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McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
ANRIA
676
American National Registered Investment Advisor
Texas
$209K
HI
677
Horizon Investments
North Carolina
$207K -$322K -2,198 -59%
William Blair & Company
678
William Blair & Company
Illinois
$207K -$192K -1,308 -46%
TWA
679
TCI Wealth Advisors
Arizona
$207K +$293 +2 +0.1%
HFM
680
Harvest Fund Management
China
$206K +$210K +1,432 +1,476%
RZH
681
Relyea Zuckerberg Hanson
Connecticut
$203K
DW
682
Domani Wealth
Pennsylvania
$203K +$220K +1,500 New
QT
683
Quantamental Technologies
New York
$203K +$220K +1,500 New
RIM
684
Rampart Investment Management
Connecticut
$195K -$107K -732 -34%
OIA
685
Optimum Investment Advisors
Illinois
$195K
BCWM
686
Bartlett & Co Wealth Management
Ohio
$192K +$73.2K +500 +55%
BC
687
Bartlett & Co
Ohio
$191K +$207K +1,414 New
PMAM
688
Picton Mahoney Asset Management
Ontario, Canada
$190K -$87.9K -600 -30%
Rockefeller Capital Management
689
Rockefeller Capital Management
New York
$177K +$48.5K +331 +34%
SBSB
690
Sullivan, Bruyette, Speros & Blaney
Virginia
$171K +$439 +3 +0.2%
FMLI
691
Fukoku Mutual Life Insurance
Japan
$170K
SC
692
Sawyer & Company
Massachusetts
$161K -$1.47K -10 -0.8%
GWM
693
Geneos Wealth Management
Colorado
$158K -$44.4K -303 -19%
LWCFA
694
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$155K -$33K -225 -16%
FCA
695
FinTrust Capital Advisors
South Carolina
$155K
EW
696
Evoke Wealth
California
$154K -$293 -2 -0.2%
HPC
697
HM Payson & Co
Maine
$152K +$22.4K +153 +16%
PA
698
Parallel Advisors
California
$142K +$4.69K +32 +3%
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$135K
SAM
700
S.A. Mason
Michigan
$135K

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.