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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RL
26
Ruffer LLP
United Kingdom
$237M +$15.2M +102,541 +7%
BG
27
Baupost Group
Massachusetts
$212M +$127M +860,000 +172%
Legal & General Group
28
Legal & General Group
United Kingdom
$209M -$3.3M -22,251 -2%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$203M +$42.5M +287,165 +28%
American Century Companies
30
American Century Companies
Missouri
$201M +$20.2M +136,592 +12%
Allianz Asset Management
31
Allianz Asset Management
Germany
$199M +$6.17M +41,657 +3%
LSV Asset Management
32
LSV Asset Management
Illinois
$192M +$9.19M +62,032 +5%
JP Morgan Chase
33
JP Morgan Chase
New York
$188M -$86.5M -583,617 -33%
PP
34
Prudential plc
United Kingdom
$180M +$2.89M +19,500 +2%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$158M +$24M +161,695 +19%
SI
36
Scharf Investments
California
$149M -$4.03M -27,171 -3%
PI
37
Putnam Investments
Massachusetts
$139M +$48.5M +327,216 +58%
Charles Schwab
38
Charles Schwab
California
$134M +$2.36M +15,933 +2%
SI
39
Sentry Investments
Ontario, Canada
$131M -$20.9M -140,920 -14%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$128M +$54.2M +365,699 +80%
UBS AM
41
UBS AM
Illinois
$125M +$1.89M +12,729 +2%
Morgan Stanley
42
Morgan Stanley
New York
$121M -$27.3M -184,154 -19%
Swiss National Bank
43
Swiss National Bank
Switzerland
$121M -$311K -2,100 -0.3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$118M -$742K -5,007 -0.7%
Barclays
45
Barclays
United Kingdom
$115M +$52.7M +356,025 +93%
OAC
46
OMERS Administration Corp
Ontario, Canada
$114M -$9.03M -60,949 -8%
BIP
47
Brandes Investment Partners
California
$114M -$27K -182 -0%
TCIM
48
TIAA CREF Investment Management
New York
$107M -$9.05M -61,097 -8%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$95.1M +$133K +897 +0.1%
PAM
50
Panagora Asset Management
Massachusetts
$94.4M -$11M -74,523 -11%

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.