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McKesson

943 hedge funds and large institutions have $35.9B invested in McKesson in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 398 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

22% more capital invested

Capital invested by funds: $29.5B → $35.9B (+$6.39B)

18% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 82

1% more funds holding

Funds holding: 936943 (+7)

9% less call options, than puts

Call options by funds: $274M | Put options by funds: $301M

1.65% less ownership

Funds ownership: 87.41%85.76% (-1.6%)

19% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 398

Holders
943
Holders Change
+7
Holders Change %
+0.75%
% of All Funds
25.15%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.64%
New
97
Increased
321
Reduced
398
Closed
82
Calls
$274M
Puts
$301M
Net Calls
-$27.2M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
701
Jefferies Group
New York
$453K -$1.84M -10,488 -81%
TW
702
Transform Wealth
Colorado
$453K +$425K +2,425 New
DY
703
Dowling & Yahnke
California
$448K +$171K +977 +69%
BB
704
Bell Bank
North Dakota
$446K -$11.9K -68 -3%
PAG
705
Private Advisor Group
New Jersey
$442K +$87K +496 +27%
MNBTD
706
Moody National Bank Trust Division
Texas
$430K +$3.51K +20 +0.9%
GG
707
Gofen & Glossberg
Illinois
$426K +$29.8K +170 +8%
CBN
708
Cadence Bank NA
Texas
$419K +$127K +726 +48%
AIM
709
Anchor Investment Management
South Carolina
$417K -$10.5K -60 -3%
NCM
710
Neumann Capital Management
California
$415K
CFG
711
Citizens Financial Group
Rhode Island
$414K +$2.28K +13 +0.6%
CCM
712
Carlson Capital Management
Minnesota
$404K
JIC
713
Johnson Investment Counsel
Ohio
$404K +$8.6K +49 +2%
FFBTD
714
First Financial Bank - Trust Division
Ohio
$402K
CAL
715
Capital Analysts LLC
Pennsylvania
$396K -$22.8K -130 -6%
PCM
716
Prelude Capital Management
New York
$396K -$398K -2,268 -52%
BBHC
717
Brown Brothers Harriman & Co
New York
$393K +$12.3K +70 +3%
SAM
718
Silvercrest Asset Management
New York
$392K -$5.26K -30 -1%
BCM
719
Bayesian Capital Management
New York
$392K +$368K +2,100 New
Luther King Capital Management (LKCM)
720
Luther King Capital Management (LKCM)
Texas
$390K
TFF
721
The Family Firm
Maryland
$386K -$17.5K -100 -5%
LCM
722
Logan Capital Management
Pennsylvania
$383K +$128K +732 +56%
TC
723
TFS Capital
Pennsylvania
$383K +$360K +2,050 New
WOC
724
West Oak Capital
California
$378K -$10.5K -60 -3%
SIM
725
SSI Investment Management
California
$376K +$6.84K +39 +2%

MCK Hedge Fund Activity: Q2 2016 in Review

943 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2016, worth a combined $35.9B — up 22% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MCK positions and 82 closed out — a net gain of 15 holders — while 321 added to existing stakes and 398 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $678M. The largest seller was Royal London Asset Management, cutting an estimated $1.56B.

  • 943 institutional investors held McKesson (MCK) as of Q2 2016, up from 936 in Q1 2016.
  • Funds reported $35.9B of McKesson stock for Q2 2016, up 22% quarter-over-quarter.
  • 97 funds opened new McKesson positions in Q2 2016 and 82 closed out, a net change of +15 holders.
  • The largest McKesson buyer in Q2 2016 was Wellington Management Group, an estimated $678M added.
  • The largest McKesson seller in Q2 2016 was Royal London Asset Management, an estimated $1.56B sold.

Based on aggregated 13F filings for Q2 2016.