We are live on ! Find out more
MCK icon

McKesson

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801815 (+14)

0.01% more ownership

Funds ownership: 86.11%86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
676
Acuity Investment Management
Ontario, Canada
$298K -$320K -1,798 -53%
KFA
677
Kays Financial Advisory
Georgia
$297K +$71.2K +400 +34%
HCM
678
Hollencrest Capital Management
California
$293K -$109K -610 -28%
MFBTD
679
MB Financial Bank - Trust Department
Illinois
$291K +$265K +1,490 +1,987%
ONB
680
Old National Bancorp
Indiana
$290K -$295K -1,659 -52%
TIA
681
Tiemann Investment Advisors
California
$290K +$24K +135 +10%
BOH
682
Bank of Hawaii
Hawaii
$289K +$276K +1,550 New
PP
683
Prudential plc
United Kingdom
$288K
VKH
684
Virtu KCG Holdings
New York
$285K -$2.94M -16,547 -92%
BTW
685
Boston Trust Walden
Massachusetts
$280K
CI
686
Cowen Inc
New York
$279K
TSS
687
Thomas Story & Son
Indiana
$279K
FCI
688
Financial Counselors Inc
Kansas
$271K -$111K -622 -30%
HCM
689
Harvest Capital Management
New Hampshire
$266K
P
690
Pitcairn
Pennsylvania
$266K +$4.09K +23 +2%
Jones Financial Companies
691
Jones Financial Companies
Missouri
$265K +$12.6K +71 +5%
PCM
692
Prelude Capital Management
New York
$261K -$63.3K -356 -20%
HAI
693
Hennessy Advisors Inc
California
$261K +$249K +1,400 New
ICOA
694
Investment Centers of America
North Dakota
$260K -$51.8K -291 -17%
MCM
695
Manchester Capital Management
Vermont
$260K -$48.7K -274 -16%
HCM
696
Hutchinson Capital Management
California
$260K
TU
697
TDAM USA
Ontario, Canada
$258K +$246K +1,385 New
BAAM
698
Baker Avenue Asset Management
California
$257K +$246K +1,380 New
CSIC
699
Clifford Swan Investment Counsel
California
$254K
DBIA
700
Dumont & Blake Investment Advisors
New Jersey
$251K

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.