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McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
551
Central Trust Company
Missouri
$414K -$392K -2,678 -47%
CCP
552
Corient Capital Partners
California
$413K -$1.61K -11 -0.4%
AIA
553
Affinity Investment Advisors
California
$412K
TFCP
554
Twin Focus Capital Partners
Massachusetts
$408K +$442K +3,018 New
VI
555
Versor Investments
New York
$406K -$2.16M -14,759 -83%
KWA
556
KCS Wealth Advisory
California
$406K -$751K -5,124 -63%
RC
557
RegentAtlantic Capital
New Jersey
$405K
SF
558
Synovus Financial
Georgia
$398K -$189K -1,291 -31%
QCG
559
Quadrant Capital Group
Ohio
$398K +$18.5K +126 +4%
IG
560
ING Group
Netherlands
$397K -$1.38M -9,424 -76%
MCM
561
MAI Capital Management
Ohio
$396K +$3.81K +26 +0.9%
FFA
562
First Foundation Advisors
California
$394K +$427K +2,913 New
IAMOG
563
Investors Asset Management of Georgia
Georgia
$392K
FMWA
564
Forvis Mazars Wealth Advisors
Missouri
$381K +$201K +1,371 +95%
Simplex Trading
565
Simplex Trading
Illinois
$379K +$411K +2,806 New
CI
566
Conning Inc
Connecticut
$377K -$30.6K -209 -7%
OAM
567
Oppenheimer Asset Management
New York
$370K -$57.3K -391 -13%
GIM
568
Groesbeck Investment Management
New Jersey
$370K -$5.86K -40 -1%
CCG
569
Cypress Capital Group
Florida
$368K -$7.03K -48 -2%
CIA
570
Choate Investment Advisors
Massachusetts
$368K -$3.37K -23 -0.8%
FLPIM
571
F.L. Putnam Investment Management
Massachusetts
$368K -$1.76K -12 -0.4%
MLFP
572
MPS Loria Financial Planners
Illinois
$366K +$1.02K +7 +0.3%
CBN
573
Cadence Bank NA
Texas
$366K +$24.8K +169 +7%
FA
574
FDx Advisors
Illinois
$365K -$6.59K -45 -2%
SRC
575
Shufro Rose & Co
New York
$365K

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.