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McKesson

1,098 hedge funds and large institutions have $31.9B invested in McKesson in 2021 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 357 increasing their positions, 360 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 50

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

50% more call options, than puts

Call options by funds: $456M | Put options by funds: $304M

21% more capital invested

Capital invested by funds: $26.3B → $31.9B (+$5.58B)

14% more funds holding

Funds holding: 9671,098 (+131)

0.83% less ownership

Funds ownership: 85.43%84.6% (-0.83%)

1% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 360

Holders
1,098
Holders Change
+131
Holders Change %
+13.55%
% of All Funds
16.9%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.38%
New
197
Increased
357
Reduced
360
Closed
50
Calls
$456M
Puts
$304M
Net Calls
+$152M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DGAM
551
Desjardins Global Asset Management
Quebec, Canada
$988K +$873K +3,977 New
AAM
552
Advisors Asset Management
Colorado
$977K -$28.1K -128 -3%
MSFS
553
Main Street Financial Solutions
Pennsylvania
$962K +$180K +821 +27%
Brown Advisory
554
Brown Advisory
Maryland
$960K -$439 -2 -0.1%
BBVA
555
Banco Bilbao Vizcaya Argentaria
Spain
$951K +$6.81K +31 +0.8%
VWM
556
Venturi Wealth Management
Texas
$945K
NHC
557
Nicholas Hoffman & Company
Georgia
$944K -$24.1K -110 -3%
B
558
Bridgeworth
Alabama
$934K
PA
559
Parallel Advisors
California
$930K +$310K +1,410 +60%
BCM
560
Bayesian Capital Management
New York
$927K -$191K -869 -19%
LMAM
561
Legg Mason Asset Management
Japan
$927K -$40.8K -186 -5%
CFA
562
Camarda Financial Advisors
Florida
$924K -$111K -505 -12%
CG
563
Colony Group
Massachusetts
$924K
CFA
564
Compass Financial Advisors
Indiana
$920K +$812K +3,700 New
ESCM
565
Echo Street Capital Management
New York
$919K +$555K +2,528 +216%
ATC
566
Argent Trust Co
Tennessee
$917K +$6.59K +30 +0.8%
CRIG
567
Charter Research & Investment Group
Connecticut
$916K
VPIM
568
Vanguard Personalized Indexing Management
California
$907K +$179K +815 +29%
EB
569
Eastern Bank
Massachusetts
$907K +$802K +3,651 New
SC
570
Savant Capital
Illinois
$905K +$37.5K +171 +5%
MBT
571
Montecito Bank & Trust
California
$885K -$11.6K -53 -1%
CI
572
Cigna Investments
Connecticut
$877K -$291K -1,325 -27%
SWM
573
Spire Wealth Management
Virginia
$870K -$38K -173 -5%
SW
574
SVB Wealth
Massachusetts
$858K -$29.4K -134 -4%
AIA
575
Affinity Investment Advisors
California
$850K +$41.1K +187 +6%

MCK Hedge Fund Activity: Q4 2021 in Review

1,098 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2021, worth a combined $31.9B — up 21% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new MCK positions and 50 closed out — a net gain of 147 holders — while 357 added to existing stakes and 360 trimmed.

The largest buyer was Samlyn Capital, opening a new position worth an estimated $70.2M. The largest seller was Nordea Investment Management, cutting an estimated $323M.

  • 1,098 institutional investors held McKesson (MCK) as of Q4 2021, up from 967 in Q3 2021.
  • Funds reported $31.9B of McKesson stock for Q4 2021, up 21% quarter-over-quarter.
  • 197 funds opened new McKesson positions in Q4 2021 and 50 closed out, a net change of +147 holders.
  • The largest McKesson buyer in Q4 2021 was Samlyn Capital, an estimated $70.2M added.
  • The largest McKesson seller in Q4 2021 was Nordea Investment Management, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2021.