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McKesson

877 hedge funds and large institutions have $28.5B invested in McKesson in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 304 increasing their positions, 365 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.38% more ownership

Funds ownership: 85.87%88.25% (+2.4%)

5% less capital invested

Capital invested by funds: $29.9B → $28.5B (-$1.37B)

4% less funds holding

Funds holding: 909877 (-32)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

17% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 365

29% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 84

32% less call options, than puts

Call options by funds: $193M | Put options by funds: $286M

Holders
877
Holders Change
-32
Holders Change %
-3.52%
% of All Funds
21.86%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.47%
New
60
Increased
304
Reduced
365
Closed
84
Calls
$193M
Puts
$286M
Net Calls
-$93M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BCFS
476
Butensky & Cohen Financial Security
Florida
$1.03M +$1.05M +6,738 New
BWA
477
BDO Wealth Advisors
Florida
$1.03M
CIA
478
Cascade Investment Advisors
Oregon
$1.02M +$1.04M +6,640 +33,200%
BHB
479
Bank Hapoalim BM
Israel
$1.01M -$73.4K -470 -7%
BPCE
480
Bank Pictet & Cie (Europe)
Germany
$1M
FHC
481
First Heartland Consultants
Missouri
$1M +$758K +4,855 +290%
LIA
482
LS Investment Advisors
Michigan
$1M -$13.6K -87 -1%
WA
483
Waverly Advisors
Alabama
$1M
PGFC
484
Peapack-Gladstone Financial Corp
New Jersey
$985K -$16.4K -105 -2%
WGCA
485
Wolf Group Capital Advisors
Virginia
$981K -$205K -1,311 -16%
SL
486
Summitry LLC
California
$968K +$158K +1,015 +19%
LPT
487
Legacy Private Trust
Wisconsin
$953K -$316K -2,027 -25%
IIM
488
Ironwood Investment Management
Massachusetts
$953K -$2.34K -15 -0.2%
SLI
489
Sumitomo Life Insurance
Japan
$949K +$453K +2,901 +88%
PWW
490
Pettyjohn Wood & White
Virginia
$947K -$85.1K -545 -8%
4IG
491
440 Investment Group
Kansas
$940K
FPFS
492
First Personal Financial Services
North Carolina
$929K +$115K +738 +14%
NHC
493
Nicholas Hoffman & Company
Georgia
$928K -$3.12K -20 -0.3%
SAM
494
Shikiar Asset Management
New York
$926K -$1.93M -12,390 -67%
PI
495
PineBridge Investments
New York
$920K -$1.76M -11,252 -65%
FI
496
FormulaFolio Investments
Michigan
$918K +$932K +5,974 New
II
497
IFM Investors
Australia
$914K -$23.7K -152 -2%
NSAM
498
North Star Asset Management
Wisconsin
$909K
LNWWM
499
Laird Norton Wetherby Wealth Management
California
$906K -$14K -90 -2%
Arrowstreet Capital
500
Arrowstreet Capital
Massachusetts
$906K +$921K +5,900 New

MCK Hedge Fund Activity: Q3 2017 in Review

877 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2017, worth a combined $28.5B — down 4.6% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of MCK and 60 opened new positions — a net loss of 24 holders — while 365 trimmed existing stakes and 304 added.

The largest buyer was Fidelity Investments, adding an estimated $245M. The largest seller was Two Sigma Investments, cutting an estimated $141M.

  • 877 institutional investors held McKesson (MCK) as of Q3 2017, down from 909 in Q2 2017.
  • Funds reported $28.5B of McKesson stock for Q3 2017, down 4.6% quarter-over-quarter.
  • 60 funds opened new McKesson positions in Q3 2017 and 84 closed out, a net change of -24 holders.
  • The largest McKesson buyer in Q3 2017 was Fidelity Investments, an estimated $245M added.
  • The largest McKesson seller in Q3 2017 was Two Sigma Investments, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2017.