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McKesson

1,098 hedge funds and large institutions have $31.9B invested in McKesson in 2021 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 357 increasing their positions, 360 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 50

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

50% more call options, than puts

Call options by funds: $456M | Put options by funds: $304M

21% more capital invested

Capital invested by funds: $26.3B → $31.9B (+$5.58B)

14% more funds holding

Funds holding: 9671,098 (+131)

0.83% less ownership

Funds ownership: 85.43%84.6% (-0.83%)

1% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 360

Holders
1,098
Holders Change
+131
Holders Change %
+13.55%
% of All Funds
16.9%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.38%
New
197
Increased
357
Reduced
360
Closed
50
Calls
$456M
Puts
$304M
Net Calls
+$152M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
601
Symmetry Partners
Connecticut
$757K
EWM
602
Empirical Wealth Management
Washington
$753K +$326K +1,486 +96%
RCAG
603
Rehmann Capital Advisory Group
Michigan
$746K -$114K -520 -15%
SACTSONJ
604
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$746K
IAS
605
Investment Advisory Services
Texas
$745K -$87.8K -400 -12%
KWM
606
Kingsview Wealth Management
Oregon
$744K +$344K +1,569 +110%
CWS
607
Confluence Wealth Services
Pennsylvania
$743K +$657K +2,992 New
MCM
608
Murphy Capital Management
New Jersey
$727K
AWA
609
Aaron Wealth Advisors
Illinois
$724K +$3.51K +16 +0.6%
GHA
610
GW Henssler & Associates
Georgia
$723K +$639K +2,910 New
BIA
611
Barry Investment Advisors
Massachusetts
$708K +$115K +525 +23%
RFC
612
Regions Financial Corp
Alabama
$707K -$187K -853 -23%
SCM
613
Seascape Capital Management
New Hampshire
$705K +$11.4K +52 +2%
LWAC
614
Laurel Wealth Advisors (California)
California
$700K +$619K +2,818 New
CA
615
CGN Advisors
Kansas
$697K +$1.1K +5 +0.2%
PCM
616
Perritt Capital Management
Illinois
$695K
SS
617
Simplicity Solutions
Minnesota
$690K +$364K +1,659 +149%
MLFP
618
MPS Loria Financial Planners
Illinois
$688K +$878 +4 +0.1%
EF
619
Empirical Finance
Pennsylvania
$687K +$151K +689 +33%
CIP
620
Convergence Investment Partners
Florida
$686K -$24.6K -112 -4%
IAMOG
621
Investors Asset Management of Georgia
Georgia
$685K -$5.49K -25 -0.9%
EFS
622
Essex Financial Services
Connecticut
$675K +$63.9K +291 +12%
SA
623
Strategic Advisors
New York
$674K +$113K +515 +23%
TWC
624
TD Waterhouse Canada
Ontario, Canada
$673K +$594K +2,704 New
GW
625
GW & Wade
Massachusetts
$672K +$252K +1,146 +74%

MCK Hedge Fund Activity: Q4 2021 in Review

1,098 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2021, worth a combined $31.9B — up 21% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new MCK positions and 50 closed out — a net gain of 147 holders — while 357 added to existing stakes and 360 trimmed.

The largest buyer was Samlyn Capital, opening a new position worth an estimated $70.2M. The largest seller was Nordea Investment Management, cutting an estimated $323M.

  • 1,098 institutional investors held McKesson (MCK) as of Q4 2021, up from 967 in Q3 2021.
  • Funds reported $31.9B of McKesson stock for Q4 2021, up 21% quarter-over-quarter.
  • 197 funds opened new McKesson positions in Q4 2021 and 50 closed out, a net change of +147 holders.
  • The largest McKesson buyer in Q4 2021 was Samlyn Capital, an estimated $70.2M added.
  • The largest McKesson seller in Q4 2021 was Nordea Investment Management, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2021.