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McKesson

888 hedge funds and large institutions have $41.1B invested in McKesson in 2014 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 320 increasing their positions, 327 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 44

9% more funds holding

Funds holding: 817888 (+71)

7% more capital invested

Capital invested by funds: $38.3B → $41.1B (+$2.82B)

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

0.54% more ownership

Funds ownership: 85.18%85.73% (+0.54%)

2% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 327

35% less call options, than puts

Call options by funds: $239M | Put options by funds: $369M

Holders
888
Holders Change
+71
Holders Change %
+8.69%
% of All Funds
23.68%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
1.01%
New
123
Increased
320
Reduced
327
Closed
44
Calls
$239M
Puts
$369M
Net Calls
-$130M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CCI
26
Columbus Circle Investors
$308M +$10.9M +53,694 +4%
Lazard Asset Management
27
Lazard Asset Management
New York
$305M -$85.7M -421,665 -22%
Goldman Sachs
28
Goldman Sachs
New York
$284M +$12.5M +61,768 +5%
JHIU
29
Janus Henderson Investors US
Colorado
$283M +$5.42M +26,656 +2%
AL
30
AJO LP
Pennsylvania
$281M -$6.41M -31,570 -2%
GCM
31
Glenview Capital Management
New York
$281M -$105M -514,506 -28%
MC
32
Maverick Capital
Texas
$271M -$112M -549,854 -30%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$253M -$26.9M -132,281 -10%
American Century Companies
34
American Century Companies
Missouri
$244M +$3M +14,758 +1%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$244M +$44.3M +217,856 +23%
Allianz Asset Management
36
Allianz Asset Management
Germany
$231M +$204K +1,003 +0.1%
CS
37
Credit Suisse
Switzerland
$217M +$33.7M +165,658 +19%
Legal & General Group
38
Legal & General Group
United Kingdom
$214M -$6.46M -31,787 -3%
BIM
39
BlackRock Investment Management
Delaware
$207M +$1.82M +8,977 +0.9%
UBS Group
40
UBS Group
Switzerland
$200M +$196M +964,783 New
Invesco
41
Invesco
Georgia
$194M +$10.8K +53 +0%
Caisse de Depot et Placement du Quebec (CDPQ)
42
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$187M -$19.8M -97,300 -10%
UBS AM
43
UBS AM
Illinois
$184M +$454K +2,236 +0.3%
Charles Schwab
44
Charles Schwab
California
$179M +$1.05M +5,192 +0.6%
Deutsche Bank
45
Deutsche Bank
Germany
$178M -$28.7M -141,312 -14%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$174M +$135K +667 +0.1%
AQR Capital Management
47
AQR Capital Management
Connecticut
$173M -$49.6M -244,202 -23%
Ameriprise
48
Ameriprise
Minnesota
$166M +$5.16M +25,383 +3%
MAA
49
Managed Account Advisors
New Jersey
$162M +$1.18M +5,813 +0.8%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$162M +$634K +3,121 +0.4%

MCK Hedge Fund Activity: Q4 2014 in Review

888 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2014, worth a combined $41.1B — up 7.4% from $38.3B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new MCK positions and 44 closed out — a net gain of 79 holders — while 320 added to existing stakes and 327 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $338M. The largest seller was Citadel Advisors, cutting an estimated $128M.

  • 888 institutional investors held McKesson (MCK) as of Q4 2014, up from 817 in Q3 2014.
  • Funds reported $41.1B of McKesson stock for Q4 2014, up 7.4% quarter-over-quarter.
  • 123 funds opened new McKesson positions in Q4 2014 and 44 closed out, a net change of +79 holders.
  • The largest McKesson buyer in Q4 2014 was JP Morgan Chase, an estimated $338M added.
  • The largest McKesson seller in Q4 2014 was Citadel Advisors, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2014.