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McKesson

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

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801815 (+14)

0.01% more ownership

Funds ownership: 86.11%86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
651
Perigon Wealth Management
California
$353K
GCAC
652
Guardian Capital Advisors (Canada)
Ontario, Canada
$351K -$47.1K -265 -12%
SFSIG
653
San Francisco Sentry Investment Group
California
$351K +$68.7K +386 +26%
QSS
654
Quantitative Systematic Strategies
Florida
$351K +$333K +1,870 New
WTB
655
Washington Trust Bank
Washington
$348K +$18.1K +102 +6%
MSU
656
Maple Securities USA
New Jersey
$343K +$328K +1,843 New
SWP
657
Stratos Wealth Partners
Ohio
$337K +$321K +1,804 New
1IC
658
1919 Investment Counsel
Maryland
$336K
BHB
659
Bank Hapoalim BM
Israel
$335K +$91.6K +515 +40%
Verition Fund Management
660
Verition Fund Management
Connecticut
$335K +$320K +1,801 New
SAM
661
Silvercrest Asset Management
New York
$334K +$81.5K +458 +34%
PTC
662
Private Trust Company
Ohio
$334K +$183K +1,030 +135%
DT
663
Diversified Trust
Tennessee
$330K +$315K +1,772 New
AUB
664
Atlantic Union Bankshares
Virginia
$324K
H
665
Hexavest
Quebec, Canada
$322K
GIS
666
Guardian Investor Services
New York
$319K -$10.7K -60 -3%
IC
667
IKOS CIF
Cyprus
$318K -$797K -4,480 -72%
WAM
668
Wolverine Asset Management
Illinois
$316K -$590K -3,314 -66%
HIM
669
Hillsdale Investment Management
Ontario, Canada
$311K -$35.6K -200 -11%
ECM
670
Everence Capital Management
Indiana
$310K
WSFS
671
Wilmington Savings Fund Society
Delaware
$305K -$39.1K -220 -12%
DADC
672
D.A. Davidson & Co
Montana
$302K -$5.51K -31 -2%
CNBT
673
Canandaigua National Bank & Trust
New York
$302K +$39.1K +220 +16%
NFG
674
Nadler Financial Group
Illinois
$301K
CBU
675
CIBC Bank USA
Illinois
$300K +$14.9K +84 +5%

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.