We are live on ! Find out more
MCK icon

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
MIH
526
Madison Investment Holdings
Wisconsin
$968K
WTIM
527
Wilmington Trust Investment Management
Delaware
$966K
BO
528
Bank OZK
Arkansas
$952K -$13.5K -76 -1%
CIM
529
CenturyLink Investment Management
Colorado
$941K +$819K +4,605 +1,033%
BC
530
Banced Corp
Illinois
$933K +$16.7K +94 +2%
RCM
531
Reynolds Capital Management
Nevada
$931K +$71.2K +400 +9%
CNB
532
City National Bank
California
$925K +$68.1K +383 +8%
TAM
533
Tocqueville Asset Management
New York
$923K -$16.9K -95 -2%
PAM
534
PartnerRe Asset Management
Connecticut
$913K -$117K -658 -12%
EOJOAM
535
E. Ohman J:or Asset Management
Sweden
$912K
MFS
536
MSI Financial Services
Massachusetts
$909K +$473K +2,656 +119%
PAG
537
Private Advisor Group
New Jersey
$901K -$10.9K -61 -1%
CNAM
538
Campbell Newman Asset Management
Wisconsin
$899K -$20.5K -115 -2%
OMCS
539
Old Mutual Customised Solutions
South Africa
$894K -$35.6K -200 -4%
CAN
540
Cetera Advisor Networks
California
$886K +$225K +1,266 +36%
CC
541
ClearArc Capital
Ohio
$866K -$24K -135 -3%
FBNAT
542
FirstMerit Bank N.A. Trustee
Ohio
$858K -$103K -581 -11%
AIP
543
Ameritas Investment Partners
Nebraska
$847K
FNBT
544
FineMark National Bank & Trust
Florida
$840K -$56.9K -320 -7%
FFBTD
545
First Financial Bank - Trust Division
Ohio
$836K -$15.1K -85 -2%
CPC
546
Cookson Peirce & Co
Pennsylvania
$834K
LBG
547
Lloyds Banking Group
United Kingdom
$821K -$105M -587,508 -99%
CI
548
Constellation Investments
Ohio
$819K +$17.8K +100 +2%
BPBT
549
Boston Private Bank & Trust
Massachusetts
$816K -$77.4K -435 -9%
WRM
550
Westport Resources Management
Connecticut
$816K -$356 -2 -0%

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.