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McKesson

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801815 (+14)

0.01% more ownership

Funds ownership: 86.11%86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Profund Advisors
Maryland
$1.5M -$58.9K -331 -4%
LTFS
477
Ladenburg Thalmann Financial Services
Florida
$1.5M +$411K +2,310 +40%
NSEDCP
478
NJ State Employees Deferred Compensation Plan
New Jersey
$1.49M
BOS
479
Bank of Stockton
California
$1.47M -$89K -500 -6%
ICM
480
ICC Capital Management
Florida
$1.46M +$55.2K +310 +4%
KC
481
Kingfisher Capital
North Carolina
$1.46M +$44.7K +251 +3%
LCP
482
Legacy Capital Partners
Wisconsin
$1.46M -$148K -830 -10%
MERSOM
483
Municipal Employees' Retirement System of Michigan
Michigan
$1.45M
ACP
484
Ashfield Capital Partners
California
$1.43M +$1.1M +6,192 +411%
MA
485
MUFG Americas
New York
$1.41M +$1.27M +7,115 +1,507%
BCMO
486
Buckingham Capital Management (Ohio)
Ohio
$1.41M -$47.1K -265 -3%
PCA
487
Peddock Capital Advisors
Massachusetts
$1.41M +$23.5K +132 +2%
IIM
488
Ironwood Investment Management
Massachusetts
$1.4M -$1.78K -10 -0.1%
LWM
489
LBA Wealth Management
Florida
$1.36M -$2.67K -15 -0.2%
Twin Tree Management
490
Twin Tree Management
Texas
$1.36M -$1.22M -6,867 -49%
ACM
491
Advisors Capital Management
New Jersey
$1.35M -$51.2K -288 -4%
WTNA
492
Wilmington Trust National Association
Delaware
$1.34M +$297K +1,669 +30%
1SB
493
1ST Source Bank
Indiana
$1.34M +$2.67K +15 +0.2%
PGFC
494
Peapack-Gladstone Financial Corp
New Jersey
$1.34M -$17.8K -100 -1%
TF
495
Tompkins Financial
New York
$1.31M -$10.9K -61 -0.9%
MC
496
Menta Capital
California
$1.3M +$1.24M +6,980 New
CLOS
497
Compagnie Lombard Odier SCmA
Switzerland
$1.29M +$78.1K +439 +7%
MPA
498
Marvin & Palmer Associates
Delaware
$1.27M -$1.94M -10,898 -61%
CA
499
Cornerstone Advisors
North Carolina
$1.27M +$534K +3,000 +79%
FSC
500
Fiduciary Services Corp
Georgia
$1.24M -$16K -90 -1%

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.