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McKesson

925 hedge funds and large institutions have $44.6B invested in McKesson in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 332 increasing their positions, 355 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 48

24% more funds holding in top 10

Funds holding in top 10: 3847 (+9)

9% more capital invested

Capital invested by funds: $41.1B → $44.6B (+$3.5B)

4% more funds holding

Funds holding: 888925 (+37)

0.72% less ownership

Funds ownership: 85.73%85% (-0.72%)

6% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 355

30% less call options, than puts

Call options by funds: $120M | Put options by funds: $173M

Holders
925
Holders Change
+37
Holders Change %
+4.17%
% of All Funds
24.65%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
1.25%
New
96
Increased
332
Reduced
355
Closed
48
Calls
$120M
Puts
$173M
Net Calls
-$52.6M
Net Calls Change
+$77.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
726
Gotham Asset Management
New York
$385K +$378K +1,702 New
EP
727
Edgestream Partners
New Jersey
$385K +$378K +1,703 New
AUB
728
Atlantic Union Bankshares
Virginia
$383K
SPC
729
Sigma Planning Corp
Michigan
$382K +$374K +1,688 New
ECM
730
Everence Capital Management
Indiana
$381K
BDF
731
Balasa Dinverno & Foltz
$375K
Koshinski Asset Management
732
Koshinski Asset Management
Illinois
$375K
HIM
733
Hillsdale Investment Management
Ontario, Canada
$373K -$4.44K -20 -1%
WSFS
734
Wilmington Savings Fund Society
Delaware
$372K +$1.55K +7 +0.4%
CNBT
735
Canandaigua National Bank & Trust
New York
$369K +$9.98K +45 +3%
NFG
736
Nadler Financial Group
Illinois
$366K
VFA
737
Voya Financial Advisors
Connecticut
$365K +$354K +1,594 New
GIS
738
Guardian Investor Services
New York
$364K +$1.77K +8 +0.5%
TIA
739
Tiemann Investment Advisors
California
$363K +$22.2K +100 +7%
CCA
740
Checchi Capital Advisers
California
$363K +$43.3K +195 +14%
Two Sigma Investments
741
Two Sigma Investments
New York
$362K +$355K +1,600 New
IC
742
IKOS CIF
Cyprus
$361K -$19.3K -87 -5%
PP
743
Prudential plc
United Kingdom
$342K +$56.3K +254 +20%
FCH
744
Freestone Capital Holdings
Washington
$342K +$111K +501 +50%
RC
745
RBF Capital
California
$339K
TSS
746
Thomas Story & Son
Indiana
$339K
AI
747
Atria Investments
North Carolina
$333K -$371K -1,674 -53%
LCM
748
Leisure Capital Management
California
$331K -$11.1K -50 -3%
BRWA
749
B. Riley Wealth Advisors
Florida
$329K +$67.9K +306 +27%
BTW
750
Boston Trust Walden
Massachusetts
$328K -$11.1K -50 -3%

MCK Hedge Fund Activity: Q1 2015 in Review

925 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2015, worth a combined $44.6B — up 8.5% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new MCK positions and 48 closed out — a net gain of 48 holders — while 332 added to existing stakes and 355 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $489M. The largest seller was Maverick Capital, cutting an estimated $194M.

  • 925 institutional investors held McKesson (MCK) as of Q1 2015, up from 888 in Q4 2014.
  • Funds reported $44.6B of McKesson stock for Q1 2015, up 8.5% quarter-over-quarter.
  • 96 funds opened new McKesson positions in Q1 2015 and 48 closed out, a net change of +48 holders.
  • The largest McKesson buyer in Q1 2015 was JP Morgan Chase, an estimated $489M added.
  • The largest McKesson seller in Q1 2015 was Maverick Capital, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2015.