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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
601
Squarepoint
New York
$873K -$1.6M -8,483 -66%
IPC
602
Independent Portfolio Consultants
Florida
$860K -$443K -2,345 -35%
DWA
603
Douglass Winthrop Advisors
New York
$848K +$151K +800 +23%
TNBTD
604
Trustmark National Bank Trust Department
Mississippi
$831K -$18.9K -100 -2%
CNAM
605
Campbell Newman Asset Management
Wisconsin
$827K -$19.6K -104 -2%
EAM
606
Evanson Asset Management
California
$827K +$105K +557 +15%
DIA
607
Denver Investment Advisors
Colorado
$823K
TAM
608
Tocqueville Asset Management
New York
$818K
PAM
609
Palisade Asset Management
Minnesota
$818K +$141K +745 +22%
ALA
610
Atherton Lane Advisers
California
$815K -$689K -3,650 -47%
EOJOAM
611
E. Ohman J:or Asset Management
Sweden
$809K
GP
612
Girard Partners
Pennsylvania
$799K +$120K +633 +19%
PCM
613
Perritt Capital Management
Illinois
$794K -$1.51K -8 -0.2%
SS
614
Simplicity Solutions
Minnesota
$788K +$754K +3,996 New
DSC
615
Duncker Streett & Co
Missouri
$786K -$14.2K -75 -2%
LNWWM
616
Laird Norton Wetherby Wealth Management
California
$783K +$6.8K +36 +0.9%
CIA
617
Capital Investment Advisors
Georgia
$782K +$249K +1,319 +50%
MBTD
618
Mechanics Bank - Trust Department
California
$775K +$9.44K +50 +1%
CHAM
619
Clear Harbor Asset Management
Connecticut
$770K -$131K -695 -15%
TCM
620
Tributary Capital Management
Nebraska
$769K
SLAM
621
Swiss Life Asset Management
$767K +$734K +3,889 New
IIC
622
Ironwood Investment Counsel
Arizona
$763K
PCMM
623
Private Capital Management (Minnesota)
Minnesota
$759K +$727K +3,850 New
FA
624
FDx Advisors
Illinois
$751K +$32.1K +170 +5%
AP
625
Advisor Partners
California
$749K -$13.6K -72 -2%

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.