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McKesson

927 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, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
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
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
651
Braun-Bostich & Associates
Pennsylvania
$371K +$353K +2,380 New
LOAME
652
Lombard Odier Asset Management (Europe)
United Kingdom
$369K -$84.9K -573 -19%
BFEC
653
Benjamin F. Edwards & Company
Missouri
$369K +$37K +250 +12%
RG
654
Rikoon Group
New Mexico
$350K -$74.1K -500 -18%
TAM
655
Tiverton Asset Management
Delaware
$350K +$332K +2,243 New
NFG
656
Next Financial Group
Texas
$349K -$211K -1,424 -39%
TW
657
Transform Wealth
Colorado
$347K -$35.3K -238 -10%
1SB
658
1ST Source Bank
Indiana
$344K -$17.6K -119 -5%
SI
659
SII Investments
Wisconsin
$344K +$103K +696 +47%
Fuller & Thaler Asset Management
660
Fuller & Thaler Asset Management
California
$343K
KCM
661
Kornitzer Capital Management
Kansas
$343K +$326K +2,200 New
GFPC
662
Global Financial Private Capital
Florida
$341K -$45.6K -308 -12%
FA
663
FMA Advisory
Pennsylvania
$338K -$14.7K -99 -4%
PA
664
Parallel Advisors
California
$335K +$8.74K +59 +3%
AA
665
Ancora Advisors
Ohio
$331K +$21.8K +147 +7%
LFAS
666
Level Four Advisory Services
Texas
$330K +$314K +2,119 New
SBH
667
Segall Bryant & Hamill
Illinois
$329K -$13.3K -90 -4%
AF
668
Advisornet Financial
Minnesota
$329K +$313K +2,110 New
IFWM
669
Institute for Wealth Management
Colorado
$327K +$311K +2,099 New
BCSB
670
Bristol County Savings Bank
Massachusetts
$326K
HCM
671
Hudson Capital Management
New Jersey
$320K +$304K +2,052 New
JIC
672
Johnson Investment Counsel
Ohio
$319K -$111K -751 -27%
GG
673
Gofen & Glossberg
Illinois
$317K -$19.3K -130 -6%
FAN
674
Financial Advisors Network
California
$317K +$148 +1 +0%
LSAG
675
Lake Street Advisors Group
New Hampshire
$317K +$301K +2,030 New

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.