We are live on ! Find out more
MCK icon

McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
576
Boltwood Capital Management
California
$613K +$11.8K +80 +2%
PVWM
577
Point View Wealth Management
New Jersey
$601K +$79.7K +542 +14%
ACI
578
Alpha Cubed Investments
California
$600K +$159K +1,083 +34%
APP
579
Avantax Planning Partners
Iowa
$594K +$622K +4,226 New
CIM
580
Cetera Investment Management
California
$589K +$16K +109 +3%
LCP
581
Legacy Capital Partners
Wisconsin
$582K -$346K -2,355 -36%
MA
582
Montag & Associates
Georgia
$581K
BPCE
583
Bank Pictet & Cie (Europe)
Germany
$580K +$28.4K +193 +5%
CAM
584
Cypress Asset Management
Texas
$576K -$62.5K -425 -9%
SNBOSD
585
Security National Bank of So Dak
Iowa
$573K -$188K -1,276 -24%
AWP
586
Ascent Wealth Partners
New York
$572K +$138K +941 +30%
FT
587
Fiduciary Trust
Massachusetts
$571K -$109K -740 -15%
CIA
588
Choate Investment Advisors
Massachusetts
$564K +$63.3K +430 +12%
NJBEST
589
New Jersey Better Educational Savings Trust
New Jersey
$562K +$29.4K +200 +5%
Fiera Capital (Canada)
590
Fiera Capital (Canada)
Quebec, Canada
$561K -$84.7K -576 -13%
ECM
591
Everence Capital Management
Indiana
$558K
CCG
592
Cypress Capital Group
Florida
$556K -$58.5K -398 -9%
PCMM
593
Private Capital Management (Minnesota)
Minnesota
$555K +$99.3K +675 +21%
GC
594
Grace Capital
Massachusetts
$552K -$19.1K -130 -3%
DVM
595
Dreman Value Management
Florida
$551K -$159K -1,079 -22%
ZCI
596
Zevenbergen Capital Investments
Washington
$550K -$241K -1,640 -30%
IP
597
Intellectus Partners
California
$550K +$575K +3,906 New
PAM
598
Palisade Asset Management
Minnesota
$529K -$19.1K -130 -3%
PCM
599
Perritt Capital Management
Illinois
$527K -$7.36K -50 -1%
AP
600
Advisor Partners
California
$524K -$89.6K -609 -14%

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.