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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
551
Teza Capital Management
Illinois
$630K +$598K +4,039 New
FRM
552
Fox Run Management
Connecticut
$628K -$55.3K -373 -8%
ACC
553
Accident Compensation Corp
New Zealand
$624K -$14.8K -100 -2%
ECM
554
Everence Capital Management
Indiana
$620K
IWM
555
IHT Wealth Management
Illinois
$616K +$504K +3,404 +727%
AIM
556
Anchor Investment Management
South Carolina
$615K +$19.3K +130 +3%
Verition Fund Management
557
Verition Fund Management
Connecticut
$614K -$425K -2,868 -42%
RW
558
Rand Wealth
Maryland
$611K -$1.27M -8,560 -69%
ATC
559
Argent Trust Co
Tennessee
$606K +$25.2K +170 +5%
Fiera Capital (Canada)
560
Fiera Capital (Canada)
Quebec, Canada
$603K
DWM
561
Doyle Wealth Management
Florida
$593K
WI
562
Wintrust Investments
Illinois
$586K +$85.2K +575 +18%
PAM
563
Palisade Asset Management
Minnesota
$575K -$14.8K -100 -3%
PCM
564
Perritt Capital Management
Illinois
$572K
CRIG
565
Charter Research & Investment Group
Connecticut
$569K +$541K +3,650 New
GVT
566
Genesee Valley Trust
New York
$568K -$32.7K -221 -6%
MYLI
567
Meiji Yasuda Life Insurance
Japan
$568K +$26.7K +180 +5%
SCM
568
SOL Capital Management
Maryland
$565K -$37K -250 -6%
BAC
569
Boys Arnold & Co
North Carolina
$565K
EA
570
Edge Advisors
Georgia
$558K +$28.6K +193 +6%
FNT
571
First National Trust
Pennsylvania
$554K -$142K -961 -21%
GIA
572
Gargoyle Investment Advisor
New Jersey
$553K +$525K +3,547 New
MCM
573
MAI Capital Management
Ohio
$552K +$37K +250 +8%
HIC
574
Holderness Investments Company
North Carolina
$549K +$44.4K +300 +9%
Cerity Partners
575
Cerity Partners
New York
$546K -$269K -1,818 -34%

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.