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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
626
MSI Financial Services
Massachusetts
$435K -$186K -1,266 -29%
PA
627
Perceptive Advisors
New York
$432K +$14.6K +99 +3%
FNBTCON
628
First National Bank & Trust Co of Newtown
Pennsylvania
$426K
BWAM
629
Boyd Watterson Asset Management
Ohio
$421K -$136K -924 -24%
DIA
630
Denver Investment Advisors
Colorado
$421K -$3.83K -26 -0.9%
SC
631
Searle & Co
Connecticut
$421K
AAM
632
Azzad Asset Management
Virginia
$416K +$11.8K +80 +3%
BC
633
Banced Corp
Illinois
$415K +$5.59K +38 +1%
EAM
634
Evanson Asset Management
California
$414K -$149K -1,011 -26%
IAMOG
635
Investors Asset Management of Georgia
Georgia
$414K -$47.8K -325 -10%
CLOS
636
Compagnie Lombard Odier SCmA
Switzerland
$408K -$134K -912 -24%
PP
637
Prudential plc
United Kingdom
$407K
IPAM
638
ICICI Prudential Asset Management
India
$407K +$427K +2,900 New
CNAM
639
Campbell Newman Asset Management
Wisconsin
$405K -$45K -306 -10%
STMM
640
South Texas Money Management
Texas
$403K
DWA
641
Douglass Winthrop Advisors
New York
$401K -$415K -2,822 -50%
II
642
IFM Investors
Australia
$401K +$420K +2,852 New
VF
643
Virtu Financial
New York
$396K +$415K +2,821 New
RCAG
644
Rehmann Capital Advisory Group
Michigan
$394K -$83.1K -565 -17%
LMAM
645
Legg Mason Asset Management
Japan
$394K -$73.6K -500 -15%
ARMT
646
Amica Retiree Medical Trust
Rhode Island
$394K
NCM
647
Neumann Capital Management
California
$393K +$45.6K +310 +12%
VHAM
648
Van Hulzen Asset Management
California
$393K +$412K +2,800 New
HIC
649
Holderness Investments Company
North Carolina
$385K +$14.7K +100 +4%
PTC
650
Private Trust Company
Ohio
$384K -$102K -693 -20%

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.