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McKesson

1,098 hedge funds and large institutions have $31.9B invested in McKesson in 2021 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 357 increasing their positions, 360 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 50

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

50% more call options, than puts

Call options by funds: $456M | Put options by funds: $304M

21% more capital invested

Capital invested by funds: $26.3B → $31.9B (+$5.58B)

14% more funds holding

Funds holding: 9671,098 (+131)

0.83% less ownership

Funds ownership: 85.43%84.6% (-0.83%)

1% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 360

Holders
1,098
Holders Change
+131
Holders Change %
+13.55%
% of All Funds
16.9%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.38%
New
197
Increased
357
Reduced
360
Closed
50
Calls
$456M
Puts
$304M
Net Calls
+$152M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
626
Fiera Capital (Canada)
Quebec, Canada
$672K +$594K +2,707 New
SRC
627
Shufro Rose & Co
New York
$671K
IFG
628
Investors Financial Group
Minnesota
$670K +$43.9K +200 +8%
HFS
629
Hantz Financial Services
Michigan
$665K +$587K +2,674 New
Cerity Partners
630
Cerity Partners
New York
$662K +$362K +1,647 +159%
SPIA
631
Steward Partners Investment Advisory
New York
$660K -$4.39K -20 -0.7%
IC
632
IEQ Capital
California
$654K -$81K -369 -12%
WWM
633
Western Wealth Management
Colorado
$654K +$589K +2,681 New
VAS
634
Vestmark Advisory Solutions
Massachusetts
$653K +$351K +1,597 +155%
BOS
635
Bank of Stockton
California
$652K -$1.1K -5 -0.2%
PCM
636
Prelude Capital Management
New York
$651K +$575K +2,617 New
NG
637
NatWest Group
United Kingdom
$646K
CCM
638
Carlson Capital Management
Minnesota
$645K -$7.46K -34 -1%
IRF
639
IBM Retirement Fund
New York
$641K -$423K -1,928 -43%
JIC
640
Johnson Investment Counsel
Ohio
$639K +$24.8K +113 +5%
MFG
641
Merit Financial Group
Georgia
$632K
LSA
642
Leonteq Securities AG
Switzerland
$629K -$290K -1,323 -34%
BFEC
643
Benjamin F. Edwards & Company
Missouri
$622K +$25.7K +117 +5%
KCM
644
Kornitzer Capital Management
Kansas
$621K
PDN
645
Pensionfund DSM Netherlands
Netherlands
$621K
OWA
646
One Wealth Advisors
California
$620K -$140K -636 -20%
LCM
647
Laurion Capital Management
New York
$620K +$548K +2,496 New
LAM
648
Lingohr Asset Management
Germany
$615K -$12.5K -57 -2%
CAM
649
Cresset Asset Management
Illinois
$611K +$139K +635 +35%
LWA
650
Lineweaver Wealth Advisors
Ohio
$608K +$1.32K +6 +0.2%

MCK Hedge Fund Activity: Q4 2021 in Review

1,098 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2021, worth a combined $31.9B — up 21% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new MCK positions and 50 closed out — a net gain of 147 holders — while 357 added to existing stakes and 360 trimmed.

The largest buyer was Samlyn Capital, opening a new position worth an estimated $70.2M. The largest seller was Nordea Investment Management, cutting an estimated $323M.

  • 1,098 institutional investors held McKesson (MCK) as of Q4 2021, up from 967 in Q3 2021.
  • Funds reported $31.9B of McKesson stock for Q4 2021, up 21% quarter-over-quarter.
  • 197 funds opened new McKesson positions in Q4 2021 and 50 closed out, a net change of +147 holders.
  • The largest McKesson buyer in Q4 2021 was Samlyn Capital, an estimated $70.2M added.
  • The largest McKesson seller in Q4 2021 was Nordea Investment Management, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2021.