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McKesson

877 hedge funds and large institutions have $28.5B invested in McKesson in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 304 increasing their positions, 365 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.38% more ownership

Funds ownership: 85.87%88.25% (+2.4%)

5% less capital invested

Capital invested by funds: $29.9B → $28.5B (-$1.37B)

4% less funds holding

Funds holding: 909877 (-32)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

17% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 365

29% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 84

32% less call options, than puts

Call options by funds: $193M | Put options by funds: $286M

Holders
877
Holders Change
-32
Holders Change %
-3.52%
% of All Funds
21.86%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.47%
New
60
Increased
304
Reduced
365
Closed
84
Calls
$193M
Puts
$286M
Net Calls
-$93M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
726
Gideon Capital Advisors
New York
$220K +$223K +1,430 New
Bessemer Group
727
Bessemer Group
New Jersey
$219K -$21.4K -137 -9%
PFA
728
Pure Financial Advisors
California
$217K -$90.8K -582 -29%
Luther King Capital Management (LKCM)
729
Luther King Capital Management (LKCM)
Texas
$215K
KCP
730
KDI Capital Partners
North Carolina
$213K
CRC
731
Curi RMB Capital
Illinois
$212K +$1.25K +8 +0.6%
First Manhattan
732
First Manhattan
New York
$211K
LCM
733
Leisure Capital Management
California
$206K
BWM
734
Biltmore Wealth Management
Arizona
$206K +$209K +1,342 New
BP
735
Ballentine Partners
Massachusetts
$204K -$9.83K -63 -5%
YWP
736
YorkBridge Wealth Partners
New York
$204K +$6.24K +40 +3%
MC
737
MIG Capital
California
$203K +$206K +1,321 New
B
738
Bailard
California
$200K
WSFS
739
Wilmington Savings Fund Society
Delaware
$200K +$6.09K +39 +3%
TIA
740
Tiemann Investment Advisors
California
$199K
OAM
741
Oppenheimer Asset Management
New York
$193K +$25.9K +166 +15%
MA
742
MUFG Americas
New York
$188K +$16.7K +107 +10%
SC
743
SRB Corp
Massachusetts
$185K +$9.52K +61 +5%
MCA
744
Mercer Capital Advisers
New Jersey
$184K
1832 Asset Management
745
1832 Asset Management
Ontario, Canada
$183K -$2.09M -13,379 -92%
BL
746
Balentine LLC
Georgia
$163K -$10.6K -68 -6%
FMLI
747
Fukoku Mutual Life Insurance
Japan
$163K
ADL
748
Asset Dedication LLC
California
$155K +$156 +1 +0.1%
WAP
749
Wealthcare Advisory Partners
Pennsylvania
$155K +$158K +1,010 New
AP
750
Atwood & Palmer
Missouri
$154K

MCK Hedge Fund Activity: Q3 2017 in Review

877 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2017, worth a combined $28.5B — down 4.6% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of MCK and 60 opened new positions — a net loss of 24 holders — while 365 trimmed existing stakes and 304 added.

The largest buyer was Fidelity Investments, adding an estimated $245M. The largest seller was Two Sigma Investments, cutting an estimated $141M.

  • 877 institutional investors held McKesson (MCK) as of Q3 2017, down from 909 in Q2 2017.
  • Funds reported $28.5B of McKesson stock for Q3 2017, down 4.6% quarter-over-quarter.
  • 60 funds opened new McKesson positions in Q3 2017 and 84 closed out, a net change of -24 holders.
  • The largest McKesson buyer in Q3 2017 was Fidelity Investments, an estimated $245M added.
  • The largest McKesson seller in Q3 2017 was Two Sigma Investments, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2017.