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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
626
Hemenway Trust Hemenway Trust
New Hampshire
$739K -$51.2K -271 -7%
HFS
627
HL Financial Services
Kentucky
$728K +$21K +111 +3%
CRIG
628
Charter Research & Investment Group
Connecticut
$720K
NJBEST
629
New Jersey Better Educational Savings Trust
New Jersey
$710K +$680K +3,600 New
EARNEST Partners
630
EARNEST Partners
Georgia
$699K -$438K -2,322 -40%
SPC
631
Stewart & Patten Company
California
$690K -$11.3K -60 -2%
KCM
632
Kanawha Capital Management
Virginia
$687K +$99.1K +525 +18%
BOH
633
Bank of Hawaii
Hawaii
$685K +$360K +1,906 +122%
BC
634
Banced Corp
Illinois
$681K -$19.8K -105 -3%
CA
635
Cetera Advisors
Colorado
$679K +$71.7K +380 +13%
LMAM
636
Legg Mason Asset Management
Japan
$671K -$37.8K -200 -6%
GCMG
637
Gyroscope Capital Management Group
Florida
$671K
ICM
638
IronBridge Capital Management
Illinois
$665K -$234K -1,240 -27%
PVWM
639
Point View Wealth Management
New Jersey
$662K +$143K +758 +29%
RCAG
640
Rehmann Capital Advisory Group
Michigan
$656K -$162K -860 -21%
RC
641
RegentAtlantic Capital
New Jersey
$655K -$5.1K -27 -0.8%
IAMOG
642
Investors Asset Management of Georgia
Georgia
$651K
GCAC
643
Guardian Capital Advisors (Canada)
Ontario, Canada
$650K +$42.5K +225 +7%
CMBA
644
C.M. Bidwell & Associates
Hawaii
$650K +$622K +3,295 New
W
645
Wealthfront
California
$647K +$134K +712 +28%
MIP
646
Marietta Investment Partners
Wisconsin
$645K -$34K -180 -5%
CAN
647
Cetera Advisor Networks
California
$645K -$26.8K -142 -4%
PTC
648
Private Trust Company
Ohio
$640K -$41.9K -222 -6%
GWCM
649
Godshalk Welsh Capital Management
Pennsylvania
$640K
BB
650
Bell Bank
North Dakota
$635K +$2.83K +15 +0.5%

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.