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McKesson

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801815 (+14)

0.01% more ownership

Funds ownership: 86.11%86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
501
Amalgamated Bank
New York
$1.24M +$153K +862 +15%
JFGIW
502
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23M -$277K -1,555 -19%
WFM
503
Wilmington Funds Management
Delaware
$1.21M +$391K +2,200 +51%
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$1.19M +$32.6K +183 +3%
Daiwa Securities Group
505
Daiwa Securities Group
Japan
$1.18M -$44.5K -250 -4%
MCM
506
Matarin Capital Management
New York
$1.17M +$440K +2,475 +65%
GLA
507
Great Lakes Advisors
Illinois
$1.16M +$171K +961 +18%
SOAMC
508
Spirit of America Management Corp
New York
$1.12M
QCMC
509
Quantum Capital Management (California)
California
$1.11M -$36.3K -204 -3%
Luther King Capital Management (LKCM)
510
Luther King Capital Management (LKCM)
Texas
$1.11M -$4.09K -23 -0.4%
1GA
511
1st Global Advisors
Texas
$1.1M +$160K +898 +18%
NSAM
512
North Star Asset Management
Wisconsin
$1.1M
B
513
Bellecapital
Switzerland
$1.1M
BVDMP
514
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.08M
LMAM
515
Legg Mason Asset Management
Japan
$1.06M -$107K -600 -10%
SACTSONJ
516
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.06M
GCP
517
GSA Capital Partners
United Kingdom
$1.05M -$2.35M -13,233 -70%
ZCI
518
Zevenbergen Capital Investments
Washington
$1.04M +$449K +2,525 +83%
IFS
519
Ifrah Financial Services
Arkansas
$1.03M -$17.3K -97 -2%
CM
520
Churchill Management
California
$1.03M -$1.51M -8,481 -61%
MYAM
521
Meiji Yasuda Asset Management
Japan
$1.01M -$117K -659 -11%
CHAM
522
Clear Harbor Asset Management
Connecticut
$1M
PAMG
523
Patton Albertson Miller Group
Tennessee
$999K +$322K +1,809 +52%
MA
524
Montag & Associates
Georgia
$994K
WGCA
525
Wolf Group Capital Advisors
Virginia
$974K +$66K +371 +8%

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.