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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
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$99.6M +$533K +3,639 +0.5%
N
52
Natixis
France
$95.2M +$92.7M +633,188 +7,323%
PI
53
Putnam Investments
Massachusetts
$94.2M +$44.7M +304,901 +92%
NI
54
Numeric Investors
Massachusetts
$93.7M -$10.6M -72,300 -10%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$93.4M -$433K -2,959 -0.5%
EIC
56
Equity Investment Corp
Georgia
$92.6M +$35.4M +241,552 +63%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$90.8M -$82M -559,889 -48%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$90.3M -$207K -1,411 -0.2%
UBS Group
59
UBS Group
Switzerland
$86.8M -$10.9M -74,713 -11%
PP
60
Prudential plc
United Kingdom
$78.1M +$76.7M +524,000 +18,069%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75M +$31.4M +214,117 +73%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$74.6M +$630K +4,300 +0.9%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$68.7M +$48.6K +332 +0.1%
SO
64
STRS Ohio
Ohio
$67.1M -$4.26M -29,091 -6%
GC
65
Guggenheim Capital
Illinois
$66.5M +$6.53M +44,567 +11%
H
66
Hexavest
Quebec, Canada
$66M +$5.33M +36,404 +9%
PPA
67
Parametric Portfolio Associates
Washington
$65.8M +$2.54M +17,315 +4%
LSV Asset Management
68
LSV Asset Management
Illinois
$65M +$14.8M +101,200 +30%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$62.5M -$6.78M -46,300 -10%
CI
70
Cambiar Investors
Colorado
$61.9M -$4.94M -33,738 -7%
TCP
71
Tourbillon Capital Partners
New York
$60.6M +$59.9M +409,000 New
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$60M +$5.85M +39,910 +11%
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$58.6M -$4.39M -30,000 -7%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$55.4M -$3.8M -25,970 -7%
FMI
75
Factory Mutual Insurance
Massachusetts
$54M -$586K -4,000 -1%

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.