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McKesson

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801815 (+14)

0.01% more ownership

Funds ownership: 86.11%86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IIS
26
Ignis Investment Services
United Kingdom
$271M -$16.4M -92,043 -39%
Goldman Sachs
27
Goldman Sachs
New York
$268M -$2.57M -14,430 -1%
Citadel Advisors
28
Citadel Advisors
Florida
$250M +$211M +1,187,885 +766%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$235M -$14.8M -83,245 -6%
AQR Capital Management
30
AQR Capital Management
Connecticut
$233M -$7.33M -41,200 -3%
JHIU
31
Janus Henderson Investors US
Colorado
$225M +$81M +455,500 +61%
AllianceBernstein
32
AllianceBernstein
Tennessee
$224M +$42.3M +237,799 +25%
Morgan Stanley
33
Morgan Stanley
New York
$223M +$16.5M +92,700 +8%
CCI
34
Columbus Circle Investors
$210M -$10.9M -61,429 -5%
Deutsche Bank
35
Deutsche Bank
Germany
$208M -$1.45M -8,168 -0.7%
Legal & General Group
36
Legal & General Group
United Kingdom
$201M +$4.1M +23,050 +2%
BIM
37
BlackRock Investment Management
Delaware
$196M +$11.4M +63,833 +6%
Allianz Asset Management
38
Allianz Asset Management
Germany
$194M +$683K +3,837 +0.4%
Caisse de Depot et Placement du Quebec (CDPQ)
39
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$186M +$21M +118,100 +13%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$177M -$10.4M -58,524 -6%
UBS AM
41
UBS AM
Illinois
$162M -$1.57M -8,804 -1%
PHS
42
PFM Health Sciences
California
$162M +$68.3M +384,046 +79%
CS
43
Credit Suisse
Switzerland
$161M +$12.1M +68,226 +9%
American Century Companies
44
American Century Companies
Missouri
$157M +$51.4M +288,824 +52%
Charles Schwab
45
Charles Schwab
California
$153M +$27.5M +154,641 +23%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$151M -$5.3M -29,764 -4%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$148M -$144M -807,308 -50%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$137M
MAA
49
Managed Account Advisors
New Jersey
$135M -$9.58M -53,855 -7%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$132M +$7.77M +43,675 +7%

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.