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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
476
Salem Investment Counselors
North Carolina
$1.02M -$1.75M -11,795 -64%
BF
477
BOK Financial
Oklahoma
$1.02M -$154K -1,041 -14%
BWA
478
BDO Wealth Advisors
Florida
$1.01M -$34.1K -230 -3%
MM
479
Midas Management
New York
$993K +$889K +6,000 +1,644%
FQ
480
First Quadrant
California
$991K -$4.79M -32,331 -84%
Jane Street
481
Jane Street
New York
$989K -$205K -1,383 -18%
V
482
Veritable
Delaware
$980K -$164K -1,104 -15%
IIM
483
Ironwood Investment Management
Massachusetts
$967K
LPT
484
Legacy Private Trust
Wisconsin
$955K -$12.6K -85 -1%
4IG
485
440 Investment Group
Kansas
$954K
PHS
486
Pekin Hardy Strauss
Illinois
$950K -$5.75M -38,781 -86%
NHC
487
Nicholas Hoffman & Company
Georgia
$935K -$6.67K -45 -0.7%
PGFC
488
Peapack-Gladstone Financial Corp
New Jersey
$931K -$65.9K -445 -7%
CLOS
489
Compagnie Lombard Odier SCmA
Switzerland
$930K +$440K +2,972 +99%
NSAM
490
North Star Asset Management
Wisconsin
$923K
P
491
Pitcairn
Pennsylvania
$923K +$234K +1,577 +36%
PAMG
492
Patton Albertson Miller Group
Tennessee
$915K -$566K -3,822 -39%
II
493
IFM Investors
Australia
$915K -$12.3K -83 -1%
LNWWM
494
Laird Norton Wetherby Wealth Management
California
$911K -$8.44K -57 -1%
AssetMark Inc
495
AssetMark Inc
California
$909K -$8.74K -59 -1%
GIM
496
Goelzer Investment Management
Indiana
$908K -$337K -2,275 -28%
IRF
497
IBM Retirement Fund
New York
$905K +$13.6K +92 +2%
FI
498
FormulaFolio Investments
Michigan
$891K -$39.1K -264 -4%
PVWM
499
Point View Wealth Management
New Jersey
$878K +$91.8K +620 +12%
MOS
500
MGO One Seven
Ohio
$866K +$823K +5,553 New

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.