MCK icon

McKesson
MCK

Overview Fund Activity

925 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 296 increasing their positions, 367 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+50
Holders Change %
+5.71%
% of All Funds
21.01%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
296
Reduced
367
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$261M
2
Goldman Sachs
Goldman Sachs
New York
+$215M
3
Invesco
Invesco
Georgia
+$191M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$186M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$184M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$681M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$399M
3
EIP
Epoch Investment Partners
New York
-$214M
4
Bank of America
Bank of America
North Carolina
-$170M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSCM
676
Wellington Shields Capital Management
New York
$313K +$10.9K +70 +4%
SC
677
Searle & Co
Connecticut
$312K – – –
CB
678
Community Bank
New York
$312K – – –
CWM
679
Cornerstone Wealth Management
Missouri
$311K +$311K +1,961 New
BA
680
Boston Advisors
Massachusetts
$309K -$1.25M -8,024 -80%
WTB
681
Washington Trust Bank
Washington
$309K -$7.33K -47 -2%
IAM
682
Impax Asset Management
New Hampshire
$307K +$16.8K +108 +6%
DSC
683
Duncker Streett & Co
Missouri
$305K -$49.8K -320 -14%
SFPIA
684
Stevens First Principles Investment Advisors
California
$303K – – –
SWP
685
Strategic Wealth Partners
Ohio
$303K +$303K +2,158 New
TFF
686
The Family Firm
Maryland
$300K – – –
SFA
687
Sequoia Financial Advisors
Ohio
$299K -$2.03K -13 -0.7%
CAN
688
Cetera Advisor Networks
California
$294K +$1.41K +9 +0.5%
GWM
689
Geneos Wealth Management
Colorado
$291K +$17.4K +112 +6%
CF
690
Copperwynd Financial
Arizona
$290K +$290K +1,858 New
LC
691
Loews Corp
New York
$286K – – –
DC
692
Davenport & Co
Virginia
$286K -$18.7K -120 -6%
LNB
693
Ledyard National Bank
$283K -$21.8K -140 -7%
PTC
694
Petrus Trust Company
Texas
$274K +$36.2K +232 +15%
SCM
695
Shelton Capital Management
Colorado
$271K – – –
QCG
696
Quadrant Capital Group
Ohio
$269K +$7.18K +48 +3%
TCM
697
Traynor Capital Management
Pennsylvania
$266K +$266K +1,708 New
BCM
698
BTR Capital Management
California
$265K -$12.5K -80 -4%
QCMC
699
Quantum Capital Management (California)
California
$264K +$5.14K +33 +2%
DIM
700
DC Investments Management
Virginia
$261K +$261K +1,674 New
26 27
28
29 30