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McKesson

864 hedge funds and large institutions have $21.6B invested in McKesson in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 256 increasing their positions, 359 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 72

3% more funds holding

Funds holding: 839864 (+25)

0.45% more ownership

Funds ownership: 86.26%86.7% (+0.45%)

1% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$141M)

1% less call options, than puts

Call options by funds: $164M | Put options by funds: $166M

29% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 359

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
864
Holders Change
+25
Holders Change %
+2.98%
% of All Funds
17.02%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.24%
New
113
Increased
256
Reduced
359
Closed
72
Calls
$164M
Puts
$166M
Net Calls
-$2M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
651
IFP Advisors
Florida
$256K +$29K +205 +13%
DIP
652
DT Investment Partners
Pennsylvania
$255K +$261K +1,845 New
BBA
653
BLB&B Advisors
Pennsylvania
$254K -$28.3K -200 -10%
DT
654
Diversified Trust
Tennessee
$251K -$127K -898 -33%
BBHC
655
Brown Brothers Harriman & Co
New York
$251K +$14.1K +100 +6%
NIM
656
NuWave Investment Management
New Jersey
$249K +$247K +1,749 +3,569%
FNT
657
First National Trust
Pennsylvania
$247K -$7.35K -52 -3%
OWD
658
Osborn Williams & Donohoe
Ohio
$242K -$106K -750 -30%
MA
659
MUFG Americas
New York
$242K
SAG
660
Spotlight Asset Group
Illinois
$242K +$256K +1,812 New
MWNA
661
Marshall Wace North America
New York
$238K +$244K +1,725 New
TC
662
Trilogy Capital
California
$235K -$49.6K -351 -17%
OR
663
Olympiad Research
Connecticut
$235K +$240K +1,700 New
FAN
664
Financial Advisors Network
California
$232K +$141 +1 +0.1%
FCCM
665
First City Capital Management
Georgia
$232K +$237K +1,675 New
PWC
666
PYA Waltman Capital
Tennessee
$231K +$236K +1,668 New
TNB
667
Thomasville National Bank
Georgia
$230K
IHL
668
Investment House LLC
California
$225K
CAAS
669
Capital Asset Advisory Services
Michigan
$225K +$193K +1,368 New
QCM
670
Quest Capital Management
Texas
$224K -$23.2K -164 -9%
ACM
671
Advisors Capital Management
New Jersey
$219K +$223K +1,581 New
GWM
672
Geneos Wealth Management
Colorado
$218K +$15.3K +108 +7%
HB
673
Homrich & Berg
Georgia
$218K +$223K +1,577 New
ANRIA
674
American National Registered Investment Advisor
Texas
$214K +$2.12K +15 +1%
TWA
675
TCI Wealth Advisors
Arizona
$212K -$848 -6 -0.4%

MCK Hedge Fund Activity: Q4 2019 in Review

864 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2019, worth a combined $21.6B — down 0.65% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MCK positions and 72 closed out — a net gain of 41 holders — while 256 added to existing stakes and 359 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $213M. The largest seller was Kiltearn Partners, exiting entirely with an estimated $152M sold.

  • 864 institutional investors held McKesson (MCK) as of Q4 2019, up from 839 in Q3 2019.
  • Funds reported $21.6B of McKesson stock for Q4 2019, down 0.65% quarter-over-quarter.
  • 113 funds opened new McKesson positions in Q4 2019 and 72 closed out, a net change of +41 holders.
  • The largest McKesson buyer in Q4 2019 was Viking Global Investors, an estimated $213M added.
  • The largest McKesson seller in Q4 2019 was Kiltearn Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.