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McKesson
MCK

Overview Fund Activity

925 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 296 increasing their positions, 367 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+50
Holders Change %
+5.71%
% of All Funds
21.01%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
296
Reduced
367
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$261M
2
Goldman Sachs
Goldman Sachs
New York
+$215M
3
Invesco
Invesco
Georgia
+$191M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$186M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$184M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$681M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$399M
3
EIP
Epoch Investment Partners
New York
-$214M
4
Bank of America
Bank of America
North Carolina
-$170M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAME
651
Lombard Odier Asset Management (Europe)
United Kingdom
$369K -$89.3K -573 -19%
BFEC
652
Benjamin F. Edwards & Company
Missouri
$369K +$39K +250 +12%
RG
653
Rikoon Group
New Mexico
$350K -$78.3K -500 -18%
TAM
654
Tiverton Asset Management
Delaware
$350K +$350K +2,243 New
NFG
655
Next Financial Group
Texas
$349K -$222K -1,424 -39%
TW
656
Transform Wealth
Colorado
$347K -$37.1K -238 -10%
1SB
657
1ST Source Bank
Indiana
$344K -$18.6K -119 -5%
SI
658
SII Investments
Wisconsin
$344K +$110K +696 +47%
Fuller & Thaler Asset Management
659
Fuller & Thaler Asset Management
California
$343K – – –
KCM
660
Kornitzer Capital Management
Kansas
$343K +$343K +2,200 New
GFPC
661
Global Financial Private Capital
Florida
$341K -$48K -308 -12%
FA
662
FMA Advisory
Pennsylvania
$338K -$15.5K -99 -4%
PA
663
Parallel Advisors
California
$335K +$9.19K +59 +3%
AA
664
Ancora Advisors
Ohio
$331K +$22.9K +147 +7%
LFAS
665
Level Four Advisory Services
Texas
$330K +$330K +2,119 New
SBH
666
Segall Bryant & Hamill
Illinois
$329K -$14K -90 -4%
AF
667
Advisornet Financial
Minnesota
$329K +$329K +2,110 New
IFWM
668
Institute for Wealth Management
Colorado
$327K +$327K +2,099 New
BCSB
669
Bristol County Savings Bank
Massachusetts
$326K – – –
HCM
670
Hudson Capital Management
New Jersey
$320K +$320K +2,052 New
JIC
671
Johnson Investment Counsel
Ohio
$319K -$117K -751 -27%
GG
672
Gofen & Glossberg
Illinois
$317K -$20.3K -130 -6%
FAN
673
Financial Advisors Network
California
$317K +$156 +1 +0%
LSAG
674
Lake Street Advisors Group
New Hampshire
$317K +$317K +2,030 New
RPC
675
Rossmore Private Capital
Connecticut
$315K +$315K +2,019 New
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