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McKesson

909 hedge funds and large institutions have $29.9B invested in McKesson in 2017 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 319 increasing their positions, 362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

36% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 76

10% more capital invested

Capital invested by funds: $27.2B → $29.9B (+$2.65B)

2% more funds holding

Funds holding: 890909 (+19)

0.79% less ownership

Funds ownership: 86.67%85.87% (-0.79%)

12% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 362

37% less call options, than puts

Call options by funds: $252M | Put options by funds: $397M

Holders
909
Holders Change
+19
Holders Change %
+2.13%
% of All Funds
22.66%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.55%
New
103
Increased
319
Reduced
362
Closed
76
Calls
$252M
Puts
$397M
Net Calls
-$146M
Net Calls Change
-$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SSW
701
Smith Shellnut Wilson
Mississippi
$329K -$14.4K -95 -5%
CB
702
Community Bank
New York
$329K
EMG
703
Ellington Management Group
Connecticut
$329K +$303K +2,000 New
PFA
704
Pure Financial Advisors
California
$328K
IFWM
705
Institute for Wealth Management
Colorado
$327K +$301K +1,986 New
PAM
706
Private Asset Management
California
$324K
BSW
707
Buckingham Strategic Wealth
Missouri
$323K -$64.6K -426 -18%
CAN
708
Cetera Advisor Networks
California
$320K -$6.82K -45 -2%
SFPIA
709
Stevens First Principles Investment Advisors
California
$319K -$243K -1,600 -45%
WSCM
710
Wellington Shields Capital Management
New York
$319K -$91K -600 -24%
BCM
711
BTR Capital Management
California
$318K +$12.1K +80 +4%
SFA
712
Sequoia Financial Advisors
Ohio
$316K
TFF
713
The Family Firm
Maryland
$316K +$758 +5 +0.3%
PA
714
Parallel Advisors
California
$314K +$26.2K +173 +10%
Fuller & Thaler Asset Management
715
Fuller & Thaler Asset Management
California
$313K -$1.09M -7,200 -79%
OA
716
Opes Advisors
California
$313K -$33.2K -219 -9%
LNB
717
Ledyard National Bank
$311K +$105K +690 +58%
WTB
718
Washington Trust Bank
Washington
$309K +$72.8K +480 +34%
ANRIA
719
American National Registered Investment Advisor
Texas
$308K
ZCA
720
Zeke Capital Advisors
Pennsylvania
$307K +$283K +1,865 New
DC
721
Davenport & Co
Virginia
$305K +$281K +1,851 New
MNBTD
722
Moody National Bank Trust Division
Texas
$302K
FFBTD
723
First Financial Bank - Trust Division
Ohio
$298K +$3.49K +23 +1%
GEA
724
Glen Eagle Advisors
New Jersey
$296K
ECM
725
ETrade Capital Management
Virginia
$292K +$269K +1,777 New

MCK Hedge Fund Activity: Q2 2017 in Review

909 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2017, worth a combined $29.9B — up 9.7% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MCK positions and 76 closed out — a net gain of 27 holders — while 319 added to existing stakes and 362 trimmed.

The largest buyer was Ruffer LLP, opening a new position worth an estimated $201M. The largest seller was Capital Research Global Investors, cutting an estimated $1.11B.

  • 909 institutional investors held McKesson (MCK) as of Q2 2017, up from 890 in Q1 2017.
  • Funds reported $29.9B of McKesson stock for Q2 2017, up 9.7% quarter-over-quarter.
  • 103 funds opened new McKesson positions in Q2 2017 and 76 closed out, a net change of +27 holders.
  • The largest McKesson buyer in Q2 2017 was Ruffer LLP, an estimated $201M added.
  • The largest McKesson seller in Q2 2017 was Capital Research Global Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2017.