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McKesson
MCK

Overview Fund Activity

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.44%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M

Top Buyers

1
MC
Maverick Capital
Texas
$320M
2
Norges Bank
Norges Bank
Norway
$616M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.18B
4
Citadel Advisors
Citadel Advisors
Florida
$250M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.34B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.88B
2
SC
Sculptor Capital
New York
$356M
3
Boston Partners
Boston Partners
Massachusetts
$433M
4
Lazard Asset Management
Lazard Asset Management
New York
$482M
5
IIS
Ignis Investment Services
United Kingdom
$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
651
Perigon Wealth Management
California
$353K – – –
GCA
652
Guardian Capital Advisors
Ontario, Canada
$351K -$49.6K -265 -12%
SFSIG
653
San Francisco Sentry Investment Group
California
$351K +$71.9K +386 +26%
QSS
654
Quantitative Systematic Strategies
Florida
$351K +$351K +1,870 New
WTB
655
Washington Trust Bank
Washington
$348K +$19K +102 +6%
MSU
656
Maple Securities USA
New Jersey
$343K +$343K +1,843 New
SWP
657
Stratos Wealth Partners
Ohio
$337K +$337K +1,804 New
1IC
658
1919 Investment Counsel
Maryland
$336K – – –
BHB
659
Bank Hapoalim BM
Israel
$335K +$95.8K +515 +40%
Verition Fund Management
660
Verition Fund Management
Connecticut
$335K +$335K +1,801 New
SAM
661
Silvercrest Asset Management
New York
$334K +$85.3K +458 +34%
PTC
662
Private Trust Company
Ohio
$334K +$192K +1,030 +135%
DT
663
Diversified Trust
Tennessee
$330K +$330K +1,772 New
AUB
664
Atlantic Union Bankshares
Virginia
$324K – – –
H
665
Hexavest
Quebec, Canada
$322K – – –
GIS
666
Guardian Investor Services
New York
$319K -$11.2K -60 -3%
IC
667
IKOS CIF
Cyprus
$318K -$817K -4,480 -72%
WAM
668
Wolverine Asset Management
Illinois
$316K -$616K -3,314 -66%
HIM
669
Hillsdale Investment Management
Ontario, Canada
$311K -$37.2K -200 -11%
ECM
670
Everence Capital Management
Indiana
$310K – – –
WSFS
671
Wilmington Savings Fund Society
Delaware
$305K -$41K -220 -12%
DADC
672
D.A. Davidson & Co
Montana
$302K -$5.72K -31 -2%
CNBT
673
Canandaigua National Bank & Trust
New York
$302K +$41K +220 +16%
NFG
674
Nadler Financial Group
Illinois
$301K – – –
CBU
675
CIBC Bank USA
Illinois
$300K +$15.6K +84 +5%
25 26
27
28 29