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McKesson

939 hedge funds and large institutions have $32.2B invested in McKesson in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 354 increasing their positions, 354 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $318M | Put options by funds: $264M

1.08% more ownership

Funds ownership: 85.76%86.84% (+1.1%)

6% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 80

0% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 354

0% less funds holding

Funds holding: 942939 (-3)

10% less capital invested

Capital invested by funds: $35.9B → $32.2B (-$3.7B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
939
Holders Change
-3
Holders Change %
-0.32%
% of All Funds
25.05%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.45%
New
85
Increased
354
Reduced
354
Closed
80
Calls
$318M
Puts
$264M
Net Calls
+$54.2M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
W
701
Wealthfront
California
$417K -$259K -1,388 -36%
NCM
702
Neumann Capital Management
California
$414K +$48.5K +260 +12%
WOC
703
West Oak Capital
California
$408K +$78.7K +422 +21%
PPCM
704
Pillar Pacific Capital Management
California
$406K
JIC
705
Johnson Investment Counsel
Ohio
$402K +$46K +247 +11%
DADC
706
D.A. Davidson & Co
Montana
$398K -$81.6K -438 -15%
WP
707
WealthSource Partners
California
$397K -$236K -1,268 -35%
LA
708
Lucus Advisors
New York
$397K +$95.6K +513 +27%
PSUF
709
People's United Financial
Connecticut
$396K -$77.4K -415 -15%
BB
710
Bell Bank
North Dakota
$392K -$7.46K -40 -2%
CBN
711
Cadence Bank NA
Texas
$391K +$18.6K +100 +4%
CCA
712
Catalyst Capital Advisors
New York
$384K -$2.57M -13,800 -86%
VFA
713
Voya Financial Advisors
Connecticut
$380K +$431K +2,313 New
MNBTD
714
Moody National Bank Trust Division
Texas
$376K -$8.39K -45 -2%
GG
715
Gofen & Glossberg
Illinois
$372K -$8.76K -47 -2%
DSI
716
Daiwa SB Investments
Japan
$370K -$179K -960 -30%
BCM
717
BTR Capital Management
California
$367K +$410K +2,200 New
CFG
718
Citizens Financial Group
Rhode Island
$366K -$3.91K -21 -0.9%
PIM
719
Penobscot Investment Management
Massachusetts
$364K -$48.5K -260 -11%
CCM
720
Carlson Capital Management
Minnesota
$361K
FFBTD
721
First Financial Bank - Trust Division
Ohio
$360K
1GA
722
1st Global Advisors
Texas
$359K +$401K +2,153 New
AIM
723
Anchor Investment Management
South Carolina
$351K -$24.2K -130 -6%
CIA
724
CCM Investment Advisers
South Carolina
$350K -$15.3M -81,940 -97%
PCM
725
Prelude Capital Management
New York
$350K -$5.03K -27 -1%

MCK Hedge Fund Activity: Q3 2016 in Review

939 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2016, worth a combined $32.2B — down 10% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MCK positions and 80 closed out — a net gain of 5 holders — while 354 added to existing stakes and 354 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.32B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.

  • 939 institutional investors held McKesson (MCK) as of Q3 2016, down from 942 in Q2 2016.
  • Funds reported $32.2B of McKesson stock for Q3 2016, down 10% quarter-over-quarter.
  • 85 funds opened new McKesson positions in Q3 2016 and 80 closed out, a net change of +5 holders.
  • The largest McKesson buyer in Q3 2016 was Wellington Management Group, an estimated $1.32B added.
  • The largest McKesson seller in Q3 2016 was T. Rowe Price Associates, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2016.