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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
576
Stewart & Patten Company
California
$546K
YIA
577
YHB Investment Advisors
Connecticut
$546K
APP
578
Avantax Planning Partners
Iowa
$543K -$5.93K -40 -1%
CCG
579
Cypress Capital Group
Florida
$539K -$11.9K -80 -2%
MBTD
580
Mechanics Bank - Trust Department
California
$538K -$11.9K -80 -2%
FG
581
Fiduciary Group
Georgia
$531K -$8.15K -55 -2%
MCC
582
Malaga Cove Capital
California
$531K -$3.26K -22 -0.6%
S
583
SignatureFD
Georgia
$531K +$14.8K +100 +3%
WA
584
Wasatch Advisors
Utah
$522K -$5.17M -34,924 -91%
FB
585
Fulton Bank
Pennsylvania
$519K +$119K +803 +32%
KCM
586
Kendall Capital Management
Maryland
$519K +$493K +3,325 New
LCP
587
Legacy Capital Partners
Wisconsin
$515K +$50.4K +340 +11%
SC
588
Slow Capital
California
$511K +$484K +3,266 New
PI
589
PineBridge Investments
New York
$501K -$410K -2,766 -46%
OC
590
Oppenheimer & Co
New York
$501K -$45.6K -308 -9%
CM
591
Columbus Macro
Pennsylvania
$497K +$471K +3,182 New
ASN
592
Advisory Services Network
Georgia
$496K +$192K +1,295 +69%
GIM
593
Groesbeck Investment Management
New Jersey
$493K -$72.4K -489 -13%
CCM
594
Carlson Capital Management
Minnesota
$493K +$161K +1,090 +53%
CIA
595
Choate Investment Advisors
Massachusetts
$490K
BO
596
Bank OZK
Arkansas
$489K -$170K -1,149 -27%
AIM
597
Acropolis Investment Management
Missouri
$484K +$7.41K +50 +2%
FPA
598
First Pacific Advisors
California
$483K -$3.47M -23,450 -88%
DTL
599
Dynamic Technology Lab
Singapore
$483K +$459K +3,100 New
FI
600
Fosun International
China
$483K +$459K +3,100 New

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.