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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
576
Oppenheimer & Co
New York
$1M -$2.13M -11,270 -69%
Brown Advisory
577
Brown Advisory
Maryland
$993K +$17.2K +91 +2%
ZCI
578
Zevenbergen Capital Investments
Washington
$988K +$23.6K +125 +3%
CI
579
Constellation Investments
Ohio
$986K
SOAMC
580
Spirit of America Management Corp
New York
$986K
DAM
581
Deimos Asset Management
New York
$986K +$944K +5,000 New
FG
582
Fiduciary Group
Georgia
$968K -$268K -1,421 -22%
NBC
583
Neuberger Berman Canada
Ontario, Canada
$963K +$922K +4,884 New
WAM
584
Wealthspire Advisors (Maryland)
Maryland
$961K +$920K +4,872 New
IB
585
Intrust Bank
Kansas
$953K +$709K +3,755 +347%
FT
586
Fiduciary Trust
Massachusetts
$952K +$139K +738 +18%
AssetMark Inc
587
AssetMark Inc
California
$947K +$846K +4,481 +1,387%
MFS
588
MSI Financial Services
Massachusetts
$946K +$286K +1,516 +46%
CCM
589
CrestPoint Capital Management
Missouri
$927K -$56.6K -300 -6%
SSG
590
Summit Securities Group
New York
$922K +$883K +4,675 New
Fiera Capital (Canada)
591
Fiera Capital (Canada)
Quebec, Canada
$913K -$596K -3,155 -41%
IA
592
IFP Advisors
Florida
$913K +$874K +4,629 New
FPFS
593
First Personal Financial Services
North Carolina
$904K -$24.4K -129 -3%
Nomura Holdings
594
Nomura Holdings
Japan
$900K -$530K -2,807 -38%
YIA
595
YHB Investment Advisors
Connecticut
$900K +$14.2K +75 +2%
FCFC
596
First Commonwealth Financial Corp
Pennsylvania
$893K +$566 +3 +0.1%
DAM
597
Deltec Asset Management
New York
$889K -$2.74M -14,500 -76%
AIP
598
Ameritas Investment Partners
Nebraska
$885K +$31.2K +165 +4%
CSS
599
Cubist Systematic Strategies
Connecticut
$878K -$3.93M -20,803 -82%
IAM
600
Integre Asset Management
New York
$876K

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.