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McKesson

1,098 hedge funds and large institutions have $31.9B invested in McKesson in 2021 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 357 increasing their positions, 360 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 50

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

50% more call options, than puts

Call options by funds: $456M | Put options by funds: $304M

21% more capital invested

Capital invested by funds: $26.3B → $31.9B (+$5.58B)

14% more funds holding

Funds holding: 9671,098 (+131)

0.83% less ownership

Funds ownership: 85.43%84.6% (-0.83%)

1% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 360

Holders
1,098
Holders Change
+131
Holders Change %
+13.55%
% of All Funds
16.9%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.38%
New
197
Increased
357
Reduced
360
Closed
50
Calls
$456M
Puts
$304M
Net Calls
+$152M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
476
Personal CFO Solutions
New Jersey
$1.44M -$56.6K -258 -4%
CIG
477
Cairn Investment Group
Washington
$1.44M -$23.1K -105 -2%
ARC
478
Advisor Resource Council
Texas
$1.43M +$1.26M +5,754 New
V
479
Veritable
Delaware
$1.43M +$120K +547 +11%
KAS
480
Kestra Advisory Services
Texas
$1.41M -$2.48M -11,290 -67%
CAM
481
Claret Asset Management
Quebec, Canada
$1.41M -$5.49K -25 -0.4%
AIM
482
Aigen Investment Management
New York
$1.41M +$1.39M +6,335 New
SA
483
SRN Advisors
Pennsylvania
$1.4M +$1.24M +5,638 New
CPWA
484
Cerro Pacific Wealth Advisors
California
$1.4M +$15.8K +72 +1%
CAN
485
Cetera Advisor Networks
California
$1.39M +$218K +991 +22%
AWC
486
Abundance Wealth Counselors
Pennsylvania
$1.38M +$16.7K +76 +1%
SAM
487
Sompo Asset Management
Japan
$1.37M -$654K -2,980 -35%
TCM
488
Twin Capital Management
Pennsylvania
$1.37M +$195K +890 +19%
RCG
489
Regatta Capital Group
California
$1.35M +$1.2M +5,450 New
EC
490
Estate Counselors
Wisconsin
$1.35M +$22K +100 +2%
IIM
491
Ironwood Investment Management
Massachusetts
$1.34M
FMI
492
F/M Investments
District of Columbia
$1.34M -$65.2K -297 -5%
RIM
493
Redwood Investment Management
Arizona
$1.33M -$80.8K -368 -6%
TPCW
494
TD Private Client Wealth
New York
$1.29M -$128K -585 -10%
CNC
495
Canandaigua National Corp
New York
$1.28M -$15.4K -70 -1%
RC
496
RegentAtlantic Capital
New Jersey
$1.28M +$110K +502 +11%
Rafferty Asset Management
497
Rafferty Asset Management
New York
$1.28M +$43.9K +200 +4%
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$1.26M +$54K +246 +5%
Impax Asset Management Group
499
Impax Asset Management Group
United Kingdom
$1.25M -$3.28M -14,941 -75%
TC
500
Titleist Capital
Texas
$1.25M +$1.1M +5,026 New

MCK Hedge Fund Activity: Q4 2021 in Review

1,098 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2021, worth a combined $31.9B — up 21% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new MCK positions and 50 closed out — a net gain of 147 holders — while 357 added to existing stakes and 360 trimmed.

The largest buyer was Samlyn Capital, opening a new position worth an estimated $70.2M. The largest seller was Nordea Investment Management, cutting an estimated $323M.

  • 1,098 institutional investors held McKesson (MCK) as of Q4 2021, up from 967 in Q3 2021.
  • Funds reported $31.9B of McKesson stock for Q4 2021, up 21% quarter-over-quarter.
  • 197 funds opened new McKesson positions in Q4 2021 and 50 closed out, a net change of +147 holders.
  • The largest McKesson buyer in Q4 2021 was Samlyn Capital, an estimated $70.2M added.
  • The largest McKesson seller in Q4 2021 was Nordea Investment Management, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2021.