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McKesson

909 hedge funds and large institutions have $29.9B invested in McKesson in 2017 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 319 increasing their positions, 362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

36% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 76

10% more capital invested

Capital invested by funds: $27.2B → $29.9B (+$2.65B)

2% more funds holding

Funds holding: 890909 (+19)

0.79% less ownership

Funds ownership: 86.67%85.87% (-0.79%)

12% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 362

37% less call options, than puts

Call options by funds: $252M | Put options by funds: $397M

Holders
909
Holders Change
+19
Holders Change %
+2.13%
% of All Funds
22.66%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.55%
New
103
Increased
319
Reduced
362
Closed
76
Calls
$252M
Puts
$397M
Net Calls
-$146M
Net Calls Change
-$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
651
Optimum Investment Advisors
Illinois
$451K +$14.3K +94 +4%
WS
652
Wedbush Securities
California
$448K +$36.4K +240 +10%
AF
653
Alerus Financial
North Dakota
$440K -$14.9K -98 -4%
IUHSA
654
Itau Unibanco Holding S.A.
Brazil
$434K +$321K +2,114 +401%
RCAMU
655
Rothschild & Co Asset Management US
Connecticut
$433K +$399K +2,634 New
JIC
656
Johnson Investment Counsel
Ohio
$432K +$10.8K +71 +3%
FWM
657
Frontier Wealth Management
Missouri
$429K +$152 +1 +0%
QI
658
Quotient Investors
New York
$428K -$1.24M -8,200 -76%
FCI
659
Financial Counselors Inc
Kansas
$420K +$17K +112 +5%
RCAG
660
Rehmann Capital Advisory Group
Michigan
$418K -$9.1K -60 -2%
SC
661
Savant Capital
Illinois
$418K +$6.07K +40 +2%
BBA
662
BLB&B Advisors
Pennsylvania
$417K +$20.2K +133 +6%
CBN
663
Cadence Bank NA
Texas
$414K -$18.3K -121 -5%
CA
664
Continuum Advisory
Idaho
$408K +$62.3K +411 +20%
MLFP
665
MPS Loria Financial Planners
Illinois
$408K +$414K +2,730 New
EARNEST Partners
666
EARNEST Partners
Georgia
$405K +$20.6K +136 +6%
Simplex Trading
667
Simplex Trading
Illinois
$402K +$2.58K +17 +0.7%
TMAM
668
Tokio Marine Asset Management
Japan
$401K -$153K -1,011 -29%
PPCM
669
Pillar Pacific Capital Management
California
$401K
RC
670
Roundview Capital
New Jersey
$401K +$370K +2,440 New
CPA
671
Clear Perspective Advisors
Illinois
$399K -$17.9K -118 -5%
RCA
672
Rowland Carmichael Advisors
Arizona
$397K
BCMO
673
Buckingham Capital Management (Ohio)
Ohio
$395K
FRM
674
Fox Run Management
Connecticut
$395K +$364K +2,400 New
Carson Wealth (CWM LLC)
675
Carson Wealth (CWM LLC)
Nebraska
$393K -$24.6M -162,500 -99%

MCK Hedge Fund Activity: Q2 2017 in Review

909 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2017, worth a combined $29.9B — up 9.7% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MCK positions and 76 closed out — a net gain of 27 holders — while 319 added to existing stakes and 362 trimmed.

The largest buyer was Ruffer LLP, opening a new position worth an estimated $201M. The largest seller was Capital Research Global Investors, cutting an estimated $1.11B.

  • 909 institutional investors held McKesson (MCK) as of Q2 2017, up from 890 in Q1 2017.
  • Funds reported $29.9B of McKesson stock for Q2 2017, up 9.7% quarter-over-quarter.
  • 103 funds opened new McKesson positions in Q2 2017 and 76 closed out, a net change of +27 holders.
  • The largest McKesson buyer in Q2 2017 was Ruffer LLP, an estimated $201M added.
  • The largest McKesson seller in Q2 2017 was Capital Research Global Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2017.