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McKesson

943 hedge funds and large institutions have $35.9B invested in McKesson in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 398 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

22% more capital invested

Capital invested by funds: $29.5B → $35.9B (+$6.39B)

18% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 82

1% more funds holding

Funds holding: 936943 (+7)

9% less call options, than puts

Call options by funds: $274M | Put options by funds: $301M

1.65% less ownership

Funds ownership: 87.41%85.76% (-1.6%)

19% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 398

Holders
943
Holders Change
+7
Holders Change %
+0.75%
% of All Funds
25.15%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.64%
New
97
Increased
321
Reduced
398
Closed
82
Calls
$274M
Puts
$301M
Net Calls
-$27.2M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
601
Confluence Wealth Management
Oregon
$794K -$22.3K -127 -3%
FL
602
Fort LP
Maryland
$794K +$61.6K +351 +9%
DIA
603
Dean Investment Associates
Ohio
$789K +$741K +4,226 New
BCM
604
Boltwood Capital Management
California
$781K +$17.5K +100 +2%
LNWWM
605
Laird Norton Wetherby Wealth Management
California
$781K +$41.7K +238 +6%
WAM
606
Wealthspire Advisors (Maryland)
Maryland
$775K -$124K -708 -15%
TAM
607
Tocqueville Asset Management
New York
$774K
MA
608
Montag & Associates
Georgia
$772K +$70.2K +400 +11%
AssetMark Inc
609
AssetMark Inc
California
$769K -$86.8K -495 -11%
EOJOAM
610
E. Ohman J:or Asset Management
Sweden
$765K
FWIA
611
Fort Washington Investment Advisors
Ohio
$764K -$829K -4,726 -54%
BCM
612
BlueCrest Capital Management
Jersey
$764K +$718K +4,093 New
PAM
613
Paradigm Asset Management
New York
$759K +$11.9K +68 +2%
DAM
614
Deltec Asset Management
New York
$747K -$87.7K -500 -11%
Fuller & Thaler Asset Management
615
Fuller & Thaler Asset Management
California
$747K
PWM
616
Perigon Wealth Management
California
$744K +$171K +974 +32%
ECM
617
Everence Capital Management
Indiana
$742K +$286K +1,630 +70%
AG
618
Algert Global
California
$729K -$728K -4,151 -52%
PCM
619
Perritt Capital Management
Illinois
$728K -$13.2K -75 -2%
PAM
620
Palisade Asset Management
Minnesota
$727K
W
621
Wealthfront
California
$725K +$332K +1,892 +95%
IIC
622
Ironwood Investment Counsel
Arizona
$722K -$792K -4,515 -54%
HCA
623
Harbour Capital Advisors
Virginia
$716K -$660K -3,765 -50%
BWAM
624
Boyd Watterson Asset Management
Ohio
$712K +$26.7K +152 +4%
BC
625
Brinker Capital
Pennsylvania
$703K -$17.9K -102 -3%

MCK Hedge Fund Activity: Q2 2016 in Review

943 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2016, worth a combined $35.9B — up 22% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MCK positions and 82 closed out — a net gain of 15 holders — while 321 added to existing stakes and 398 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $678M. The largest seller was Royal London Asset Management, cutting an estimated $1.56B.

  • 943 institutional investors held McKesson (MCK) as of Q2 2016, up from 936 in Q1 2016.
  • Funds reported $35.9B of McKesson stock for Q2 2016, up 22% quarter-over-quarter.
  • 97 funds opened new McKesson positions in Q2 2016 and 82 closed out, a net change of +15 holders.
  • The largest McKesson buyer in Q2 2016 was Wellington Management Group, an estimated $678M added.
  • The largest McKesson seller in Q2 2016 was Royal London Asset Management, an estimated $1.56B sold.

Based on aggregated 13F filings for Q2 2016.