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McKesson

856 hedge funds and large institutions have $19.6B invested in McKesson in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 322 increasing their positions, 324 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 79

7% more capital invested

Capital invested by funds: $18.3B → $19.6B (+$1.33B)

2.47% more ownership

Funds ownership: 85.21%87.68% (+2.5%)

0% more funds holding

Funds holding: 856856 (0)

1% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 324

22% less call options, than puts

Call options by funds: $86.2M | Put options by funds: $111M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
856
Holders Change
Holders Change %
0%
% of All Funds
18.52%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.15%
New
89
Increased
322
Reduced
324
Closed
79
Calls
$86.2M
Puts
$111M
Net Calls
-$24.9M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
651
Convergence Investment Partners
Florida
$231K +$244K +1,975 New
1SB
652
1ST Source Bank
Indiana
$225K
AI
653
Atria Investments
North Carolina
$218K -$403K -3,266 -64%
FMT
654
First Mercantile Trust
Tennessee
$218K +$34.3K +278 +17%
ZCA
655
Zeke Capital Advisors
Pennsylvania
$212K +$224K +1,812 New
GCA
656
Gideon Capital Advisors
New York
$209K -$185K -1,496 -46%
Rockefeller Capital Management
657
Rockefeller Capital Management
New York
$206K +$104K +842 +92%
PSUF
658
People's United Financial
Connecticut
$203K -$12.5K -101 -6%
HC
659
Henshaw Capital
Massachusetts
$202K +$213K +1,729 New
PTC
660
Petrus Trust Company
Texas
$200K -$41.6K -337 -16%
GWM
661
Geneos Wealth Management
Colorado
$199K -$58.8K -476 -22%
AIM
662
Acropolis Investment Management
Missouri
$197K -$1.23K -10 -0.6%
BCA
663
Bray Capital Advisors
Florida
$190K
BCWM
664
Bartlett & Co Wealth Management
Ohio
$190K
BC
665
Bartlett & Co
Ohio
$189K
BBHC
666
Brown Brothers Harriman & Co
New York
$184K +$5.18K +42 +3%
TWA
667
TCI Wealth Advisors
Arizona
$177K
LWCFA
668
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$177K +$81.5K +660 +77%
TNBTD
669
Trustmark National Bank Trust Department
Mississippi
$168K
QT
670
Quantamental Technologies
New York
$163K -$352K -2,848 -67%
WTB
671
Washington Trust Bank
Washington
$162K
NFG
672
Next Financial Group
Texas
$157K -$14.6K -118 -8%
NFH
673
NEXT Financial Holdings
Texas
$157K +$165K +1,338 New
Walleye Capital
674
Walleye Capital
New York
$155K +$163K +1,319 New
SFA
675
Semmax Financial Advisors
North Carolina
$154K +$70.7K +573 +77%

MCK Hedge Fund Activity: Q1 2019 in Review

856 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2019, worth a combined $19.6B — up 7.3% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new MCK positions and 79 closed out — a net gain of 10 holders — while 322 added to existing stakes and 324 trimmed.

The largest buyer was Baupost Group, adding an estimated $135M. The largest seller was Wellington Management Group, cutting an estimated $129M.

  • 856 institutional investors held McKesson (MCK) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $19.6B of McKesson stock for Q1 2019, up 7.3% quarter-over-quarter.
  • 89 funds opened new McKesson positions in Q1 2019 and 79 closed out, a net change of +10 holders.
  • The largest McKesson buyer in Q1 2019 was Baupost Group, an estimated $135M added.
  • The largest McKesson seller in Q1 2019 was Wellington Management Group, an estimated $129M sold.

Based on aggregated 13F filings for Q1 2019.