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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DY
601
Dowling & Yahnke
California
$481K -$36.3K -245 -7%
CA
602
Capital Advantage
California
$477K -$15K -101 -3%
PAG
603
Private Advisor Group
New Jersey
$475K -$395K -2,668 -47%
PGWM
604
Parisi Gray Wealth Management
New Jersey
$473K +$440K +2,973 New
AAP
605
Ardsley Advisory Partners
Connecticut
$468K +$444K +3,000 New
SM
606
Sciencast Management
New Jersey
$462K +$396K +2,673 New
BPCE
607
Bank Pictet & Cie (Europe)
Germany
$459K -$533K -3,597 -55%
WG
608
Winton Group
United Kingdom
$458K -$164K -1,108 -27%
CC
609
Courier Capital
New York
$458K -$14.8K -100 -3%
DS
610
DRW Securities
Illinois
$457K +$434K +2,928 New
IAMOG
611
Investors Asset Management of Georgia
Georgia
$456K -$3.7K -25 -0.8%
RWM
612
Rench Wealth Management
Texas
$456K +$433K +2,921 New
FT
613
Fiduciary Trust
Massachusetts
$452K -$87.1K -588 -17%
GP
614
Girard Partners
Pennsylvania
$447K -$132K -890 -24%
BRWA
615
B. Riley Wealth Advisors
Florida
$443K -$985K -6,648 -70%
HAIM
616
Hunter Associates Investment Management
Pennsylvania
$437K -$14.8K -100 -3%
FNBTCON
617
First National Bank & Trust Co of Newtown
Pennsylvania
$431K
BWAM
618
Boyd Watterson Asset Management
Ohio
$429K -$25K -169 -6%
W
619
Wealthfront
California
$427K -$42.2K -285 -9%
MLFP
620
MPS Loria Financial Planners
Illinois
$427K +$889 +6 +0.2%
HCMT
621
Highland Capital Management (Tennessee)
Tennessee
$426K +$405K +2,732 New
FCI
622
Financial Counselors Inc
Kansas
$419K
ZIC
623
ZWJ Investment Counsel
Georgia
$419K +$1.48K +10 +0.4%
NIPH
624
NN Investment Partners Holdings
Netherlands
$419K +$398K +2,684 New
JFGIW
625
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$414K -$338K -2,279 -46%

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.