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McKesson

1,098 hedge funds and large institutions have $31.9B invested in McKesson in 2021 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 357 increasing their positions, 360 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 50

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

50% more call options, than puts

Call options by funds: $456M | Put options by funds: $304M

21% more capital invested

Capital invested by funds: $26.3B → $31.9B (+$5.58B)

14% more funds holding

Funds holding: 9671,098 (+131)

0.83% less ownership

Funds ownership: 85.43%84.6% (-0.83%)

1% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 360

Holders
1,098
Holders Change
+131
Holders Change %
+13.55%
% of All Funds
16.9%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.38%
New
197
Increased
357
Reduced
360
Closed
50
Calls
$456M
Puts
$304M
Net Calls
+$152M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
701
Groesbeck Investment Management
New Jersey
$473K
B
702
Barings
North Carolina
$468K
DMBA
703
Deseret Mutual Benefit Administrators
Utah
$466K
FG
704
Fiduciary Group
Georgia
$465K +$8.78K +40 +2%
BRWA
705
B. Riley Wealth Advisors
Florida
$465K +$29.2K +133 +8%
MYAM
706
Meiji Yasuda Asset Management
Japan
$456K +$26.3K +120 +7%
WI
707
Wahed Invest
New York
$455K +$402K +1,829 New
ES
708
Eagle Strategies
New York
$449K +$396K +1,806 New
DY
709
Dowling & Yahnke
California
$441K -$12.1K -55 -3%
TWA
710
TCI Wealth Advisors
Arizona
$441K
PTC
711
Private Trust Company
Ohio
$440K -$16.7K -76 -4%
SAM
712
Synergy Asset Management
Washington
$439K +$13K +59 +3%
GSWM
713
Greenup Street Wealth Management
Michigan
$439K +$388K +1,768 New
UB
714
UMB Bank
Missouri
$438K +$386K +1,759 New
CIA
715
Choate Investment Advisors
Massachusetts
$437K
BSW
716
Buckingham Strategic Wealth
Missouri
$436K +$9.44K +43 +3%
FRM
717
Fox Run Management
Connecticut
$433K +$383K +1,743 New
OWM
718
Opes Wealth Management
California
$431K +$495K +2,254 New
CIC
719
Carnegie Investment Counsel
Ohio
$430K -$659 -3 -0.2%
BOM
720
Bank of Marin
California
$428K +$2.19K +10 +0.6%
CCM
721
Coldstream Capital Management
Washington
$427K +$378K +1,720 New
RWA
722
River Wealth Advisors
Pennsylvania
$420K +$26.3K +120 +8%
LNC
723
Lincoln National Corp
Pennsylvania
$418K +$30.1K +137 +9%
AIA
724
Angeles Investment Advisors
California
$417K +$17.8K +81 +5%
OPA
725
Old Port Advisors
Maine
$417K +$20.6K +94 +6%

MCK Hedge Fund Activity: Q4 2021 in Review

1,098 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2021, worth a combined $31.9B — up 21% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new MCK positions and 50 closed out — a net gain of 147 holders — while 357 added to existing stakes and 360 trimmed.

The largest buyer was Samlyn Capital, opening a new position worth an estimated $70.2M. The largest seller was Nordea Investment Management, cutting an estimated $323M.

  • 1,098 institutional investors held McKesson (MCK) as of Q4 2021, up from 967 in Q3 2021.
  • Funds reported $31.9B of McKesson stock for Q4 2021, up 21% quarter-over-quarter.
  • 197 funds opened new McKesson positions in Q4 2021 and 50 closed out, a net change of +147 holders.
  • The largest McKesson buyer in Q4 2021 was Samlyn Capital, an estimated $70.2M added.
  • The largest McKesson seller in Q4 2021 was Nordea Investment Management, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2021.