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McKesson

925 hedge funds and large institutions have $44.6B invested in McKesson in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 332 increasing their positions, 355 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 48

24% more funds holding in top 10

Funds holding in top 10: 3847 (+9)

9% more capital invested

Capital invested by funds: $41.1B → $44.6B (+$3.5B)

4% more funds holding

Funds holding: 888925 (+37)

0.72% less ownership

Funds ownership: 85.73%85% (-0.72%)

6% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 355

30% less call options, than puts

Call options by funds: $120M | Put options by funds: $173M

Holders
925
Holders Change
+37
Holders Change %
+4.17%
% of All Funds
24.65%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
1.25%
New
96
Increased
332
Reduced
355
Closed
48
Calls
$120M
Puts
$173M
Net Calls
-$52.6M
Net Calls Change
+$77.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BPGAM
601
BTG Pactual Global Asset Management
Bermuda
$815K +$798K +3,600 New
PS
602
Pensionfund Sabic
Netherlands
$814K +$798K +3,600 New
FI
603
FormulaFolio Investments
Michigan
$812K +$796K +3,591 New
OIA
604
Optimum Investment Advisors
Illinois
$811K +$44.4K +200 +6%
SPC
605
Stewart & Patten Company
California
$805K
VIA
606
Vident Investment Advisory
Georgia
$801K +$785K +3,540 New
BB
607
Bell Bank
North Dakota
$798K +$3.77K +17 +0.5%
GWCM
608
Godshalk Welsh Capital Management
Pennsylvania
$797K -$33.3K -150 -4%
RC
609
RegentAtlantic Capital
New Jersey
$796K -$13.3K -60 -2%
VFS
610
VSR Financial Services
Kansas
$788K +$772K +3,482 New
MBTD
611
Mechanics Bank - Trust Department
California
$787K -$2.66K -12 -0.3%
BAC
612
Boys Arnold & Co
North Carolina
$786K
LNWWM
613
Laird Norton Wetherby Wealth Management
California
$785K +$49.2K +222 +7%
GW
614
GW & Wade
Massachusetts
$784K +$769K +3,467 New
GCMG
615
Gyroscope Capital Management Group
Florida
$780K +$765K +3,448 New
KFA
616
Kays Financial Advisory
Georgia
$775K +$215K +969 +39%
HFS
617
HL Financial Services
Kentucky
$774K +$90.3K +407 +14%
PAM
618
Palisade Asset Management
Minnesota
$769K
MC
619
Miles Capital
Iowa
$763K -$5.1K -23 -0.7%
Northwestern Mutual Wealth Management
620
Northwestern Mutual Wealth Management
Wisconsin
$758K +$188K +847 +34%
PTC
621
Private Trust Company
Ohio
$748K +$207K +933 +39%
QIM
622
Quantitative Investment Management
Virginia
$746K -$887K -4,000 -55%
IAMOG
623
Investors Asset Management of Georgia
Georgia
$746K
SLAM
624
Swiss Life Asset Management
$740K +$726K +3,271 New
FFBTD
625
First Financial Bank - Trust Division
Ohio
$732K -$160K -720 -18%

MCK Hedge Fund Activity: Q1 2015 in Review

925 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2015, worth a combined $44.6B — up 8.5% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new MCK positions and 48 closed out — a net gain of 48 holders — while 332 added to existing stakes and 355 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $489M. The largest seller was Maverick Capital, cutting an estimated $194M.

  • 925 institutional investors held McKesson (MCK) as of Q1 2015, up from 888 in Q4 2014.
  • Funds reported $44.6B of McKesson stock for Q1 2015, up 8.5% quarter-over-quarter.
  • 96 funds opened new McKesson positions in Q1 2015 and 48 closed out, a net change of +48 holders.
  • The largest McKesson buyer in Q1 2015 was JP Morgan Chase, an estimated $489M added.
  • The largest McKesson seller in Q1 2015 was Maverick Capital, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2015.