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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
701
Segall Bryant & Hamill
Illinois
$282K
CB
702
Community Bank
New York
$281K
SAM
703
Silvercrest Asset Management
New York
$280K -$11K -75 -4%
PFA
704
Pure Financial Advisors
California
$280K
PAM
705
Private Asset Management
California
$276K
FFBTD
706
First Financial Bank - Trust Division
Ohio
$274K -$30.9K -210 -10%
CB
707
Chemical Bank
Michigan
$272K +$32.5K +221 +13%
PTC
708
Petrus Trust Company
Texas
$270K +$283K +1,922 New
CRC
709
Curi RMB Capital
Illinois
$266K
MM
710
Midas Management
New York
$266K
ANRIA
711
American National Registered Investment Advisor
Texas
$263K
QCG
712
Quadrant Capital Group
Ohio
$263K +$25K +170 +10%
CA
713
Cetera Advisors
Colorado
$262K +$58.3K +396 +27%
MBT
714
Montecito Bank & Trust
California
$262K +$59K +401 +27%
GXMC
715
Global X Management Company
New York
$262K +$89.3K +607 +48%
CAN
716
Cetera Advisor Networks
California
$261K -$188K -1,278 -41%
SSW
717
Smith Shellnut Wilson
Mississippi
$261K +$273K +1,856 New
HIM
718
Hillsdale Investment Management
Ontario, Canada
$260K
Simplex Trading
719
Simplex Trading
Illinois
$260K +$244K +1,659 +855%
NFG
720
Next Financial Group
Texas
$255K +$111K +753 +71%
SBIA
721
Sheaff Brock Investment Advisors
Indiana
$254K -$123K -834 -32%
PIM
722
Penobscot Investment Management
Massachusetts
$247K -$61.8K -420 -19%
SCM
723
Shelton Capital Management
Colorado
$244K -$120K -818 -32%
FCI
724
Financial Counselors Inc
Kansas
$244K +$256K +1,738 New
BC
725
Bartlett & Co
Ohio
$241K -$5.74K -39 -2%

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.