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McKesson

890 hedge funds and large institutions have $27.2B invested in McKesson in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 323 increasing their positions, 356 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

13% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 90

5% more capital invested

Capital invested by funds: $25.9B → $27.2B (+$1.33B)

5.14% more ownership

Funds ownership: 81.52%86.67% (+5.1%)

0% more funds holding

Funds holding: 889890 (+1)

9% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 356

33% less call options, than puts

Call options by funds: $184M | Put options by funds: $274M

Holders
890
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
22.16%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.37%
New
102
Increased
323
Reduced
356
Closed
90
Calls
$184M
Puts
$274M
Net Calls
-$90.4M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
701
Moody National Bank Trust Division
Texas
$272K -$60.8K -415 -18%
GEA
702
Glen Eagle Advisors
New Jersey
$269K +$264K +1,800 New
EFS
703
Essex Financial Services
Connecticut
$269K +$266K +1,816 New
LWM
704
Lyell Wealth Management
California
$266K -$58.6K -400 -18%
FFBTD
705
First Financial Bank - Trust Division
Ohio
$265K -$23.4K -160 -8%
CWM
706
Concert Wealth Management
California
$261K -$205K -1,400 -43%
SF
707
Synovus Financial
Georgia
$260K +$66.5K +454 +35%
PIM
708
Penobscot Investment Management
Massachusetts
$259K -$2.2K -15 -0.9%
SCM
709
Shelton Capital Management
Colorado
$257K
SI
710
SII Investments
Wisconsin
$254K -$135K -919 -35%
QCMC
711
Quantum Capital Management (California)
California
$254K -$94.9K -648 -27%
BC
712
Bartlett & Co
Ohio
$254K
WOC
713
West Oak Capital
California
$253K +$15.7K +107 +7%
LC
714
Loews Corp
New York
$253K +$250K +1,708 New
FB
715
Fulton Bank
Pennsylvania
$248K +$245K +1,675 New
BFM
716
Boothbay Fund Management
New York
$247K -$117K -798 -32%
P
717
Pitcairn
Pennsylvania
$247K +$244K +1,666 New
SBIA
718
Sheaff Brock Investment Advisors
Indiana
$246K -$20.9K -143 -8%
IAM
719
Impax Asset Management
New Hampshire
$246K +$14.6K +100 +6%
LOAMS
720
Lombard Odier Asset Management (Switzerland)
Switzerland
$246K +$243K +1,662 New
PA
721
Parallel Advisors
California
$244K +$216K +1,474 +507%
CAI
722
Capital Advisors Inc
Oklahoma
$238K -$146K -1,000 -38%
BFPW
723
BOK Financial Private Wealth
Colorado
$237K -$16.1K -110 -6%
Acadian Asset Management
724
Acadian Asset Management
Massachusetts
$234K -$1.65M -11,247 -88%
BBHC
725
Brown Brothers Harriman & Co
New York
$234K -$146K -1,000 -39%

MCK Hedge Fund Activity: Q1 2017 in Review

890 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2017, worth a combined $27.2B — up 5.1% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new MCK positions and 90 closed out — a net gain of 12 holders — while 323 added to existing stakes and 356 trimmed.

The largest buyer was BlackRock, adding an estimated $1.98B. The largest seller was Capital Research Global Investors, cutting an estimated $825M.

  • 890 institutional investors held McKesson (MCK) as of Q1 2017, up from 889 in Q4 2016.
  • Funds reported $27.2B of McKesson stock for Q1 2017, up 5.1% quarter-over-quarter.
  • 102 funds opened new McKesson positions in Q1 2017 and 90 closed out, a net change of +12 holders.
  • The largest McKesson buyer in Q1 2017 was BlackRock, an estimated $1.98B added.
  • The largest McKesson seller in Q1 2017 was Capital Research Global Investors, an estimated $825M sold.

Based on aggregated 13F filings for Q1 2017.