We are live on ! Find out more
MCK icon

McKesson

864 hedge funds and large institutions have $21.6B invested in McKesson in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 256 increasing their positions, 359 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 72

3% more funds holding

Funds holding: 839864 (+25)

0.45% more ownership

Funds ownership: 86.26%86.7% (+0.45%)

1% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$141M)

1% less call options, than puts

Call options by funds: $164M | Put options by funds: $166M

29% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 359

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
864
Holders Change
+25
Holders Change %
+2.98%
% of All Funds
17.02%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.24%
New
113
Increased
256
Reduced
359
Closed
72
Calls
$164M
Puts
$166M
Net Calls
-$2M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
S
476
SimplyRich
California
$683K
GWAG
477
Garrett Wealth Advisory Group
Texas
$682K -$31K -219 -4%
S
478
SignatureFD
Georgia
$678K -$15.4K -109 -2%
CC
479
Cipher Capital
New York
$678K +$693K +4,904 New
PIA
480
Piedmont Investment Advisors
North Carolina
$676K +$71.9K +509 +12%
Rafferty Asset Management
481
Rafferty Asset Management
New York
$674K -$1.44M -10,165 -68%
NFG
482
Norris Financial Group
South Carolina
$668K +$682K +4,826 New
SPIA
483
Steward Partners Investment Advisory
New York
$657K -$81.7K -578 -11%
BOH
484
Bank of Hawaii
Hawaii
$633K -$141 -1 -0%
HIC
485
Holderness Investments Company
North Carolina
$633K
CFFP
486
Center for Financial Planning
Michigan
$630K +$644K +4,555 New
YIA
487
YHB Investment Advisors
Connecticut
$624K +$128K +905 +25%
APP
488
Avantax Planning Partners
Iowa
$608K +$565 +4 +0.1%
KRSITF
489
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$590K -$13.3K -94 -2%
NHC
490
Nicholas Hoffman & Company
Georgia
$586K -$4.95K -35 -0.8%
Brown Advisory
491
Brown Advisory
Maryland
$582K -$15.7K -111 -3%
SF
492
Synovus Financial
Georgia
$582K +$14.7K +104 +3%
Impax Asset Management Group
493
Impax Asset Management Group
United Kingdom
$580K +$45.1K +319 +8%
AA
494
ALPS Advisors
Colorado
$578K -$41.7K -295 -7%
PCA
495
Peddock Capital Advisors
Massachusetts
$571K
MCM
496
Murphy Capital Management
New Jersey
$570K
MYIA
497
Mount Yale Investment Advisors
Colorado
$570K +$89.3K +632 +19%
AssetMark Inc
498
AssetMark Inc
California
$569K +$21.1K +149 +4%
MMA
499
Miracle Mile Advisors
California
$565K -$58K -410 -9%
CIG
500
Cairn Investment Group
Washington
$562K +$575K +4,065 New

MCK Hedge Fund Activity: Q4 2019 in Review

864 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2019, worth a combined $21.6B — down 0.65% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MCK positions and 72 closed out — a net gain of 41 holders — while 256 added to existing stakes and 359 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $213M. The largest seller was Kiltearn Partners, exiting entirely with an estimated $152M sold.

  • 864 institutional investors held McKesson (MCK) as of Q4 2019, up from 839 in Q3 2019.
  • Funds reported $21.6B of McKesson stock for Q4 2019, down 0.65% quarter-over-quarter.
  • 113 funds opened new McKesson positions in Q4 2019 and 72 closed out, a net change of +41 holders.
  • The largest McKesson buyer in Q4 2019 was Viking Global Investors, an estimated $213M added.
  • The largest McKesson seller in Q4 2019 was Kiltearn Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.