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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
451
Goelzer Investment Management
Indiana
$1.43M -$602K -4,094 -29%
PAMG
452
Patton Albertson Miller Group
Tennessee
$1.43M -$136K -923 -8%
CIA
453
Capital Investment Advisors
Georgia
$1.42M +$199K +1,351 +15%
ZIM
454
Zacks Investment Management
Illinois
$1.42M -$1.49M -10,100 -50%
CCWA
455
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.41M -$158K -1,074 -10%
MYLI
456
Meiji Yasuda Life Insurance
Japan
$1.41M -$79.4K -540 -5%
TI
457
Trexquant Investment
Connecticut
$1.4M +$1.47M +10,000 New
SLAM
458
Swiss Life Asset Management
$1.4M -$792K -5,383 -35%
MYAM
459
Meiji Yasuda Asset Management
Japan
$1.38M +$112K +760 +8%
CT
460
Cambridge Trust
Massachusetts
$1.38M -$21.2K -144 -1%
HJA
461
Hugh Johnson Advisors
New York
$1.37M -$151K -1,025 -10%
AIM
462
Assured Investment Management
New York
$1.36M -$553K -3,761 -28%
BO
463
Bank OZK
Arkansas
$1.34M -$199K -1,355 -12%
CONA
464
Capital One National Association
New York
$1.32M -$136K -925 -9%
William Blair & Company
465
William Blair & Company
Illinois
$1.32M -$390K -2,650 -22%
CA
466
Commerzbank Aktiengesellschaft
Germany
$1.32M +$14.3K +97 +1%
CCM
467
Coe Capital Management
Illinois
$1.32M
PCA
468
Peddock Capital Advisors
Massachusetts
$1.3M +$190K +1,291 +16%
RAM
469
Roanoke Asset Management
New Jersey
$1.29M
PAM
470
Princeton Alpha Management
New Jersey
$1.29M +$725K +4,929 +116%
MG
471
Markel Group
Virginia
$1.28M
CT
472
Chicago Trust
Illinois
$1.27M +$674K +4,585 +102%
WGCA
473
Wolf Group Capital Advisors
Virginia
$1.26M -$788K -5,360 -37%
MCM
474
Murphy Capital Management
New Jersey
$1.24M -$146K -992 -10%
DM
475
Delphi Management
Massachusetts
$1.24M -$32.7K -222 -2%

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.