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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
676
Diversified Trust
Tennessee
$334K +$87.5K +595 +33%
QCMC
677
Quantum Capital Management (California)
California
$332K -$66.8K -454 -16%
EARNEST Partners
678
EARNEST Partners
Georgia
$329K -$127K -862 -27%
AL
679
Aspiriant LLC
California
$325K +$341K +2,317 New
AIM
680
Acrospire Investment Management
Illinois
$323K +$162K +1,100 +92%
MWM
681
Marietta Wealth Management
Georgia
$321K +$336K +2,287 New
AIM
682
Anchor Investment Management
South Carolina
$320K +$25.7K +175 +8%
MNBTD
683
Moody National Bank Trust Division
Texas
$317K
BB
684
Bell Bank
North Dakota
$315K -$15.7K -107 -5%
GG
685
Gofen & Glossberg
Illinois
$314K
CSS
686
Cubist Systematic Strategies
Connecticut
$311K -$787K -5,349 -71%
JIC
687
Johnson Investment Counsel
Ohio
$309K -$30.5K -207 -9%
LWM
688
Lyell Wealth Management
California
$308K +$322K +2,192 New
DY
689
Dowling & Yahnke
California
$307K +$24.1K +164 +8%
MIHAS
690
Maj Invest Holding A/S
Denmark
$305K +$320K +2,175 New
FRM
691
Fox Run Management
Connecticut
$295K +$309K +2,100 New
Luther King Capital Management (LKCM)
692
Luther King Capital Management (LKCM)
Texas
$294K
BSW
693
Buckingham Strategic Wealth
Missouri
$294K +$308K +2,096 New
WI
694
WrapManager Inc
California
$291K +$305K +2,070 New
IB
695
Intrust Bank
Kansas
$290K -$140K -951 -32%
IR
696
Invictus RG
Bermuda
$289K +$72.7K +494 +32%
WS
697
Wedbush Securities
California
$289K +$94.4K +642 +45%
FCMC
698
Founders Capital Management (Connecticut)
Connecticut
$288K +$302K +2,050 New
CCM
699
Carlson Capital Management
Minnesota
$287K -$18.7K -127 -6%
TFF
700
The Family Firm
Maryland
$283K +$147 +1 +0%

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.