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McKesson

864 hedge funds and large institutions have $21.6B invested in McKesson in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 256 increasing their positions, 359 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 72

3% more funds holding

Funds holding: 839864 (+25)

0.45% more ownership

Funds ownership: 86.26%86.7% (+0.45%)

1% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$141M)

1% less call options, than puts

Call options by funds: $164M | Put options by funds: $166M

29% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 359

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
864
Holders Change
+25
Holders Change %
+2.98%
% of All Funds
17.02%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.24%
New
113
Increased
256
Reduced
359
Closed
72
Calls
$164M
Puts
$166M
Net Calls
-$2M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
576
Cypress Capital Group
Florida
$383K -$48.1K -340 -11%
CIA
577
Choate Investment Advisors
Massachusetts
$380K -$31.9K -226 -8%
QCG
578
Quadrant Capital Group
Ohio
$379K +$34.8K +246 +9%
FA
579
FDx Advisors
Illinois
$379K +$387K +2,741 New
FLPIM
580
F.L. Putnam Investment Management
Massachusetts
$378K -$28.6K -202 -7%
LCP
581
Legacy Capital Partners
Wisconsin
$377K
PA
582
Pinnacle Associates
New York
$374K +$20.2K +143 +6%
EMG
583
Ellington Management Group
Connecticut
$373K -$28.3K -200 -7%
SRC
584
Shufro Rose & Co
New York
$373K
MLFP
585
MPS Loria Financial Planners
Illinois
$373K +$989 +7 +0.3%
BSW
586
Buckingham Strategic Wealth
Missouri
$371K +$35.6K +252 +10%
CCMD
587
Cypress Capital Management (Delaware)
Delaware
$369K
MERSOM
588
Municipal Employees' Retirement System of Michigan
Michigan
$369K
IRF
589
IBM Retirement Fund
New York
$367K -$36K -255 -9%
DWM
590
Dorchester Wealth Management
Quebec, Canada
$367K
PHS
591
Pekin Hardy Strauss
Illinois
$362K -$89.8K -635 -20%
VCA
592
Verdence Capital Advisors
Maryland
$362K +$369K +2,614 New
PPSG
593
Princeton Portfolio Strategies Group
New Jersey
$358K -$70.7K -500 -16%
OC
594
Oppenheimer & Co
New York
$358K -$10.6K -75 -3%
PNC
595
Park National Corp
Ohio
$351K -$70.7K -500 -16%
CBN
596
Cadence Bank NA
Texas
$350K +$21.5K +152 +6%
KIA
597
KCM Investment Advisors
California
$348K -$107K -759 -23%
AGM
598
Alpine Global Management
New York
$348K +$355K +2,515 New
QCMC
599
Quantum Capital Management (California)
California
$346K -$29.8K -211 -8%
BA
600
Bristlecone Advisors
Washington
$346K

MCK Hedge Fund Activity: Q4 2019 in Review

864 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2019, worth a combined $21.6B — down 0.65% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MCK positions and 72 closed out — a net gain of 41 holders — while 256 added to existing stakes and 359 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $213M. The largest seller was Kiltearn Partners, exiting entirely with an estimated $152M sold.

  • 864 institutional investors held McKesson (MCK) as of Q4 2019, up from 839 in Q3 2019.
  • Funds reported $21.6B of McKesson stock for Q4 2019, down 0.65% quarter-over-quarter.
  • 113 funds opened new McKesson positions in Q4 2019 and 72 closed out, a net change of +41 holders.
  • The largest McKesson buyer in Q4 2019 was Viking Global Investors, an estimated $213M added.
  • The largest McKesson seller in Q4 2019 was Kiltearn Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.