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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
501
Transamerica Financial Advisors
Florida
$1.01M +$3.53K +24 +0.3%
BOS
502
Bank of Stockton
California
$1.01M -$35.3K -240 -3%
ANBT
503
American National Bank & Trust
Texas
$1M +$579K +3,937 +123%
CI
504
Conning Inc
Connecticut
$995K +$14.7K +100 +1%
KJHP
505
K.J. Harrison & Partners
Ontario, Canada
$983K +$147K +1,000 +17%
V
506
Veritable
Delaware
$975K +$79.9K +543 +8%
AB
507
AT Bancorp
Iowa
$967K -$3.77M -25,654 -79%
DLHL
508
Donald L. Hagan LLC
Florida
$949K +$994K +6,758 New
OC
509
Oppenheimer & Co
New York
$932K +$113K +770 +13%
BF
510
BOK Financial
Oklahoma
$925K -$91.9K -625 -9%
LWM
511
LBA Wealth Management
Florida
$899K -$8.09K -55 -0.9%
HCA
512
Harbour Capital Advisors
Virginia
$893K +$170K +1,155 +22%
IPC
513
Independent Portfolio Consultants
Florida
$886K +$5.15K +35 +0.6%
HDIM
514
Hanson & Doremus Investment Management
Vermont
$883K +$125K +849 +16%
IIM
515
Ironwood Investment Management
Massachusetts
$880K -$10.3K -70 -1%
TRCT
516
Tower Research Capital (TRC)
New York
$875K +$917K +6,235 New
TA
517
Tiedemann Advisors
New York
$873K +$914K +6,216 New
SDIC
518
South Dakota Investment Council
South Dakota
$871K +$618K +4,200 +210%
FPFS
519
First Personal Financial Services
North Carolina
$868K +$242K +1,643 +36%
LIA
520
LS Investment Advisors
Michigan
$852K -$8.03M -54,599 -90%
PL
521
Polianta Ltd
Jersey
$842K +$883K +6,000 New
SNBOSCI
522
Security National Bank of Sioux City Iowa
Iowa
$840K +$195K +1,325 +28%
PC
523
Palo Capital
California
$836K -$188K -1,276 -18%
NSAM
524
North Star Asset Management
Wisconsin
$831K
Citadel Advisors
525
Citadel Advisors
Florida
$830K -$24.8M -168,687 -97%

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.