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McKesson

864 hedge funds and large institutions have $21.6B invested in McKesson in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 256 increasing their positions, 359 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 72

3% more funds holding

Funds holding: 839864 (+25)

0.45% more ownership

Funds ownership: 86.26%86.7% (+0.45%)

1% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$141M)

1% less call options, than puts

Call options by funds: $164M | Put options by funds: $166M

29% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 359

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
864
Holders Change
+25
Holders Change %
+2.98%
% of All Funds
17.02%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.24%
New
113
Increased
256
Reduced
359
Closed
72
Calls
$164M
Puts
$166M
Net Calls
-$2M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PRC
676
Pearl River Capital
Michigan
$208K +$125K +886 +144%
HAG
677
HighPoint Advisor Group
Illinois
$207K -$304K -2,150 -62%
FCI
678
Financial Counselors Inc
Kansas
$207K -$60.6K -429 -22%
PWMAG
679
Pinnacle Wealth Management Advisory Group
New Jersey
$207K +$211K +1,495 New
RZH
680
Relyea Zuckerberg Hanson
Connecticut
$207K +$212K +1,500 New
WWM
681
Western Wealth Management
Colorado
$203K +$848 +6 +0.4%
UB
682
UMB Bank
Missouri
$200K -$19.6K -139 -9%
FMWA
683
Forvis Mazars Wealth Advisors
Missouri
$200K +$204K +1,446 New
OIA
684
Optimum Investment Advisors
Illinois
$199K
BAM
685
Belpointe Asset Management
Nevada
$191K +$34.8K +246 +22%
LWCFA
686
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$190K -$19.8K -140 -9%
First Manhattan
687
First Manhattan
New York
$181K
SFS
688
Sowell Financial Services
Arkansas
$175K -$110K -777 -38%
SBSB
689
Sullivan, Bruyette, Speros & Blaney
Virginia
$174K +$424 +3 +0.2%
FMLI
690
Fukoku Mutual Life Insurance
Japan
$174K +$28.3K +200 +19%
SC
691
Sawyer & Company
Massachusetts
$166K
FCA
692
FinTrust Capital Advisors
South Carolina
$159K
FGAM
693
Financial Gravity Asset Management
Texas
$158K -$37K -262 -64%
EW
694
Evoke Wealth
California
$158K -$3.11K -22 -2%
CFA
695
Carroll Financial Associates
North Carolina
$157K +$18.1K +128 +13%
Walleye Capital
696
Walleye Capital
New York
$147K +$151K +1,065 New
FWM
697
FSA Wealth Management
Massachusetts
$143K +$146K +1,032 New
PA
698
Parallel Advisors
California
$142K -$1.7K -12 -1%
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$138K
SAM
700
S.A. Mason
Michigan
$138K +$141K +1,000 New

MCK Hedge Fund Activity: Q4 2019 in Review

864 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2019, worth a combined $21.6B — down 0.65% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MCK positions and 72 closed out — a net gain of 41 holders — while 256 added to existing stakes and 359 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $213M. The largest seller was Kiltearn Partners, exiting entirely with an estimated $152M sold.

  • 864 institutional investors held McKesson (MCK) as of Q4 2019, up from 839 in Q3 2019.
  • Funds reported $21.6B of McKesson stock for Q4 2019, down 0.65% quarter-over-quarter.
  • 113 funds opened new McKesson positions in Q4 2019 and 72 closed out, a net change of +41 holders.
  • The largest McKesson buyer in Q4 2019 was Viking Global Investors, an estimated $213M added.
  • The largest McKesson seller in Q4 2019 was Kiltearn Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.