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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
726
SSI Investment Management
California
$390K
SIG
727
Schooner Investment Group
Pennsylvania
$389K
CF
728
CenterStar Fund
Illinois
$388K
FTIOP
729
Fiduciary Trust International of Pennsylvania
Pennsylvania
$388K +$96.3K +510 +35%
SPC
730
Sigma Planning Corp
Michigan
$384K +$152K +806 +71%
PAG
731
Private Advisor Group
New Jersey
$380K -$65.7K -348 -15%
KFS
732
Kurt F. Somerville
$376K +$360K +1,905 New
MM
733
Midas Management
New York
$374K +$358K +1,895 New
SBIA
734
Sheaff Brock Investment Advisors
Indiana
$374K +$358K +1,895 New
CRC
735
Curi RMB Capital
Illinois
$373K -$57.4K -304 -14%
CMANY
736
Capital Management Associates (New York)
New York
$373K +$18.9K +100 +6%
DT
737
Diversified Trust
Tennessee
$371K +$20.8K +110 +6%
CCM
738
Catawba Capital Management
Virginia
$370K +$3.78K +20 +1%
ANRIA
739
American National Registered Investment Advisor
Texas
$369K
GW
740
GW & Wade
Massachusetts
$369K +$6.23K +33 +2%
AIM
741
Assured Investment Management
New York
$368K -$1.35M -7,170 -79%
NCM
742
Neumann Capital Management
California
$368K +$12.3K +65 +4%
PIM
743
Partner Investment Management
California
$368K +$352K +1,864 New
HIM
744
Hillsdale Investment Management
Ontario, Canada
$365K +$75.5K +400 +28%
IR
745
Invictus RG
Bermuda
$362K +$346K +1,835 New
MI
746
Montage Investments
Kansas
$362K +$346K +1,835 New
Koshinski Asset Management
747
Koshinski Asset Management
Illinois
$361K -$5.85K -31 -2%
Fidelity International
748
Fidelity International
Bermuda
$361K +$346K +1,831 New
TWA
749
TCI Wealth Advisors
Arizona
$349K
SEIA
750
Signature Estate & Investment Advisors
California
$341K -$146K -775 -31%

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.