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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
551
Raymond James Trust
Florida
$1.21M +$228K +1,208 +25%
EIM
552
Essex Investment Management
Massachusetts
$1.19M -$2.45K -13 -0.2%
CA
553
Cornerstone Advisors
North Carolina
$1.18M -$340K -1,800 -23%
EAMA
554
EFG Asset Management (Americas)
Florida
$1.17M +$338K +1,790 +36%
NSAM
555
North Star Asset Management
Wisconsin
$1.17M
B
556
Bellecapital
Switzerland
$1.16M
DSI
557
Daiwa SB Investments
Japan
$1.16M -$339K -1,798 -23%
FMT
558
First Mercantile Trust
Tennessee
$1.14M -$4.72K -25 -0.4%
BIM
559
BRC Investment Management
Colorado
$1.13M +$1.09M +5,747 New
SACTSONJ
560
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.12M
CC
561
ClearArc Capital
Ohio
$1.11M -$3.78K -20 -0.4%
PAM
562
Princeton Alpha Management
New Jersey
$1.11M +$847K +4,488 +399%
FI
563
FormulaFolio Investments
Michigan
$1.1M +$1.05M +5,586 New
CT
564
Chicago Trust
Illinois
$1.09M -$4.72K -25 -0.4%
TI
565
Trexquant Investment
Connecticut
$1.06M +$1.02M +5,400 New
CCM
566
Cribstone Capital Management
Maine
$1.06M +$1M +5,315 New
FNBOH
567
First National Bank of Hutchinson
Kansas
$1.05M +$64.2K +340 +7%
Fuller & Thaler Asset Management
568
Fuller & Thaler Asset Management
California
$1.04M -$56.6K -300 -5%
WRM
569
Westport Resources Management
Connecticut
$1.04M -$57.6K -305 -5%
Daiwa Securities Group
570
Daiwa Securities Group
Japan
$1.03M -$6.13M -32,490 -86%
MA
571
Montag & Associates
Georgia
$1.03M
CFA
572
Camarda Financial Advisors
Florida
$1.03M +$968K +5,126 +5,126%
CAM
573
Cypress Asset Management
Texas
$1.03M +$4.72K +25 +0.5%
CIM
574
Cetera Investment Management
California
$1.02M +$969K +5,131 New
KFA
575
Kays Financial Advisory
Georgia
$1M +$150K +796 +19%

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.