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McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
651
Whitney & Co
New York
$243K -$7.78M -53,090 -97%
BB
652
Busey Bank
Illinois
$241K -$45.6K -311 -15%
ECM
653
Exchange Capital Management
Michigan
$240K -$881K -6,012 -77%
HS
654
Haafor (Singapore)
Singapore
$240K +$260K +1,777 New
OWD
655
Osborn Williams & Donohoe
Ohio
$237K
IA
656
IFP Advisors
Florida
$236K -$3.81K -26 -1%
OPA
657
Old Port Advisors
Maine
$235K +$254K +1,737 New
MIA
658
MainStreet Investment Advisors
Illinois
$234K +$254K +1,733 New
WQ
659
Wealth Quarterback
New Jersey
$233K -$15.2M -103,673 -98%
CCA
660
Cobblestone Capital Advisors
New York
$233K -$198K -1,350 -44%
WWM
661
Western Wealth Management
Colorado
$231K +$34.4K +235 +16%
PPSG
662
Princeton Portfolio Strategies Group
New Jersey
$230K -$131K -891 -34%
IAA
663
Independent Advisor Alliance
North Carolina
$228K -$58.6K -400 -19%
TNB
664
Thomasville National Bank
Georgia
$228K
AF
665
Advisornet Financial
Minnesota
$227K -$25.2K -172 -9%
MA
666
MUFG Americas
New York
$226K -$11K -75 -4%
PWC
667
PYA Waltman Capital
Tennessee
$226K
ECM
668
Evergreen Capital Management
Washington
$226K +$245K +1,671 New
FNT
669
First National Trust
Pennsylvania
$225K -$18.2K -124 -7%
MYAM
670
Meiji Yasuda Asset Management
Japan
$221K -$239K -1,630 -50%
IHL
671
Investment House LLC
California
$220K
UB
672
UMB Bank
Missouri
$215K +$20.8K +142 +10%
PFS
673
Prospera Financial Services
Texas
$215K +$233K +1,591 New
BBHC
674
Brown Brothers Harriman & Co
New York
$213K -$35.9K -245 -13%
S
675
Seeyond
France
$213K -$9.81K -67 -0.8%

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.