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McKesson

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801815 (+14)

0.01% more ownership

Funds ownership: 86.11%86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GP
701
Girard Partners
Pennsylvania
$250K +$239K +1,341 New
TFF
702
Timothy F. Fidgeon
$250K +$239K +1,345 New
BG
703
Bollard Group
Massachusetts
$248K
PCMI
704
Princeton Capital Management Inc
New Jersey
$245K -$26.7K -150 -10%
BFEC
705
Benjamin F. Edwards & Company
Missouri
$243K
CIP
706
Convergence Investment Partners
Florida
$242K +$2.31K +13 +1%
ZDA
707
Zweig-DiMenna Associates
New York
$242K +$231K +1,300 New
SAM
708
Shamrock Asset Management
Texas
$240K -$7.47K -42 -3%
IB
709
Intrust Bank
Kansas
$240K -$4.45K -25 -2%
GLI
710
Guardian Life Insurance
New York
$240K
BII
711
Baring International Investment
United Kingdom
$237K
TCOV
712
Trust Company of Vermont
Vermont
$237K +$4.45K +25 +2%
FCH
713
Freestone Capital Holdings
Washington
$234K -$13.9K -78 -6%
GJIC
714
Gamble Jones Investment Counsel
California
$233K
MBTD
715
Mechanics Bank - Trust Department
California
$231K -$35.6K -200 -14%
CIA
716
Capital Investment Advisors
Georgia
$230K +$220K +1,236 New
MSR
717
Main Street Research
Connecticut
$226K -$19.6K -110 -8%
ALA
718
Atherton Lane Advisers
California
$225K -$64.2K -361 -23%
RH
719
Rayner & Haynor
California
$223K
ST
720
Smithfield Trust
Pennsylvania
$221K -$2.49K -14 -1%
EFS
721
Essex Financial Services
Connecticut
$220K
BDF
722
Balasa Dinverno & Foltz
$215K -$1.78K -10 -0.9%
TSW
723
Thompson Siegel & Walmsley
Virginia
$214K -$35.6K -200 -15%
ASN
724
Advisory Services Network
Georgia
$210K +$201K +1,130 New
PL
725
Parkwood LLC
Ohio
$209K +$200K +1,124 New

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.