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McKesson

841 hedge funds and large institutions have $21.8B invested in McKesson in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 283 increasing their positions, 347 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more funds holding in top 10

Funds holding in top 10: 718 (+11)

11% more capital invested

Capital invested by funds: $19.6B → $21.8B (+$2.12B)

10% more call options, than puts

Call options by funds: $156M | Put options by funds: $142M

0.52% less ownership

Funds ownership: 87.68%87.16% (-0.52%)

5% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 76

2% less funds holding

Funds holding: 855841 (-14)

18% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 347

Holders
841
Holders Change
-14
Holders Change %
-1.64%
% of All Funds
18.27%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.39%
New
72
Increased
283
Reduced
347
Closed
76
Calls
$156M
Puts
$142M
Net Calls
+$13.6M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
26
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$222M -$212K -1,700 -0.1%
LSV Asset Management
27
LSV Asset Management
Illinois
$214M +$16M +128,600 +9%
American Century Companies
28
American Century Companies
Missouri
$210M -$32.7M -262,166 -14%
Deutsche Bank
29
Deutsche Bank
Germany
$210M -$71.3M -571,920 -27%
AL
30
AJO LP
Pennsylvania
$202M +$15.1M +120,956 +9%
Legal & General Group
31
Legal & General Group
United Kingdom
$191M +$26.3K +211 +0%
Charles Schwab
32
Charles Schwab
California
$154M +$7.93M +63,571 +6%
PP
33
Prudential plc
United Kingdom
$146M -$8.27M -66,300 -6%
Wells Fargo
34
Wells Fargo
California
$129M -$12.3M -98,547 -9%
RL
35
Ruffer LLP
United Kingdom
$128M -$27.2M -218,246 -19%
Allianz Asset Management
36
Allianz Asset Management
Germany
$123M -$850K -6,818 -0.7%
JP Morgan Chase
37
JP Morgan Chase
New York
$109M +$10.5M +84,390 +12%
UBS AM
38
UBS AM
Illinois
$105M +$635K +5,094 +0.7%
Millennium Management
39
Millennium Management
New York
$105M +$24.7M +198,163 +34%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$100M -$4.32M -34,655 -4%
BIP
41
Brandes Investment Partners
California
$99.3M -$3.99M -32,036 -4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$98.6M +$48.2M +386,734 +111%
Barclays
43
Barclays
United Kingdom
$95.2M +$18.9M +151,676 +27%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$87.6M -$8.77M -70,311 -10%
Swiss National Bank
45
Swiss National Bank
Switzerland
$84M -$3.49M -28,000 -4%
PPA
46
Parametric Portfolio Associates
Washington
$81M +$6.27M +50,312 +9%
SI
47
Scharf Investments
California
$76.7M -$3.42M -27,423 -5%
Lazard Asset Management
48
Lazard Asset Management
New York
$76.1M +$20.2M +161,927 +40%
RGI
49
River Global Investors
United Kingdom
$74.1M +$2.21M +17,700 +3%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$73.6M +$21.8M +174,774 +47%

MCK Hedge Fund Activity: Q2 2019 in Review

841 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2019, worth a combined $21.8B — up 11% from $19.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of MCK and 72 opened new positions — a net loss of 4 holders — while 347 trimmed existing stakes and 283 added.

The largest buyer was Nuveen, adding an estimated $192M. The largest seller was Wellington Management Group, cutting an estimated $311M.

  • 841 institutional investors held McKesson (MCK) as of Q2 2019, down from 855 in Q1 2019.
  • Funds reported $21.8B of McKesson stock for Q2 2019, up 11% quarter-over-quarter.
  • 72 funds opened new McKesson positions in Q2 2019 and 76 closed out, a net change of -4 holders.
  • The largest McKesson buyer in Q2 2019 was Nuveen, an estimated $192M added.
  • The largest McKesson seller in Q2 2019 was Wellington Management Group, an estimated $311M sold.

Based on aggregated 13F filings for Q2 2019.