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McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
576
Bessemer Group
New Jersey
$365K +$29.1K +199 +8%
TFA
577
Toth Financial Advisory
Virginia
$365K +$395K +2,696 New
SW
578
SVB Wealth
Massachusetts
$364K -$35.4K -242 -8%
CCMD
579
Cypress Capital Management (Delaware)
Delaware
$361K
MERSOM
580
Municipal Employees' Retirement System of Michigan
Michigan
$361K
HC
581
Henshaw Capital
Massachusetts
$358K +$387K +2,644 New
JIC
582
Johnson Investment Counsel
Ohio
$355K -$37.2K -254 -9%
GIA
583
Gateway Investment Advisers
Ohio
$351K +$15.4K +105 +4%
BWM
584
Buckley Wealth Management
Nevada
$351K +$380K +2,597 New
PD
585
Planning Directions
Pennsylvania
$348K +$377K +2,571 New
LCP
586
Legacy Capital Partners
Wisconsin
$342K -$29.3K -200 -7%
Carson Wealth (CWM LLC)
587
Carson Wealth (CWM LLC)
Nebraska
$341K
PNC
588
Park National Corp
Ohio
$340K -$3.66K -25 -1%
BHWM
589
Bar Harbor Wealth Management
New Hampshire
$339K -$93.9K -641 -20%
BA
590
Bristlecone Advisors
Washington
$338K
JWCA
591
J.W. Coons Advisors
Ohio
$338K +$366K +2,496 New
KIA
592
KCM Investment Advisors
California
$336K -$3.96K -27 -1%
SCM
593
SOL Capital Management
Maryland
$336K
WANY
594
Wealthspire Advisors (New York)
New York
$336K +$363K +2,481 New
AIP
595
Ameritas Investment Partners
Nebraska
$334K -$94.5K -645 -21%
MC
596
Maverick Capital
Texas
$334K +$362K +2,470 New
CCM
597
Carlson Capital Management
Minnesota
$331K +$439 +3 +0.1%
GVAG
598
Great Valley Advisor Group
Delaware
$329K +$13K +89 +4%
EFS
599
Essex Financial Services
Connecticut
$326K +$2.93K +20 +0.8%
FMT
600
First Mercantile Trust
Tennessee
$326K +$38.4K +262 +12%

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.