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McKesson
MCK

Overview Fund Activity

791 hedge funds and large institutions have $32B invested in McKesson in 2013 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 230 increasing their positions, 351 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
791
Holders Change
+88
Holders Change %
+12.52%
% of All Funds
22.97%
Holding in Top 10
40
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+33.33%
% of All Funds
1.16%
New
135
Increased
230
Reduced
351
Closed
43
Calls
$285M
Puts
$466M
Net Calls
-$181M
Net Calls Change
-$166M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$519M
2
SC
Sculptor Capital
New York
+$339M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$318M
4
MC
Montag & Caldwell
Georgia
+$232M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$227M

Top Sellers

1
IC
Institutional Capital
Illinois
-$529M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$364M
3
GCM
Glenview Capital Management
New York
-$252M
4
Bank of America
Bank of America
North Carolina
-$140M
5
Boston Partners
Boston Partners
Massachusetts
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
STMM
601
South Texas Money Management
Texas
$498K -$11.1K -69 -2%
OSAM
602
O'Shaughnessy Asset Management
Connecticut
$492K +$461K +2,855 +1,464%
CA
603
Capital Advantage
California
$492K +$492K +3,050 New
HDIM
604
Hanson & Doremus Investment Management
Vermont
$483K -$97.6K -605 -17%
ZCI
605
Zevenbergen Capital Investments
Washington
$481K +$190K +1,180 +66%
SC
606
Sumit Capital
New York
$466K +$466K +2,889 New
AP
607
Advisor Partners
California
$465K +$18.6K +115 +4%
CWM
608
Concert Wealth Management
California
$461K +$66.4K +413 +17%
DSC
609
Duncker Streett & Co
Missouri
$457K +$56.5K +350 +14%
G
610
GlobalBridge
Minnesota
$455K -$371K -2,299 -45%
CIA
611
Choate Investment Advisors
Massachusetts
$449K +$57.8K +358 +15%
IB
612
Intrust Bank
Kansas
$449K +$177K +1,097 +65%
CCM
613
Covington Capital Management
California
$447K +$35.2K +218 +9%
ANB
614
Amarillo National Bank
Texas
$446K -$360K -2,229 -45%
CAN
615
Cetera Advisor Networks
California
$445K +$37.1K +230 +9%
JIP
616
Jaffetilchin Investment Partners
Florida
$445K +$445K +2,758 New
PAA
617
Peregrine Asset Advisers
Oregon
$430K +$430K +2,664 New
WIS
618
Wright Investors Service
Connecticut
$423K +$161 +1 +0%
SCM
619
SOL Capital Management
Maryland
$418K +$41.2K +255 +11%
QSS
620
Quantitative Systematic Strategies
Florida
$411K +$411K +2,555 New
RBC
621
Ronald Blue & Co
Georgia
$405K +$137K +845 +51%
AAP
622
Ardsley Advisory Partners
Connecticut
$404K – – –
SC
623
Savant Capital
Illinois
$404K +$5.33K +33 +1%
NCCM
624
Nine Chapters Capital Management
New Jersey
$404K +$404K +2,500 New
AAM
625
Azzad Asset Management
Virginia
$403K +$34.7K +215 +9%
23 24
25
26 27