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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
726
Trust Company of Vermont
Vermont
$240K -$25.7K -175 -9%
BFPW
727
BOK Financial Private Wealth
Colorado
$240K -$8.24K -56 -3%
GWCM
728
Godshalk Welsh Capital Management
Pennsylvania
$239K -$173K -1,175 -41%
DWT
729
Dorsey & Whitney Trust
South Dakota
$235K +$64.1K +436 +35%
ZCA
730
Zeke Capital Advisors
Pennsylvania
$234K +$245K +1,665 New
FTIOP
731
Fiduciary Trust International of Pennsylvania
Pennsylvania
$233K -$14.7K -100 -6%
RWA
732
River Wealth Advisors
Pennsylvania
$228K +$238K +1,620 New
PP
733
Pegasus Partners
Wisconsin
$226K -$277K -1,884 -54%
NCCM
734
Nine Chapters Capital Management
New Jersey
$225K +$235K +1,600 New
WOC
735
West Oak Capital
California
$225K -$125K -847 -35%
ONB
736
Old National Bancorp
Indiana
$222K -$750K -5,101 -76%
BTW
737
Boston Trust Walden
Massachusetts
$221K +$25.7K +175 +12%
IAM
738
Impax Asset Management
New Hampshire
$219K +$14.7K +100 +7%
TWA
739
TCI Wealth Advisors
Arizona
$215K
CCA
740
Catalyst Capital Advisors
New York
$211K -$118K -800 -35%
TSS
741
Thomas Story & Son
Indiana
$211K
SGCA
742
Steel Grove Capital Advisors
Tennessee
$207K
WAM
743
Wealthspire Advisors (Maryland)
Maryland
$205K -$391K -2,661 -65%
GBT
744
Grove Bank & Trust
Florida
$204K -$27.7K -188 -11%
CNBT
745
Canandaigua National Bank & Trust
New York
$204K +$16.5K +112 +8%
CASB
746
Cape Ann Savings Bank
Massachusetts
$204K +$216K +1,466 New
DADC
747
D.A. Davidson & Co
Montana
$202K -$139K -945 -40%
WTB
748
Washington Trust Bank
Washington
$200K -$50.5K -343 -19%
BG
749
Bollard Group
Massachusetts
$199K +$11.9K +81 +6%
CFG
750
Citizens Financial Group
Rhode Island
$194K -$120K -817 -37%

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.