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McKesson

864 hedge funds and large institutions have $21.6B invested in McKesson in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 256 increasing their positions, 359 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 72

3% more funds holding

Funds holding: 839864 (+25)

0.45% more ownership

Funds ownership: 86.26%86.7% (+0.45%)

1% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$141M)

1% less call options, than puts

Call options by funds: $164M | Put options by funds: $166M

29% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 359

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
864
Holders Change
+25
Holders Change %
+2.98%
% of All Funds
17.02%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.24%
New
113
Increased
256
Reduced
359
Closed
72
Calls
$164M
Puts
$166M
Net Calls
-$2M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
601
Gateway Investment Advisers
Ohio
$345K -$84.8K -600 -19%
Bessemer Group
602
Bessemer Group
New Jersey
$345K -$53K -375 -13%
BOTW
603
Bank of the West
California
$345K -$5.65K -40 -2%
RPC
604
Rossmore Private Capital
Connecticut
$344K -$39.6K -280 -10%
SCM
605
SOL Capital Management
Maryland
$344K +$16.5K +117 +5%
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$341K
CG
607
Cutler Group
California
$335K +$25K +177 +8%
VRS
608
Virginia Retirement Systems
Virginia
$332K
EFS
609
Essex Financial Services
Connecticut
$331K +$338K +2,391 New
Axa
610
Axa
France
$329K +$23.9K +169 +8%
CCM
611
Carlson Capital Management
Minnesota
$327K -$7.21K -51 -2%
WI
612
WrapManager Inc
California
$325K +$71.4K +505 +27%
AIC
613
Ameritas Investment Company
Nebraska
$324K -$181K -1,279 -35%
GVAG
614
Great Valley Advisor Group
Delaware
$324K +$7.35K +52 +2%
GC
615
Globeflex Capital
California
$323K
CM
616
Columbus Macro
Pennsylvania
$323K +$329K +2,331 New
FPFS
617
First Personal Financial Services
North Carolina
$321K -$40.1K -284 -11%
LG
618
Leuthold Group
Minnesota
$321K +$328K +2,324 New
BRWA
619
B. Riley Wealth Advisors
Florida
$315K -$1.69M -11,925 -84%
SOAMC
620
Spirit of America Management Corp
New York
$311K
CANY
621
Caxton Associates (New York)
New York
$311K +$318K +2,252 New
FG
622
Fiduciary Group
Georgia
$310K
SBH
623
Segall Bryant & Hamill
Illinois
$307K -$33.9K -240 -10%
SACTSONJ
624
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$304K
DC
625
Davenport & Co
Virginia
$303K +$12K +85 +4%

MCK Hedge Fund Activity: Q4 2019 in Review

864 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2019, worth a combined $21.6B — down 0.65% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MCK positions and 72 closed out — a net gain of 41 holders — while 256 added to existing stakes and 359 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $213M. The largest seller was Kiltearn Partners, exiting entirely with an estimated $152M sold.

  • 864 institutional investors held McKesson (MCK) as of Q4 2019, up from 839 in Q3 2019.
  • Funds reported $21.6B of McKesson stock for Q4 2019, down 0.65% quarter-over-quarter.
  • 113 funds opened new McKesson positions in Q4 2019 and 72 closed out, a net change of +41 holders.
  • The largest McKesson buyer in Q4 2019 was Viking Global Investors, an estimated $213M added.
  • The largest McKesson seller in Q4 2019 was Kiltearn Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.