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McKesson

943 hedge funds and large institutions have $35.9B invested in McKesson in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 398 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

22% more capital invested

Capital invested by funds: $29.5B → $35.9B (+$6.39B)

18% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 82

1% more funds holding

Funds holding: 936943 (+7)

9% less call options, than puts

Call options by funds: $274M | Put options by funds: $301M

1.65% less ownership

Funds ownership: 87.41%85.76% (-1.6%)

19% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 398

Holders
943
Holders Change
+7
Holders Change %
+0.75%
% of All Funds
25.15%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.64%
New
97
Increased
321
Reduced
398
Closed
82
Calls
$274M
Puts
$301M
Net Calls
-$27.2M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
626
Private Trust Company
Ohio
$700K -$2.63K -15 -0.4%
PVWM
627
Point View Wealth Management
New Jersey
$698K
PGFC
628
Peapack-Gladstone Financial Corp
New Jersey
$695K +$17.5K +100 +3%
BAS
629
Brown Advisory Securities
Maryland
$692K +$3.86K +22 +0.6%
BAC
630
Boys Arnold & Co
North Carolina
$686K +$644K +3,674 New
FCBT
631
First Citizens Bank & Trust
North Carolina
$682K -$2.36M -13,447 -79%
CRIG
632
Charter Research & Investment Group
Connecticut
$681K
WP
633
WealthSource Partners
California
$681K +$34.2K +195 +6%
HAM
634
Highstreet Asset Management
Ontario, Canada
$680K -$159K -909 -20%
PAM
635
Princeton Alpha Management
New Jersey
$672K -$927K -5,286 -59%
SBIA
636
Sheaff Brock Investment Advisors
Indiana
$670K +$19.3K +110 +3%
KFA
637
Kays Financial Advisory
Georgia
$669K -$350K -1,995 -36%
CIA
638
Choate Investment Advisors
Massachusetts
$668K -$5.26K -30 -0.8%
CHAM
639
Clear Harbor Asset Management
Connecticut
$666K -$52.6K -300 -8%
MBTD
640
Mechanics Bank - Trust Department
California
$659K
BC
641
Banced Corp
Illinois
$657K -$6.84K -39 -1%
NJBEST
642
New Jersey Better Educational Savings Trust
New Jersey
$653K -$87.7K -500 -13%
SPC
643
Stewart & Patten Company
California
$653K
SL
644
Summitry LLC
California
$651K +$233K +1,330 +62%
PP
645
Pegasus Partners
Wisconsin
$649K +$91.2K +520 +18%
RCAG
646
Rehmann Capital Advisory Group
Michigan
$647K +$9.47K +54 +2%
Jones Financial Companies
647
Jones Financial Companies
Missouri
$647K +$84.6K +482 +16%
CLOS
648
Compagnie Lombard Odier SCmA
Switzerland
$638K +$114K +648 +23%
CNAM
649
Campbell Newman Asset Management
Wisconsin
$637K -$117K -665 -16%
EARNEST Partners
650
EARNEST Partners
Georgia
$637K -$8.77K -50 -1%

MCK Hedge Fund Activity: Q2 2016 in Review

943 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2016, worth a combined $35.9B — up 22% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MCK positions and 82 closed out — a net gain of 15 holders — while 321 added to existing stakes and 398 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $678M. The largest seller was Royal London Asset Management, cutting an estimated $1.56B.

  • 943 institutional investors held McKesson (MCK) as of Q2 2016, up from 936 in Q1 2016.
  • Funds reported $35.9B of McKesson stock for Q2 2016, up 22% quarter-over-quarter.
  • 97 funds opened new McKesson positions in Q2 2016 and 82 closed out, a net change of +15 holders.
  • The largest McKesson buyer in Q2 2016 was Wellington Management Group, an estimated $678M added.
  • The largest McKesson seller in Q2 2016 was Royal London Asset Management, an estimated $1.56B sold.

Based on aggregated 13F filings for Q2 2016.