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McKesson

703 hedge funds and large institutions have $25.1B invested in McKesson in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 254 increasing their positions, 291 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 29

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

12% more capital invested

Capital invested by funds: $22.3B → $25.1B (+$2.77B)

4% more funds holding

Funds holding: 678703 (+25)

0.47% more ownership

Funds ownership: 85.26%85.73% (+0.47%)

10% less call options, than puts

Call options by funds: $132M | Put options by funds: $147M

13% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 291

Holders
703
Holders Change
+25
Holders Change %
+3.69%
% of All Funds
22.8%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.97%
New
62
Increased
254
Reduced
291
Closed
29
Calls
$132M
Puts
$147M
Net Calls
-$15.1M
Net Calls Change
+$7.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LOM
626
Loeb Offshore Management
New York
$206K -$109K -891 -36%
TSS
627
Thomas Story & Son
Indiana
$205K +$197K +1,600 New
BTW
628
Boston Trust Walden
Massachusetts
$205K +$197K +1,601 New
SAM
629
Shamrock Asset Management
Texas
$204K +$195K +1,587 New
FMLI
630
Fukoku Mutual Life Insurance
Japan
$187K
MMG
631
Monetary Management Group
Missouri
$186K
MCM
632
Manchester Capital Management
Vermont
$178K -$6.14K -50 -3%
GG
633
Gofen & Glossberg
Illinois
$172K
BG
634
Bollard Group
Massachusetts
$171K +$164K +1,333 New
First Manhattan
635
First Manhattan
New York
$168K
TSW
636
Thompson Siegel & Walmsley
Virginia
$167K +$12.3K +100 +8%
TCOV
637
Trust Company of Vermont
Vermont
$162K +$52K +423 +51%
SAMC
638
Shinko Asset Management Company
Japan
$141K -$12.3K -100 -8%
TWI
639
Thomas White International
Illinois
$138K -$52.2K -425 -28%
HCC
640
Hirtle Callaghan & Co
Pennsylvania
$131K +$126K +1,023 New
NYLT
641
New York Life Trust
New York
$129K -$21.9K -178 -15%
BBHC
642
Brown Brothers Harriman & Co
New York
$128K -$24.6K -200 -17%
ClearBridge Investments
643
ClearBridge Investments
New York
$128K
WF
644
WealthTrust Fairport
Ohio
$128K
NIM
645
NuWave Investment Management
New Jersey
$127K -$143K -1,161 -54%
ATC
646
Adirondack Trust Company
New York
$119K
BC
647
Bartlett & Co
Ohio
$117K
KPCM
648
Kings Point Capital Management
New York
$116K
RA
649
Rational Advisors
New York
$112K
SF
650
Synovus Financial
Georgia
$112K +$4.3K +35 +4%

MCK Hedge Fund Activity: Q3 2013 in Review

703 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2013, worth a combined $25.1B — up 12% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MCK positions and 29 closed out — a net gain of 33 holders — while 254 added to existing stakes and 291 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $229M.

  • 703 institutional investors held McKesson (MCK) as of Q3 2013, up from 678 in Q2 2013.
  • Funds reported $25.1B of McKesson stock for Q3 2013, up 12% quarter-over-quarter.
  • 62 funds opened new McKesson positions in Q3 2013 and 29 closed out, a net change of +33 holders.
  • The largest McKesson buyer in Q3 2013 was JP Morgan Chase, an estimated $133M added.
  • The largest McKesson seller in Q3 2013 was Fidelity Investments, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2013.