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McKesson

703 hedge funds and large institutions have $25.1B invested in McKesson in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 254 increasing their positions, 291 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 29

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

12% more capital invested

Capital invested by funds: $22.3B → $25.1B (+$2.77B)

4% more funds holding

Funds holding: 678703 (+25)

0.47% more ownership

Funds ownership: 85.26%85.73% (+0.47%)

10% less call options, than puts

Call options by funds: $132M | Put options by funds: $147M

13% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 291

Holders
703
Holders Change
+25
Holders Change %
+3.69%
% of All Funds
22.8%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.97%
New
62
Increased
254
Reduced
291
Closed
29
Calls
$132M
Puts
$147M
Net Calls
-$15.1M
Net Calls Change
+$7.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
651
Victory Capital Management
Texas
$111K +$107K +868 New
Jones Financial Companies
652
Jones Financial Companies
Missouri
$108K -$32.2K -262 -24%
PTC
653
Private Trust Company
Ohio
$107K +$19.3K +157 +23%
BAM
654
Barrett Asset Management
New York
$103K
M&T Bank
655
M&T Bank
New York
$103K +$737 +6 +0.8%
PP
656
Palladium Partners
Virginia
$93K
PSI
657
Pinnacle Summer Investments
Virginia
$86K -$52.9K -431 -39%
MA
658
MUFG Americas
New York
$82K -$441K -3,593 -85%
LIA
659
LS Investment Advisors
Michigan
$80K -$531K -4,321 -87%
IMS
660
Index Management Solutions
Pennsylvania
$79K +$75.2K +612 New
MME
661
Meag Munich Ergo
Germany
$78K -$8.21M -66,839 -99%
TWA
662
TCI Wealth Advisors
Arizona
$72K
SNT
663
Security National Trust
West Virginia
$67K +$2.46K +20 +4%
EFSCE
664
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$983 +8 +2%
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K
MUMSS
666
Mitsubishi UFJ Morgan Stanley Securities
Japan
$55K
SFSIG
667
San Francisco Sentry Investment Group
California
$50K
AW
668
Alpha Windward
Massachusetts
$44K
Manulife (Manufacturers Life Insurance)
669
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.2K +$3.66M +29,784 +10%
Bessemer Group
670
Bessemer Group
New Jersey
$41K -$5.16K -42 -12%
RNS
671
Robert N. Shapiro
$41K -$4.91K -40 -11%
PMFA
672
Plante Moran Financial Advisors
Michigan
$40K +$983 +8 +3%
CFA
673
Carroll Financial Associates
North Carolina
$39K
PR
674
Payden & Rygel
California
$38K
FFC
675
First Financial Corp
Indiana
$34K

MCK Hedge Fund Activity: Q3 2013 in Review

703 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2013, worth a combined $25.1B — up 12% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MCK positions and 29 closed out — a net gain of 33 holders — while 254 added to existing stakes and 291 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $229M.

  • 703 institutional investors held McKesson (MCK) as of Q3 2013, up from 678 in Q2 2013.
  • Funds reported $25.1B of McKesson stock for Q3 2013, up 12% quarter-over-quarter.
  • 62 funds opened new McKesson positions in Q3 2013 and 29 closed out, a net change of +33 holders.
  • The largest McKesson buyer in Q3 2013 was JP Morgan Chase, an estimated $133M added.
  • The largest McKesson seller in Q3 2013 was Fidelity Investments, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2013.