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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
RC
551
RegentAtlantic Capital
New Jersey
$816K +$1.96K +11 +0.3%
PCM
552
Perritt Capital Management
Illinois
$812K -$75.6K -425 -9%
Toronto Dominion Bank
553
Toronto Dominion Bank
Ontario, Canada
$810K +$120K +676 +18%
Brown Advisory
554
Brown Advisory
Maryland
$799K -$4.98K -28 -0.6%
NAM
555
North American Management
Massachusetts
$794K -$85K -478 -10%
HNB
556
Huntington National Bank
Ohio
$793K +$25.4K +143 +3%
RCAG
557
Rehmann Capital Advisory Group
Michigan
$787K +$25.6K +144 +4%
MCM
558
MAI Capital Management
Ohio
$786K -$11.6K -65 -2%
BB
559
Bell Bank
North Dakota
$771K -$287K -1,615 -28%
PI
560
PineBridge Investments
New York
$759K -$758K -4,259 -51%
BA
561
Bridgewater Associates
Connecticut
$750K -$4.8M -27,000 -87%
MGIA
562
Moneta Group Investment Advisors
Missouri
$745K
USGIU
563
U.S. Global Investors (USGI)
Texas
$745K +$400K +2,250 +129%
DCM
564
Dynamic Capital Management
Jersey
$736K +$210K +1,180 +43%
OIA
565
Optimum Investment Advisors
Illinois
$723K
YIA
566
YHB Investment Advisors
Connecticut
$716K +$23.1K +130 +3%
IIC
567
Ironwood Investment Counsel
Arizona
$711K
ACP
568
Aviance Capital Partners
Florida
$708K -$151K -850 -18%
TNBTD
569
Trustmark National Bank Trust Department
Mississippi
$705K -$3.02K -17 -0.4%
NI
570
Numeric Investors
Massachusetts
$680K -$55.4M -311,110 -99%
KCM
571
Kanawha Capital Management
Virginia
$672K +$35.6K +200 +6%
BKBG
572
BHF Kleinwort Benson Group
Belgium
$669K -$136K -765 -18%
SPC
573
Stewart & Patten Company
California
$663K
AWS
574
Aris Wealth Services
Pennsylvania
$663K +$10.3K +58 +2%
RJT
575
Raymond James Trust
Florida
$662K +$10.9K +61 +2%

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.