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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
CT
476
Cambridge Trust
Massachusetts
$2.07M -$1.51K -8 -0.1%
Cambridge Investment Research Advisors
477
Cambridge Investment Research Advisors
Iowa
$2.06M +$88.4K +468 +5%
SSIA
478
Spero-Smith Investment Advisers
Ohio
$2.06M -$460K -2,437 -19%
HJA
479
Hugh Johnson Advisors
New York
$2.06M -$48.3K -256 -2%
SAM
480
Sectoral Asset Management
Quebec, Canada
$2.05M +$222K +1,177 +13%
BAM
481
Burnham Asset Management
New York
$2.05M -$56.6K -300 -3%
BHB
482
Bank Hapoalim BM
Israel
$2.03M +$638K +3,380 +49%
SI
483
Scharf Investments
California
$1.97M +$349K +1,846 +23%
HBWM
484
Hollow Brook Wealth Management
New York
$1.97M +$1.89M +9,993 New
LCM
485
Liberty Capital Management
Michigan
$1.96M -$34K -180 -2%
MMG
486
Monetary Management Group
Missouri
$1.96M +$1.36M +7,219 +263%
BCM
487
BTC Capital Management
Iowa
$1.96M +$184K +973 +11%
MCM
488
Murphy Capital Management
New Jersey
$1.95M -$42.5K -225 -2%
BO
489
Bank OZK
Arkansas
$1.92M +$224K +1,189 +14%
ISL
490
Ingalls & Snyder LLC
New York
$1.88M
CYG
491
Clean Yield Group
Vermont
$1.87M +$2.06M +10,936 New
DM
492
Delphi Management
Massachusetts
$1.86M -$5.45M -28,847 -75%
RAM
493
Roanoke Asset Management
New Jersey
$1.81M
MA
494
MUFG Americas
New York
$1.8M -$1.02M -5,407 -37%
BAM
495
Bruderman Asset Management
New York
$1.75M +$368K +1,949 +28%
NPF
496
Norris Perne & French
Michigan
$1.74M +$1.67M +8,821 New
SFP
497
Santa Fe Partners
New Mexico
$1.74M -$1.68M -8,889 -50%
MAM
498
Mizuho Asset Management
Japan
$1.73M -$55.9K -296 -3%
NMIMC
499
Northwestern Mutual Investment Management Company
Wisconsin
$1.72M +$30.8K +163 +2%
KRSITF
500
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.7M +$161K +854 +11%

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.