We are live on ! Find out more
MCK icon

McKesson

890 hedge funds and large institutions have $27.2B invested in McKesson in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 323 increasing their positions, 356 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

13% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 90

5% more capital invested

Capital invested by funds: $25.9B → $27.2B (+$1.33B)

5.14% more ownership

Funds ownership: 81.52%86.67% (+5.1%)

0% more funds holding

Funds holding: 889890 (+1)

9% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 356

33% less call options, than puts

Call options by funds: $184M | Put options by funds: $274M

Holders
890
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
22.16%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.37%
New
102
Increased
323
Reduced
356
Closed
90
Calls
$184M
Puts
$274M
Net Calls
-$90.4M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
551
Spirit of America Management Corp
New York
$652K
TCM
552
Teza Capital Management
Illinois
$652K +$644K +4,397 New
RGI
553
River Global Investors
United Kingdom
$651K +$643K +4,389 New
PCA
554
Personal Capital Advisors
California
$650K -$15.2M -103,838 -96%
Brown Advisory
555
Brown Advisory
Maryland
$635K -$47.7K -326 -7%
PMG
556
ProVise Management Group
Florida
$635K +$229K +1,565 +58%
FCH
557
Freestone Capital Holdings
Washington
$632K +$625K +4,266 New
IPC
558
Independent Portfolio Consultants
Florida
$628K -$304K -2,075 -33%
IA
559
IFP Advisors
Florida
$627K -$40.3K -275 -6%
William Blair & Company
560
William Blair & Company
Illinois
$619K -$772K -5,270 -56%
AWP
561
Ascent Wealth Partners
New York
$617K +$12.9K +88 +2%
LP
562
LMR Partners
United Kingdom
$609K +$601K +4,103 New
CTC
563
Central Trust Company
Missouri
$604K -$127K -867 -18%
Neuberger Berman Group
564
Neuberger Berman Group
New York
$598K -$81.9K -559 -12%
APP
565
Avantax Planning Partners
Iowa
$597K -$28.9K -197 -5%
CIA
566
Choate Investment Advisors
Massachusetts
$595K
EA
567
Edge Advisors
Georgia
$593K +$75.3K +514 +15%
DSC
568
Duncker Streett & Co
Missouri
$591K -$267K -1,825 -31%
ECM
569
Everence Capital Management
Indiana
$589K
CAM
570
Cypress Asset Management
Texas
$586K -$22K -150 -4%
DVM
571
Dreman Value Management
Florida
$582K
DWM
572
Doyle Wealth Management
Florida
$579K +$572K +3,905 New
IP
573
Intellectus Partners
California
$576K -$4.39K -30 -0.8%
MML Investors Services
574
MML Investors Services
Massachusetts
$568K +$562K +3,834 New
MCM
575
MAI Capital Management
Ohio
$565K -$213K -1,453 -28%

MCK Hedge Fund Activity: Q1 2017 in Review

890 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2017, worth a combined $27.2B — up 5.1% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new MCK positions and 90 closed out — a net gain of 12 holders — while 323 added to existing stakes and 356 trimmed.

The largest buyer was BlackRock, adding an estimated $1.98B. The largest seller was Capital Research Global Investors, cutting an estimated $825M.

  • 890 institutional investors held McKesson (MCK) as of Q1 2017, up from 889 in Q4 2016.
  • Funds reported $27.2B of McKesson stock for Q1 2017, up 5.1% quarter-over-quarter.
  • 102 funds opened new McKesson positions in Q1 2017 and 90 closed out, a net change of +12 holders.
  • The largest McKesson buyer in Q1 2017 was BlackRock, an estimated $1.98B added.
  • The largest McKesson seller in Q1 2017 was Capital Research Global Investors, an estimated $825M sold.

Based on aggregated 13F filings for Q1 2017.