We are live on ! Find out more
MCK icon

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
YIA
501
YHB Investment Advisors
Connecticut
$1.25M +$4.39K +20 +0.4%
ZF
502
Zhang Financial
Michigan
$1.24M +$1.1M +5,005 New
NSEDCP
503
NJ State Employees Deferred Compensation Plan
New Jersey
$1.24M
S
504
SimplyRich
California
$1.24M
HW
505
Hancock Whitney
Mississippi
$1.24M +$1.1K +5 +0.1%
NL
506
Navalign LLC
California
$1.22M +$4.61K +21 +0.4%
SFI
507
Susquehanna Fundamental Investments
Pennsylvania
$1.22M +$97.3K +443 +10%
SC
508
Scotia Capital
Ontario, Canada
$1.21M -$115K -526 -10%
NCM
509
Neumann Capital Management
California
$1.21M -$11K -50 -1%
CG
510
Cutler Group
California
$1.2M +$493K +2,245 +87%
EP
511
Edgestream Partners
New Jersey
$1.2M +$1.06M +4,841 New
AAS
512
Ameritas Advisory Services
Nebraska
$1.19M +$1.05M +4,786 New
CFFP
513
Center for Financial Planning
Michigan
$1.19M
FTDI
514
First Trust Direct Indexing
Massachusetts
$1.17M
BOH
515
Bank of Hawaii
Hawaii
$1.17M +$439 +2 +0%
HI
516
Humankind Investments
New York
$1.17M +$12.5K +57 +1%
BBNA
517
Bremer Bank National Association
Minnesota
$1.17M +$1.04M +4,720 New
CPO
518
Cerity Partners OCIO
New York
$1.15M +$34.5K +157 +4%
VCA
519
Verdence Capital Advisors
Maryland
$1.15M -$345K -1,573 -25%
CWM
520
Calamos Wealth Management
Illinois
$1.15M +$1.76K +8 +0.2%
LFAS
521
Level Four Advisory Services
Texas
$1.14M +$90.2K +411 +10%
BCM
522
Brookstone Capital Management
Illinois
$1.13M -$28.8K -131 -3%
APP
523
Avantax Planning Partners
Iowa
$1.12M +$220 +1 +0%
MA
524
Montag & Associates
Georgia
$1.11M -$110K -500 -10%
TAM
525
Tocqueville Asset Management
New York
$1.11M -$107K -486 -10%

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.