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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
601
Cue Advisory Services
Arizona
$520K -$601K -4,083 -52%
W
602
Wealthfront
California
$518K +$175K +1,190 +48%
NHC
603
Nicholas Hoffman & Company
Georgia
$516K +$515K +3,500 New
NIPH
604
NN Investment Partners Holdings
Netherlands
$508K -$553K -3,760 -51%
SFPIA
605
Stevens First Principles Investment Advisors
California
$504K +$72.1K +490 +16%
CHAM
606
Clear Harbor Asset Management
Connecticut
$501K
BAS
607
Brown Advisory Securities
Maryland
$500K
MBTD
608
Mechanics Bank - Trust Department
California
$496K
VFA
609
Voya Financial Advisors
Connecticut
$496K +$174K +1,185 +51%
CF
610
CenterStar Fund
Illinois
$495K
SPC
611
Stewart & Patten Company
California
$492K
LFM
612
Lumina Fund Management
New York
$492K +$515K +3,500 New
EA
613
Edge Advisors
Georgia
$490K +$515K +3,499 New
1SB
614
1ST Source Bank
Indiana
$484K -$131K -890 -21%
BAC
615
Boys Arnold & Co
North Carolina
$483K -$34.6K -235 -6%
ATC
616
Argent Trust Co
Tennessee
$478K -$97.1K -660 -16%
PHK
617
Point72 Hong Kong
Hong Kong
$476K -$1.62K -11 -0.3%
SCM
618
SOL Capital Management
Maryland
$476K +$95.3K +648 +24%
RC
619
RegentAtlantic Capital
New Jersey
$473K +$32.4K +220 +7%
SLI
620
Sumitomo Life Insurance
Japan
$469K -$423K -2,876 -46%
LOAME
621
Lombard Odier Asset Management (Europe)
United Kingdom
$465K
CC
622
Courier Capital
New York
$462K +$73.6K +500 +18%
CWM
623
Concert Wealth Management
California
$458K -$499K -3,390 -51%
FCFC
624
First Commonwealth Financial Corp
Pennsylvania
$444K -$123K -838 -21%
CA
625
Capital Advantage
California
$443K +$147 +1 +0%

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.