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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$346M +$246M +1,303,992 +289%
AllianceBernstein
27
AllianceBernstein
Tennessee
$329M -$21.4M -113,410 -6%
TCIM
28
TIAA CREF Investment Management
New York
$316M -$41.9M -222,071 -12%
Deutsche Bank
29
Deutsche Bank
Germany
$312M +$51.3M +271,952 +21%
EIP
30
Epoch Investment Partners
New York
$296M +$142M +754,198 +101%
AQR Capital Management
31
AQR Capital Management
Connecticut
$278M +$78.7M +416,625 +42%
UBS Group
32
UBS Group
Switzerland
$262M +$44.3M +234,870 +21%
CWG
33
C WorldWide Group
Denmark
$250M +$31.9M +169,062 +15%
Allianz Asset Management
34
Allianz Asset Management
Germany
$231M +$6.94M +36,757 +3%
TD Asset Management
35
TD Asset Management
Ontario, Canada
$228M +$79M +418,463 +57%
Legal & General Group
36
Legal & General Group
United Kingdom
$216M -$5.97M -31,604 -3%
AL
37
AJO LP
Pennsylvania
$213M -$16.8M -89,104 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
38
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$207M +$11.9M +63,000 +6%
BIM
39
BlackRock Investment Management
Delaware
$206M +$5.39M +28,559 +3%
Franklin Resources
40
Franklin Resources
California
$204M +$4.81M +25,475 +3%
SG Americas Securities
41
SG Americas Securities
New York
$197M +$110M +581,399 +139%
UBS AM
42
UBS AM
Illinois
$195M +$8.67M +45,928 +5%
Lazard Asset Management
43
Lazard Asset Management
New York
$187M -$40.8M -215,879 -19%
BlackRock
44
BlackRock
New York
$186M +$8.6M +45,576 +5%
Charles Schwab
45
Charles Schwab
California
$183M +$3.59M +18,994 +2%
SCA
46
Southpoint Capital Advisors
New York
$178M +$18.9M +100,000 +13%
JHIU
47
Janus Henderson Investors US
Colorado
$177M -$50M -264,920 -23%
O
48
OppenheimerFunds
New York
$173M +$166M +879,243 New
VOYA Investment Management
49
VOYA Investment Management
Georgia
$167M -$8.6M -45,528 -5%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$162M +$11.1M +58,948 +8%

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.