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McKesson

864 hedge funds and large institutions have $21.6B invested in McKesson in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 256 increasing their positions, 359 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 72

3% more funds holding

Funds holding: 839864 (+25)

0.45% more ownership

Funds ownership: 86.26%86.7% (+0.45%)

1% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$141M)

1% less call options, than puts

Call options by funds: $164M | Put options by funds: $166M

29% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 359

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
864
Holders Change
+25
Holders Change %
+2.98%
% of All Funds
17.02%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.24%
New
113
Increased
256
Reduced
359
Closed
72
Calls
$164M
Puts
$166M
Net Calls
-$2M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
701
Rational Advisors
New York
$137K +$133K +941 +1,920%
Rockefeller Capital Management
702
Rockefeller Capital Management
New York
$134K -$31K -219 -18%
HPC
703
HM Payson & Co
Maine
$134K
CFG
704
Citizens Financial Group
Rhode Island
$134K +$77.3K +547 +130%
NICM
705
Neo Ivy Capital Management
New York
$131K -$522K -3,696 -80%
WAP
706
Wealthcare Advisory Partners
Pennsylvania
$127K +$15.7K +111 +14%
BCWM
707
Bartlett & Co Wealth Management
Ohio
$127K -$98.9K -700 -43%
BAM
708
Barrett Asset Management
New York
$123K
AIL
709
AGF Investments LLC
Ontario, Canada
$122K -$44.2K -313 -26%
AIM
710
Acropolis Investment Management
Missouri
$113K -$138K -975 -54%
ARMT
711
Amica Retiree Medical Trust
Rhode Island
$113K
BWA
712
Burt Wealth Advisors
Maryland
$112K
AIS
713
Accurate Investment Solutions
Pennsylvania
$112K +$114K +809 New
SWA
714
Sutton Wealth Advisors
Florida
$111K
CFGS
715
Concourse Financial Group Securities
Alabama
$105K +$45.7K +323 +74%
VFA
716
Valeo Financial Advisors
Indiana
$104K
HFM
717
Harvest Fund Management
China
$102K -$23.5K -166 -63%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
718
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$100K +$102K +720 New
TF
719
Tompkins Financial
New York
$98K +$6.36K +45 +7%
PCM
720
Pinz Capital Management
New York
$97K +$98.9K +700 New
HI
721
Human Investing
Oregon
$95K
APA
722
American Portfolios Advisors
New York
$94.5K +$3.39K +24 +4%
FHA
723
Flagship Harbor Advisors
Massachusetts
$83K +$6.36K +45 +8%
LFASL
724
Lugano Financial Advisors SA (LFA)
Switzerland
$83K +$85.1K +602 New
RMC
725
Resources Management Corp
Connecticut
$76K

MCK Hedge Fund Activity: Q4 2019 in Review

864 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2019, worth a combined $21.6B — down 0.65% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MCK positions and 72 closed out — a net gain of 41 holders — while 256 added to existing stakes and 359 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $213M. The largest seller was Kiltearn Partners, exiting entirely with an estimated $152M sold.

  • 864 institutional investors held McKesson (MCK) as of Q4 2019, up from 839 in Q3 2019.
  • Funds reported $21.6B of McKesson stock for Q4 2019, down 0.65% quarter-over-quarter.
  • 113 funds opened new McKesson positions in Q4 2019 and 72 closed out, a net change of +41 holders.
  • The largest McKesson buyer in Q4 2019 was Viking Global Investors, an estimated $213M added.
  • The largest McKesson seller in Q4 2019 was Kiltearn Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.