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McKesson

703 hedge funds and large institutions have $25.1B invested in McKesson in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 254 increasing their positions, 291 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 29

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

12% more capital invested

Capital invested by funds: $22.3B → $25.1B (+$2.77B)

4% more funds holding

Funds holding: 678703 (+25)

0.47% more ownership

Funds ownership: 85.26%85.73% (+0.47%)

10% less call options, than puts

Call options by funds: $132M | Put options by funds: $147M

13% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 291

Holders
703
Holders Change
+25
Holders Change %
+3.69%
% of All Funds
22.8%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.97%
New
62
Increased
254
Reduced
291
Closed
29
Calls
$132M
Puts
$147M
Net Calls
-$15.1M
Net Calls Change
+$7.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
26
Perkins Investment Management
Illinois
$164M -$416K -3,387 -0.3%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$164M +$78.6M +639,972 +100%
Invesco
28
Invesco
Georgia
$161M +$6.32M +51,443 +4%
BIM
29
BlackRock Investment Management
Delaware
$155M +$1.21M +9,840 +0.8%
SIG
30
Senator Investment Group
New York
$154M -$43M -350,000 -23%
Legal & General Group
31
Legal & General Group
United Kingdom
$139M -$2.2M -17,915 -2%
RFC
32
Russell Frank Company
Washington
$133M +$3.89M +31,664 +3%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$133M +$885K +7,206 +0.7%
AllianceBernstein
34
AllianceBernstein
Tennessee
$128M -$9.42M -76,665 -7%
LBG
35
Lloyds Banking Group
United Kingdom
$124M -$12.5M -101,437 -9%
AQR Capital Management
36
AQR Capital Management
Connecticut
$120M +$24.2M +197,307 +27%
Allianz Asset Management
37
Allianz Asset Management
Germany
$120M +$22.3M +181,576 +24%
Caisse de Depot et Placement du Quebec (CDPQ)
38
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$119M +$4.12M +33,500 +4%
U
39
UBS
Switzerland
$114M +$50.4M +410,171 +85%
BlackRock
40
BlackRock
New York
$109M +$9.36M +76,186 +10%
CS
41
Credit Suisse
Switzerland
$106M -$12.1M -98,848 -11%
UBS AM
42
UBS AM
Illinois
$104M +$3.54M +28,827 +4%
Morgan Stanley
43
Morgan Stanley
New York
$101M -$34.6M -281,802 -26%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$99.7M +$9.49M +77,221 +11%
NI
45
Numeric Investors
Massachusetts
$99.2M +$86.3M +702,440 +996%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$97.5M -$6.79M -55,300 -7%
Ameriprise
47
Ameriprise
Minnesota
$96.7M +$31.3M +255,105 +51%
SI
48
Scharf Investments
California
$95.9M -$130K -1,062 -0.1%
ACA
49
Anchor Capital Advisors
Massachusetts
$91.4M -$7.99M -65,056 -8%
AI
50
Analytic Investors
California
$88.9M +$18.6M +151,403 +28%

MCK Hedge Fund Activity: Q3 2013 in Review

703 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2013, worth a combined $25.1B — up 12% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MCK positions and 29 closed out — a net gain of 33 holders — while 254 added to existing stakes and 291 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $229M.

  • 703 institutional investors held McKesson (MCK) as of Q3 2013, up from 678 in Q2 2013.
  • Funds reported $25.1B of McKesson stock for Q3 2013, up 12% quarter-over-quarter.
  • 62 funds opened new McKesson positions in Q3 2013 and 29 closed out, a net change of +33 holders.
  • The largest McKesson buyer in Q3 2013 was JP Morgan Chase, an estimated $133M added.
  • The largest McKesson seller in Q3 2013 was Fidelity Investments, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2013.