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McKesson

927 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, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
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
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RPC
676
Rossmore Private Capital
Connecticut
$315K +$299K +2,019 New
WSCM
677
Wellington Shields Capital Management
New York
$313K +$10.4K +70 +4%
CB
678
Community Bank
New York
$312K
SC
679
Searle & Co
Connecticut
$312K
CWM
680
Cornerstone Wealth Management
Missouri
$311K +$291K +1,961 New
BA
681
Boston Advisors
Massachusetts
$309K -$1.19M -8,024 -80%
WTB
682
Washington Trust Bank
Washington
$309K -$6.96K -47 -2%
IAM
683
Impax Asset Management
New Hampshire
$307K +$16K +108 +6%
DSC
684
Duncker Streett & Co
Missouri
$305K -$47.4K -320 -14%
SFPIA
685
Stevens First Principles Investment Advisors
California
$303K
SWP
686
Strategic Wealth Partners
Ohio
$303K +$320K +2,158 New
TFF
687
The Family Firm
Maryland
$300K
SFA
688
Sequoia Financial Advisors
Ohio
$299K -$1.93K -13 -0.7%
CAN
689
Cetera Advisor Networks
California
$294K +$1.33K +9 +0.5%
GWM
690
Geneos Wealth Management
Colorado
$291K +$16.6K +112 +6%
CF
691
Copperwynd Financial
Arizona
$290K +$275K +1,858 New
LC
692
Loews Corp
New York
$286K
DC
693
Davenport & Co
Virginia
$286K -$17.8K -120 -6%
LNB
694
Ledyard National Bank
$283K -$20.7K -140 -7%
PTC
695
Petrus Trust Company
Texas
$274K +$34.4K +232 +15%
SCM
696
Shelton Capital Management
Colorado
$271K
QCG
697
Quadrant Capital Group
Ohio
$269K +$7.11K +48 +3%
HC
698
Henshaw Capital
Massachusetts
$267K +$1.04K +7 +0.4%
TCM
699
Traynor Capital Management
Pennsylvania
$266K +$253K +1,708 New
BCM
700
BTR Capital Management
California
$265K -$11.9K -80 -4%

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.