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McKesson

890 hedge funds and large institutions have $26B invested in McKesson in 2018 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 316 increasing their positions, 355 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.32% more ownership

Funds ownership: 88.05%89.38% (+1.3%)

4% less funds holding

Funds holding: 927890 (-37)

9% less capital invested

Capital invested by funds: $28.6B → $26B (-$2.59B)

11% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 355

26% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 100

30% less funds holding in top 10

Funds holding in top 10: 2014 (-6)

34% less call options, than puts

Call options by funds: $206M | Put options by funds: $311M

Holders
890
Holders Change
-37
Holders Change %
-3.99%
% of All Funds
20.4%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.32%
New
74
Increased
316
Reduced
355
Closed
100
Calls
$206M
Puts
$311M
Net Calls
-$105M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
26
Baupost Group
Massachusetts
$228M +$39.8M +255,700 +19%
JP Morgan Chase
27
JP Morgan Chase
New York
$197M +$29.8M +191,547 +16%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$194M +$11.5M +73,759 +6%
RL
29
Ruffer LLP
United Kingdom
$192M -$22.5M -144,164 -9%
American Century Companies
30
American Century Companies
Missouri
$185M +$4.18M +26,809 +2%
Allianz Asset Management
31
Allianz Asset Management
Germany
$184M +$4.9M +31,451 +2%
LSV Asset Management
32
LSV Asset Management
Illinois
$179M +$7.09M +45,500 +4%
Legal & General Group
33
Legal & General Group
United Kingdom
$173M -$17.9M -114,868 -9%
PP
34
Prudential plc
United Kingdom
$169M +$6.06M +38,900 +3%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$162M +$21.4M +137,168 +14%
UBS AM
36
UBS AM
Illinois
$128M +$15.8M +101,488 +13%
Charles Schwab
37
Charles Schwab
California
$124M +$3.09M +19,814 +2%
SI
38
Scharf Investments
California
$122M -$13.6M -87,498 -9%
TCIM
39
TIAA CREF Investment Management
New York
$117M +$23.3M +149,585 +22%
Morgan Stanley
40
Morgan Stanley
New York
$110M +$163K +1,044 +0.1%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$106M -$1.01M -6,456 -0.9%
BIP
42
Brandes Investment Partners
California
$102M -$893K -5,732 -0.8%
Barclays
43
Barclays
United Kingdom
$94.2M -$10.8M -69,141 -9%
Swiss National Bank
44
Swiss National Bank
Switzerland
$94.2M -$16.7M -107,100 -14%
OAC
45
OMERS Administration Corp
Ontario, Canada
$86.9M -$17.8M -114,139 -16%
Swedbank
46
Swedbank
Sweden
$86.8M +$96M +615,917 New
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$86.7M +$975K +6,260 +1%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$81M +$7.47M +47,937 +9%
AAMU
49
Amundi Asset Management US
Massachusetts
$78M +$25.3M +162,248 +41%
PPA
50
Parametric Portfolio Associates
Washington
$77.5M +$517K +3,316 +0.6%

MCK Hedge Fund Activity: Q1 2018 in Review

890 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2018, worth a combined $26B — down 9.1% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of MCK and 74 opened new positions — a net loss of 26 holders — while 355 trimmed existing stakes and 316 added.

The largest buyer was Boston Partners, adding an estimated $346M. The largest seller was Wellington Management Group, cutting an estimated $416M.

  • 890 institutional investors held McKesson (MCK) as of Q1 2018, down from 927 in Q4 2017.
  • Funds reported $26B of McKesson stock for Q1 2018, down 9.1% quarter-over-quarter.
  • 74 funds opened new McKesson positions in Q1 2018 and 100 closed out, a net change of -26 holders.
  • The largest McKesson buyer in Q1 2018 was Boston Partners, an estimated $346M added.
  • The largest McKesson seller in Q1 2018 was Wellington Management Group, an estimated $416M sold.

Based on aggregated 13F filings for Q1 2018.