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McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
426
Livforsakringsbolaget Skandia
Sweden
$925K -$293K -2,000 -23%
MGIA
427
Matthew Goff Investment Advisor
Texas
$923K -$7.03K -48 -0.7%
MCC
428
Malaga Cove Capital
California
$921K -$3.52K -24 -0.4%
BPCA
429
Bank Pictet & Cie (Asia)
Singapore
$913K
HNB
430
Huntington National Bank
Ohio
$905K -$9.37K -64 -0.9%
CIM
431
Cambria Investment Management
California
$900K -$136K -931 -12%
FHB
432
First Hawaiian Bank
Hawaii
$890K +$26.5K +181 +3%
SAM
433
Shell Asset Management
Netherlands
$882K -$123K -838 -11%
MA
434
Montag & Associates
Georgia
$870K -$31.9K -218 -3%
RAM
435
Roanoke Asset Management
New Jersey
$852K
BF
436
BOK Financial
Oklahoma
$844K -$69.1K -472 -7%
RIM
437
Redwood Investment Management
Arizona
$833K -$86.7K -592 -9%
AP
438
Advisor Partners
California
$822K +$163K +1,112 +22%
IIM
439
Ironwood Investment Management
Massachusetts
$816K -$24K -164 -3%
LMAM
440
Legg Mason Asset Management
Japan
$813K
AAP
441
Ardsley Advisory Partners
Connecticut
$811K +$879K +6,000 New
SS
442
Sunbelt Securities
Texas
$807K +$817K +5,581 New
Diamond Hill Capital Management
443
Diamond Hill Capital Management
Ohio
$795K +$58.6K +400 +7%
FAAS
444
First Allied Advisory Services
California
$791K +$256K +1,745 +43%
V
445
Veritable
Delaware
$789K -$14.6K -100 -2%
PCA
446
Peddock Capital Advisors
Massachusetts
$782K +$242K +1,652 +40%
QSS
447
Quantitative Systematic Strategies
Florida
$774K -$437K -2,982 -34%
ECM
448
Everence Capital Management
Indiana
$773K
EOJOAM
449
E. Ohman J:or Asset Management
Sweden
$771K -$615K -4,200 -42%
GTAM
450
Global Trust Asset Management
Florida
$767K -$1.47K -10 -0.2%

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.