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McKesson

925 hedge funds and large institutions have $44.6B invested in McKesson in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 332 increasing their positions, 355 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 48

24% more funds holding in top 10

Funds holding in top 10: 3847 (+9)

9% more capital invested

Capital invested by funds: $41.1B → $44.6B (+$3.5B)

4% more funds holding

Funds holding: 888925 (+37)

0.72% less ownership

Funds ownership: 85.73%85% (-0.72%)

6% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 355

30% less call options, than puts

Call options by funds: $120M | Put options by funds: $173M

Holders
925
Holders Change
+37
Holders Change %
+4.17%
% of All Funds
24.65%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
1.25%
New
96
Increased
332
Reduced
355
Closed
48
Calls
$120M
Puts
$173M
Net Calls
-$52.6M
Net Calls Change
+$77.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
576
Tocqueville Asset Management
New York
$938K -$139K -625 -13%
MSU
577
Maple Securities USA
New Jersey
$933K +$915K +4,125 New
LMAM
578
Legg Mason Asset Management
Japan
$928K -$111K -500 -11%
OMCS
579
Old Mutual Customised Solutions
South Africa
$927K
F
580
FolioMetrix
Nebraska
$927K +$427K +1,923 +88%
HI
581
HBK Investments
Texas
$927K +$909K +4,100 New
AWS
582
Aris Wealth Services
Pennsylvania
$924K +$37.7K +170 +4%
CPC
583
Cookson Peirce & Co
Pennsylvania
$908K -$37.7K -170 -4%
RCAG
584
Rehmann Capital Advisory Group
Michigan
$907K -$32.6K -147 -4%
MGIA
585
Moneta Group Investment Advisors
Missouri
$905K
RJT
586
Raymond James Trust
Florida
$891K -$114K -513 -12%
TCM
587
Tributary Capital Management
Nebraska
$882K +$865K +3,900 New
YIA
588
YHB Investment Advisors
Connecticut
$880K +$64.1K +289 +8%
FT
589
Fiduciary Trust
Massachusetts
$873K
SHA
590
Smith Hayes Advisers
Nebraska
$872K +$887 +4 +0.1%
IIC
591
Ironwood Investment Counsel
Arizona
$863K
FCFC
592
First Commonwealth Financial Corp
Pennsylvania
$859K +$125K +564 +17%
RBC
593
Ronald Blue & Co
Georgia
$858K -$9.32K -42 -1%
JIP
594
Jaffetilchin Investment Partners
Florida
$857K +$242K +1,089 +40%
AP
595
Advisor Partners
California
$836K -$9.54K -43 -1%
MCM
596
MAI Capital Management
Ohio
$835K -$41.7K -188 -5%
SWP
597
Stratos Wealth Partners
Ohio
$834K +$313K +1,410 +62%
SCM
598
Shelton Capital Management
Colorado
$827K +$175K +790 +28%
CRIG
599
Charter Research & Investment Group
Connecticut
$826K
NCM
600
Noesis Capital Mangement
Florida
$816K +$95.4K +430 +14%

MCK Hedge Fund Activity: Q1 2015 in Review

925 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2015, worth a combined $44.6B — up 8.5% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new MCK positions and 48 closed out — a net gain of 48 holders — while 332 added to existing stakes and 355 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $489M. The largest seller was Maverick Capital, cutting an estimated $194M.

  • 925 institutional investors held McKesson (MCK) as of Q1 2015, up from 888 in Q4 2014.
  • Funds reported $44.6B of McKesson stock for Q1 2015, up 8.5% quarter-over-quarter.
  • 96 funds opened new McKesson positions in Q1 2015 and 48 closed out, a net change of +48 holders.
  • The largest McKesson buyer in Q1 2015 was JP Morgan Chase, an estimated $489M added.
  • The largest McKesson seller in Q1 2015 was Maverick Capital, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2015.