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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
Jacobs Levy Equity Management
51
Jacobs Levy Equity Management
New Jersey
$71.4M -$10.9M -74,221 -12%
Victory Capital Management
52
Victory Capital Management
Texas
$70.7M +$29.4M +200,676 +62%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$67.8M -$5.64M -38,527 -7%
AAMU
54
Amundi Asset Management US
Massachusetts
$63.1M -$16.6M -113,663 -12%
PI
55
Putnam Investments
Massachusetts
$62.4M -$626K -4,276 -0.9%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$62M -$7.04M -48,034 -9%
Barclays
57
Barclays
United Kingdom
$58.9M -$28.9M -197,383 -31%
Ninety One (UK)
58
Ninety One (UK)
United Kingdom
$58.2M -$13.8M -94,262 -18%
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$57.4M +$12.7M +86,784 +26%
RAM
60
RWC Asset Management
United Kingdom
$57.3M -$21M -143,169 -25%
Canada Pension Plan Investment Board
61
Canada Pension Plan Investment Board
Ontario, Canada
$55.9M +$28.7M +195,643 +90%
Morgan Stanley
62
Morgan Stanley
New York
$55.5M -$3.54M -24,170 -6%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$49.2M -$14.1M -96,086 -21%
BNP Paribas Asset Management
64
BNP Paribas Asset Management
France
$49.1M -$9.04M -61,707 -15%
TG
65
TCW Group
California
$48.8M -$2.78M -19,000 -5%
Prudential Financial
66
Prudential Financial
New Jersey
$48.7M -$2.82M -19,264 -5%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$47M +$38.2M +260,822 +300%
PHS
68
PFM Health Sciences
California
$46.5M +$50.4M +343,950 New
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$46.4M -$16.6M -113,096 -25%
EIC
70
Equity Investment Corp
Georgia
$46.1M -$7.18M -49,051 -13%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$45.8M -$15.8M -107,555 -24%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$45.2M +$48.5K +331 +0.1%
APG Asset Management
73
APG Asset Management
Netherlands
$45.1M -$153M -1,042,031 -76%
SO
74
STRS Ohio
Ohio
$44.8M +$17M +115,740 +54%
Truist Financial
75
Truist Financial
North Carolina
$44.4M -$12.4M -84,384 -20%

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.