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McKesson

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801815 (+14)

0.01% more ownership

Funds ownership: 86.11%86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
601
Duncker Streett & Co
Missouri
$551K -$4.45K -25 -0.8%
CCM
602
Covington Capital Management
California
$542K -$3.2K -18 -0.6%
CFA
603
Camarda Financial Advisors
Florida
$531K -$128K -719 -20%
SI
604
Stephens Inc
Arkansas
$527K -$11.9K -67 -2%
FWCM
605
Ferguson Wellman Capital Management
Oregon
$507K +$484K +2,722 New
CIA
606
Choate Investment Advisors
Massachusetts
$506K -$12.3K -69 -2%
NCM
607
Noesis Capital Mangement
Florida
$505K +$482K +2,712 New
BBA
608
BLB&B Advisors
Pennsylvania
$501K +$478K +2,688 New
PP
609
Paloma Partners
Connecticut
$499K +$210K +1,178 +79%
MCM
610
Mazama Capital Management
Oregon
$499K +$478K +2,685 New
Northwestern Mutual Wealth Management
611
Northwestern Mutual Wealth Management
Wisconsin
$498K -$20.1K -113 -4%
PAA
612
Peregrine Asset Advisers
Oregon
$496K
PVWM
613
Point View Wealth Management
New Jersey
$492K -$217K -1,219 -32%
SCM
614
SOL Capital Management
Maryland
$489K +$29.4K +165 +7%
HCA
615
Harbour Capital Advisors
Virginia
$489K +$467K +2,626 New
Schroder Investment Management Group
616
Schroder Investment Management Group
United Kingdom
$484K -$6.96M -39,100 -94%
BAS
617
Brown Advisory Securities
Maryland
$477K -$26K -146 -5%
CCC
618
Chelsea Counsel Company
California
$466K +$17.8K +100 +4%
BP
619
Banyan Partners
Florida
$465K +$444K +2,498 New
CWM
620
Concert Wealth Management
California
$461K -$53K -298 -10%
SC
621
Savant Capital
Illinois
$460K -$3.56K -20 -0.8%
AIC
622
Atlantic Investment Company
Georgia
$449K +$10.7K +60 +3%
CRC
623
Curi RMB Capital
Illinois
$445K +$34.3K +193 +9%
CCM
624
Carlson Capital Management
Minnesota
$443K
CFSG
625
Community Financial Services Group
Vermont
$433K -$30.8K -173 -7%

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.