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McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
701
Carroll Financial Associates
North Carolina
$133K -$22.3K -152 -13%
Acadian Asset Management
702
Acadian Asset Management
Massachusetts
$130K -$3.81M -26,008 -96%
CFG
703
Citizens Financial Group
Rhode Island
$130K -$586 -4 -0.4%
NIM
704
NuWave Investment Management
New Jersey
$129K -$123K -843 -47%
BAM
705
Barrett Asset Management
New York
$121K
First Manhattan
706
First Manhattan
New York
$110K -$72.5K -495 -38%
BWA
707
Burt Wealth Advisors
Maryland
$110K
SWA
708
Sutton Wealth Advisors
Florida
$109K +$439 +3 +0.4%
AIS
709
Accurate Investment Solutions
Pennsylvania
$109K
PRC
710
Pearl River Capital
Michigan
$105K -$106K -727 -48%
WAM
711
Wolverine Asset Management
Illinois
$99K +$107K +732 New
CFGS
712
Concourse Financial Group Securities
Alabama
$98K -$5.57K -38 -5%
TF
713
Tompkins Financial
New York
$95K
HI
714
Human Investing
Oregon
$93K
VFA
715
Valeo Financial Advisors
Indiana
$87K -$14.6K -100 -13%
LFASL
716
Lugano Financial Advisors SA (LFA)
Switzerland
$86K
KPW
717
Kore Private Wealth
New York
$85K +$21.2K +145 +30%
1W
718
1776 Wealth
Georgia
$82K +$29.3K +200 +50%
CG
719
Cutler Group
California
$81K -$268K -1,829 -75%
OPS
720
Orion Portfolio Solutions
Nebraska
$77K +$10.7K +73 +15%
RMC
721
Resources Management Corp
Connecticut
$74K
CAC
722
Certified Advisory Corp
Florida
$72K +$146 +1 +0.2%
APA
723
American Portfolios Advisors
New York
$71.9K -$22.3K -152 -22%
WAP
724
Wealthcare Advisory Partners
Pennsylvania
$71K -$57.4K -392 -43%
FHA
725
Flagship Harbor Advisors
Massachusetts
$71K -$11.6K -79 -13%

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.