McKesson
703 hedge funds and large institutions have $25.1B invested in McKesson in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 254 increasing their positions, 291 reducing their positions, and 29 closing their positions.
114% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 29
20% more funds holding in top 10
Funds holding in top 10: 25 → 30 (+5)
12% more capital invested
Capital invested by funds: $22.3B → $25.1B (+$2.77B)
4% more funds holding
Funds holding: 678 → 703 (+25)
0.47% more ownership
Funds ownership: 85.26% → 85.73% (+0.47%)
10% less call options, than puts
Call options by funds: $132M | Put options by funds: $147M
13% less repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 291
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$133M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$86.3M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$78.6M |
| 4 |
SC
Samlyn Capital
New York
|
+$77.6M |
| 5 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
|
+$75.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$229M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$202M |
| 3 |
SC
Sculptor Capital
New York
|
-$122M |
| 4 |
Lazard Asset Management
New York
|
-$114M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APU
726
Alpine Partners USVI
St. Thomas,
U.S. Virgin Islands
| – | -$309K | -2,700 | Closed |
|
|
KFC
727
Klingenstein Fields & Co
New York
| – | -$293K | -2,560 | Closed |
|
728
Cohen & Steers
New York
| – | -$132K | -1,150 | Closed |
|
729
Walleye Trading
New York
| – | -$132K | -1,076 | Closed |
|
|
PFO
730
Pathstone Family Office
Englewood,
New Jersey
| – | -$50K | -439 | Closed |
|
|
HRIA
731
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| – | -$23K | -200 | Closed |
|
|
ECAM
732
East Coast Asset Management
Essex,
Massachusetts
| – | -$11K | -100 | Closed |
|
|
LWA
733
Lenox Wealth Advisors
New York
| – | -$10K | -90 | Closed |
|
MCK Hedge Fund Activity: Q3 2013 in Review
703 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2013, worth a combined $25.1B — up 12% from $22.3B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new MCK positions and 29 closed out — a net gain of 33 holders — while 254 added to existing stakes and 291 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $229M.
- 703 institutional investors held McKesson (MCK) as of Q3 2013, up from 678 in Q2 2013.
- Funds reported $25.1B of McKesson stock for Q3 2013, up 12% quarter-over-quarter.
- 62 funds opened new McKesson positions in Q3 2013 and 29 closed out, a net change of +33 holders.
- The largest McKesson buyer in Q3 2013 was JP Morgan Chase, an estimated $133M added.
- The largest McKesson seller in Q3 2013 was Fidelity Investments, an estimated $229M sold.
Based on aggregated 13F filings for Q3 2013.