We are live on ! Find out more
MCK icon

McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
NIT
626
NumerixS Investment Technologies
British Columbia, Canada
$284K -$1.13M -7,701 -79%
SBH
627
Segall Bryant & Hamill
Illinois
$283K -$19.8K -135 -6%
LOAME
628
Lombard Odier Asset Management (Europe)
United Kingdom
$283K
DADC
629
D.A. Davidson & Co
Montana
$282K -$545K -3,720 -64%
FG
630
Fiduciary Group
Georgia
$281K -$23.4K -160 -7%
BRWA
631
B. Riley Wealth Advisors
Florida
$278K -$32.5K -222 -10%
C
632
Certuity
Florida
$278K -$13.3K -91 -4%
RHP
633
Royal Harbor Partners
Texas
$277K
KWMG
634
King Wealth Management Group
Florida
$275K +$298K +2,034 New
GG
635
Gofen & Glossberg
Illinois
$274K
DIM
636
DC Investments Management
Virginia
$272K +$295K +2,013 New
LCM
637
Leisure Capital Management
California
$272K +$295K +2,014 New
CL
638
CSS LLC
Illinois
$271K +$293K +2,000 New
Two Sigma Advisers
639
Two Sigma Advisers
New York
$271K +$293K +2,000 New
SPC
640
Sigma Planning Corp
Michigan
$264K +$2.49K +17 +0.9%
SPIA
641
Steward Partners Investment Advisory
New York
$261K -$413K -2,817 -59%
BPM
642
Bowling Portfolio Management
Ohio
$260K -$32.1K -219 -10%
FMTC
643
Farmers & Merchants Trust Company
California
$260K -$22K -150 -7%
KWM
644
Kingsview Wealth Management
Oregon
$256K +$277K +1,889 New
ACS
645
Archford Capital Strategies
Illinois
$254K +$275K +1,879 New
DIP
646
DT Investment Partners
Pennsylvania
$250K
GLA
647
Good Life Advisors
Pennsylvania
$249K +$272K +1,857 New
IC
648
IEQ Capital
California
$248K +$269K +1,839 New
DT
649
Diversified Trust
Tennessee
$246K
SAG
650
Spotlight Asset Group
Illinois
$245K

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.