$1.3M +8,770 New
Mirae Asset Global Investments
429
Mirae Asset Global Investments
South Korea
$1.37M +$21K +142 +2%
HNB
430
Huntington National Bank
Ohio
$1.36M +$45K +304 +4%
CCM
431
Cadence Capital Management
Massachusetts
$1.36M +$12.1K +82 +0.9%
BHWM
432
Bar Harbor Wealth Management
New Hampshire
$1.35M -$313K -2,113 -20%
AMI
433
Amica Mutual Insurance
Rhode Island
$1.34M -$2.26M -15,262 -64%
BFG
434
Beacon Financial Group
Texas
$1.32M -$23.7K -160 -2%
Thrivent Financial for Lutherans
435
Thrivent Financial for Lutherans
Minnesota
$1.32M -$98.8K -667 -7%
LMGAM
436
Liberty Mutual Group Asset Management
Massachusetts
$1.31M -$23.9K -161 -2%
FAAS
437
First Allied Advisory Services
California
$1.31M -$168K -1,136 -12%
GH
438
GAM Holding
Switzerland
$1.28M +$1.21M +8,198 New
PNC
439
Park National Corp
Ohio
$1.27M -$166K -1,122 -12%
SNBOSCI
440
Security National Bank of Sioux City Iowa
Iowa
$1.26M +$67.3K +454 +6%
NCM
441
Neumann Capital Management
California
$1.26M +$441K +2,975 +59%
Franklin Resources
442
Franklin Resources
California
$1.25M -$741K -4,999 -38%
CA
443
Cornerstone Advisors
North Carolina
$1.25M
NSEDCP
444
NJ State Employees Deferred Compensation Plan
New Jersey
$1.25M
HDIM
445
Hanson & Doremus Investment Management
Vermont
$1.24M +$50.2K +339 +4%
RAM
446
Roanoke Asset Management
New Jersey
$1.23M -$29.6K -200 -2%
CI
447
Cigna Investments
Connecticut
$1.21M -$574K -3,873 -33%
FIM
448
Freedom Investment Management
Connecticut
$1.21M +$63K +425 +6%
SAM
449
Smithbridge Asset Management
Pennsylvania
$1.2M -$141K -950 -11%
MCIM
450
Meadow Creek Investment Management
Georgia
$1.2M -$571K -3,856 -33%

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.