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McKesson

939 hedge funds and large institutions have $32.2B invested in McKesson in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 354 increasing their positions, 354 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $318M | Put options by funds: $264M

1.08% more ownership

Funds ownership: 85.76%86.84% (+1.1%)

6% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 80

0% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 354

0% less funds holding

Funds holding: 942939 (-3)

10% less capital invested

Capital invested by funds: $35.9B → $32.2B (-$3.7B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
939
Holders Change
-3
Holders Change %
-0.32%
% of All Funds
25.05%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.45%
New
85
Increased
354
Reduced
354
Closed
80
Calls
$318M
Puts
$264M
Net Calls
+$54.2M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
601
Advisor Partners
California
$723K -$12.5K -67 -2%
1SB
602
1ST Source Bank
Indiana
$723K +$11K +59 +1%
BCM
603
Boltwood Capital Management
California
$714K +$18.6K +100 +2%
NRS
604
Neville Rodie & Shaw
New York
$713K -$51.3K -275 -6%
ZCM
605
Zebra Capital Management
Connecticut
$712K -$691K -3,709 -46%
PAM
606
Princeton Alpha Management
New Jersey
$707K +$119K +637 +18%
IA
607
IFP Advisors
Florida
$704K -$50K -268 -6%
DIA
608
Dean Investment Associates
Ohio
$699K -$6.34K -34 -0.8%
BFG
609
Beacon Financial Group
Texas
$691K +$783K +4,200 New
MA
610
Montag & Associates
Georgia
$690K
WAM
611
Wealthspire Advisors (Maryland)
Maryland
$687K -$5.59K -30 -0.7%
PWM
612
Perigon Wealth Management
California
$687K +$24.8K +133 +3%
CIM
613
Cetera Investment Management
California
$682K -$89.3K -479 -10%
SL
614
Summitry LLC
California
$680K +$110K +590 +17%
ATC
615
Argent Trust Co
Tennessee
$678K +$237K +1,274 +46%
GC
616
Grace Capital
Massachusetts
$677K -$95.1K -510 -11%
WRM
617
Westport Resources Management
Connecticut
$676K -$1.9M -10,214 -72%
WI
618
Wintrust Investments
Illinois
$676K +$131K +701 +21%
MDSL
619
M.D. Sass LLC
New York
$667K -$81.1M -435,203 -99%
FCFC
620
First Commonwealth Financial Corp
Pennsylvania
$667K -$175K -941 -19%
CI
621
Cowen Inc
New York
$667K +$746K +4,000 New
ECM
622
Everence Capital Management
Indiana
$663K
EAM
623
Evanson Asset Management
California
$660K -$58.2K -312 -7%
BPCE
624
Bank Pictet & Cie (Europe)
Germany
$656K -$77.4K -415 -10%
BCM
625
BlueCrest Capital Management
Jersey
$656K -$29.6K -159 -4%

MCK Hedge Fund Activity: Q3 2016 in Review

939 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2016, worth a combined $32.2B — down 10% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MCK positions and 80 closed out — a net gain of 5 holders — while 354 added to existing stakes and 354 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.32B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.

  • 939 institutional investors held McKesson (MCK) as of Q3 2016, down from 942 in Q2 2016.
  • Funds reported $32.2B of McKesson stock for Q3 2016, down 10% quarter-over-quarter.
  • 85 funds opened new McKesson positions in Q3 2016 and 80 closed out, a net change of +5 holders.
  • The largest McKesson buyer in Q3 2016 was Wellington Management Group, an estimated $1.32B added.
  • The largest McKesson seller in Q3 2016 was T. Rowe Price Associates, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2016.