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McKesson

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801815 (+14)

0.01% more ownership

Funds ownership: 86.11%86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FTIOP
726
Fiduciary Trust International of Pennsylvania
Pennsylvania
$207K +$197K +1,110 New
CCMG
727
Clark Capital Management Group
Pennsylvania
$206K -$17.4K -98 -8%
TC
728
TradeLink Capital
Illinois
$206K +$197K +1,107 New
HCC
729
Hirtle Callaghan & Co
Pennsylvania
$204K
NPC
730
National Planning Corporation
California
$202K +$193K +1,086 New
W
731
Wealthfront
California
$201K +$55.2K +310 +41%
GGPS
732
Gary Goldberg Planning Services
New York
$201K +$192K +1,080 New
FMLI
733
Fukoku Mutual Life Insurance
Japan
$197K -$17.8K -100 -9%
HDIM
734
Hanson & Doremus Investment Management
Vermont
$195K -$169K -950 -48%
ClearBridge Investments
735
ClearBridge Investments
New York
$194K
WF
736
WealthTrust Fairport
Ohio
$186K
Bessemer Group
737
Bessemer Group
New Jersey
$177K +$101K +568 +147%
SAMC
738
Shinko Asset Management Company
Japan
$173K
ATC
739
Adirondack Trust Company
New York
$172K
BC
740
Bartlett & Co
Ohio
$170K
NYLT
741
New York Life Trust
New York
$154K -$2.67K -15 -2%
NYLIM
742
New York Life Investment Management
New York
$149K -$107K -600 -43%
BAM
743
Barrett Asset Management
New York
$149K
KPCM
744
Kings Point Capital Management
New York
$147K -$19.7K -111 -12%
M&T Bank
745
M&T Bank
New York
$147K +$1.78K +10 +1%
TWI
746
Thomas White International
Illinois
$134K +$1.25K +7 +1%
FANJ
747
Financial Architects (New Jersey)
New Jersey
$129K +$123K +692 New
BRWA
748
B. Riley Wealth Advisors
Florida
$123K +$117K +659 New
SF
749
Synovus Financial
Georgia
$117K -$17.8K -100 -14%
NIM
750
NuWave Investment Management
New Jersey
$117K +$97.9K +550 +705%

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.