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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
651
ProVise Management Group
Florida
$381K -$317K -2,155 -44%
CCP
652
Corient Capital Partners
California
$380K -$69.6K -473 -15%
HAIM
653
Hunter Associates Investment Management
Pennsylvania
$379K -$411K -2,795 -51%
Jones Financial Companies
654
Jones Financial Companies
Missouri
$379K -$133K -903 -25%
DTL
655
Dynamic Technology Lab
Singapore
$379K +$397K +2,700 New
Bessemer Group
656
Bessemer Group
New Jersey
$377K +$96.2K +654 +32%
WSCM
657
Wellington Shields Capital Management
New York
$376K -$1.25M -8,510 -76%
OIA
658
Optimum Investment Advisors
Illinois
$372K -$8.38K -57 -2%
BOH
659
Bank of Hawaii
Hawaii
$370K -$98.6K -670 -20%
WP
660
WealthSource Partners
California
$370K +$36.8K +250 +10%
SI
661
SII Investments
Wisconsin
$369K +$155K +1,051 +67%
BCM
662
BTR Capital Management
California
$367K
CAI
663
Capital Advisors Inc
Oklahoma
$365K -$54.6K -371 -12%
JIM
664
Jupiter Investment Management
United Kingdom
$365K +$382K +2,600 New
BBHC
665
Brown Brothers Harriman & Co
New York
$362K +$73.6K +500 +24%
SC
666
Savant Capital
Illinois
$358K -$1.47K -10 -0.4%
CBN
667
Cadence Bank NA
Texas
$357K +$29.4K +200 +9%
NPC
668
National Planning Corporation
California
$356K +$149K +1,014 +65%
CPA
669
Clear Perspective Advisors
Illinois
$356K +$373K +2,535 New
RCA
670
Rowland Carmichael Advisors
Arizona
$353K
FP
671
FDO Partners
Massachusetts
$343K -$1.94M -13,189 -84%
PPCM
672
Pillar Pacific Capital Management
California
$342K
TW
673
Transform Wealth
Colorado
$341K +$88.3K +600 +33%
BBA
674
BLB&B Advisors
Pennsylvania
$337K +$58.8K +400 +20%
ECM
675
Evergreen Capital Management
Washington
$334K -$3.45M -23,479 -91%

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.