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McKesson

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801815 (+14)

0.01% more ownership

Funds ownership: 86.11%86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
576
Atria Investments
North Carolina
$662K +$133K +748 +27%
GCA
577
Gideon Capital Advisors
New York
$659K +$345K +1,939 +121%
FP
578
Foundry Partners
Minnesota
$650K +$621K +3,490 New
BAC
579
Boys Arnold & Co
North Carolina
$647K +$6.94K +39 +1%
Fuller & Thaler Asset Management
580
Fuller & Thaler Asset Management
California
$633K -$427K -2,400 -41%
PAM
581
Palisade Asset Management
Minnesota
$633K
DD
582
Dominick & Dominick
New York
$633K +$605K +3,400 New
MIC
583
MU Investments Company
Japan
$616K -$71.2K -400 -11%
AP
584
Advisor Partners
California
$616K +$37.4K +210 +7%
ATC
585
Argent Trust Company
Louisiana
$614K -$9.61K -54 -2%
FNBOH
586
First National Bank of Hutchinson
Kansas
$613K +$68.9K +387 +13%
LNWWM
587
Laird Norton Wetherby Wealth Management
California
$609K -$15.3K -86 -3%
FT
588
Fiduciary Trust
Massachusetts
$608K -$135K -761 -19%
FAAS
589
First Allied Advisory Services
California
$602K +$9.79K +55 +2%
RBC
590
Ronald Blue & Co
Georgia
$599K +$96.1K +540 +20%
LWI
591
Long Wharf Investors
Massachusetts
$596K -$12.5K -70 -2%
ARMT
592
Amica Retiree Medical Trust
Rhode Island
$587K
CC
593
Courier Capital
New York
$585K -$13.2K -74 -2%
HI
594
HBK Investments
Texas
$577K -$6.03M -33,884 -92%
STMM
595
South Texas Money Management
Texas
$576K +$890 +5 +0.2%
CA
596
Capital Advantage
California
$568K
Truist Financial
597
Truist Financial
North Carolina
$566K -$14.6K -82 -3%
ACM
598
Apex Capital Management
Ohio
$562K -$391K -2,200 -42%
HM
599
Harvest Management
New York
$559K -$356K -2,000 -40%
HFS
600
HL Financial Services
Kentucky
$557K

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.