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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
726
Catalyst Capital Advisors
New York
$234K
TSS
727
Thomas Story & Son
Indiana
$234K
CRC
728
Curi RMB Capital
Illinois
$234K +$17.6K +119 +9%
TRCT
729
Tower Research Capital (TRC)
New York
$234K +$121K +814 +119%
SMFS
730
Squar Milner Financial Services
California
$234K +$197K +1,327 New
ECM
731
Evergreen Capital Management
Washington
$234K +$222K +1,500 New
DWA
732
Douglass Winthrop Advisors
New York
$231K -$18.2K -123 -8%
BTNA
733
Bremer Trust National Association
Minnesota
$229K -$61.8K -417 -22%
GWCM
734
Godshalk Welsh Capital Management
Pennsylvania
$226K
STMM
735
South Texas Money Management
Texas
$224K
TNBTD
736
Trustmark National Bank Trust Department
Mississippi
$223K -$10.4K -70 -5%
B
737
Bailard
California
$223K +$18.5K +125 +10%
BFM
738
Boothbay Fund Management
New York
$220K -$84.1K -568 -29%
WI
739
WrapManager Inc
California
$220K +$209K +1,410 New
BCMO
740
Buckingham Capital Management (Ohio)
Ohio
$218K -$8.89K -60 -4%
AWM
741
Aries Wealth Management
Maine
$218K +$190K +1,280 New
IIM
742
Intact Investment Management
Quebec, Canada
$218K +$207K +1,400 New
BWM
743
Biltmore Wealth Management
Arizona
$215K +$5.33K +36 +3%
SC
744
SRB Corp
Massachusetts
$215K +$26.5K +179 +15%
RFO
745
RiverGlades Family Offices
Florida
$215K +$204K +1,380 New
First Manhattan
746
First Manhattan
New York
$214K
BP
747
Ballentine Partners
Massachusetts
$212K +$3.85K +26 +2%
MF
748
Magnetar Financial
Illinois
$211K -$533K -3,601 -73%
PHK
749
Point72 Hong Kong
Hong Kong
$211K +$201K +1,356 New
LCM
750
Leisure Capital Management
California
$209K

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.