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McKesson

909 hedge funds and large institutions have $29.9B invested in McKesson in 2017 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 319 increasing their positions, 362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

36% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 76

10% more capital invested

Capital invested by funds: $27.2B → $29.9B (+$2.65B)

2% more funds holding

Funds holding: 890909 (+19)

0.79% less ownership

Funds ownership: 86.67%85.87% (-0.79%)

12% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 362

37% less call options, than puts

Call options by funds: $252M | Put options by funds: $397M

Holders
909
Holders Change
+19
Holders Change %
+2.13%
% of All Funds
22.66%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.55%
New
103
Increased
319
Reduced
362
Closed
76
Calls
$252M
Puts
$397M
Net Calls
-$146M
Net Calls Change
-$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
576
Spirit of America Management Corp
New York
$724K
FG
577
Fiduciary Group
Georgia
$716K -$36.8K -243 -5%
AAM
578
Azzad Asset Management
Virginia
$711K +$165K +1,085 +34%
William Blair & Company
579
William Blair & Company
Illinois
$708K +$27.3K +180 +4%
AWP
580
Ascent Wealth Partners
New York
$701K +$15K +99 +2%
Group One Trading
581
Group One Trading
Illinois
$701K +$646K +4,262 New
RC
582
RegentAtlantic Capital
New Jersey
$684K +$69K +455 +12%
Neuberger Berman Group
583
Neuberger Berman Group
New York
$682K +$17.1K +113 +3%
Brown Advisory
584
Brown Advisory
Maryland
$673K -$29.6K -195 -5%
APP
585
Avantax Planning Partners
Iowa
$662K -$910 -6 -0.1%
ECM
586
Everence Capital Management
Indiana
$654K
ONB
587
Old National Bancorp
Indiana
$649K +$598K +3,943 New
GP
588
Girard Partners
Pennsylvania
$648K -$135K -889 -18%
GVT
589
Genesee Valley Trust
New York
$644K -$185K -1,219 -24%
DWM
590
Doyle Wealth Management
Florida
$643K
NFG
591
Next Financial Group
Texas
$638K +$99.8K +658 +20%
CCMD
592
Cypress Capital Management (Delaware)
Delaware
$635K +$255K +1,684 +77%
IA
593
IFP Advisors
Florida
$633K -$57.6K -380 -9%
PAM
594
Palisade Asset Management
Minnesota
$624K
CCM
595
Canal Capital Management
Virginia
$622K +$79.7K +526 +16%
GIM
596
Groesbeck Investment Management
New Jersey
$621K -$110K -724 -16%
OC
597
Oppenheimer & Co
New York
$620K +$85.1K +561 +17%
EA
598
Edge Advisors
Georgia
$610K -$45.5K -300 -7%
PCM
599
Perritt Capital Management
Illinois
$607K -$7.58K -50 -1%
IR
600
Invictus RG
Bermuda
$606K +$67.3K +444 +14%

MCK Hedge Fund Activity: Q2 2017 in Review

909 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2017, worth a combined $29.9B — up 9.7% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MCK positions and 76 closed out — a net gain of 27 holders — while 319 added to existing stakes and 362 trimmed.

The largest buyer was Ruffer LLP, opening a new position worth an estimated $201M. The largest seller was Capital Research Global Investors, cutting an estimated $1.11B.

  • 909 institutional investors held McKesson (MCK) as of Q2 2017, up from 890 in Q1 2017.
  • Funds reported $29.9B of McKesson stock for Q2 2017, up 9.7% quarter-over-quarter.
  • 103 funds opened new McKesson positions in Q2 2017 and 76 closed out, a net change of +27 holders.
  • The largest McKesson buyer in Q2 2017 was Ruffer LLP, an estimated $201M added.
  • The largest McKesson seller in Q2 2017 was Capital Research Global Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2017.