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McKesson

904 hedge funds and large institutions have $23.9B invested in McKesson in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 325 increasing their positions, 351 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 66

2% more funds holding

Funds holding: 890904 (+14)

6% more call options, than puts

Call options by funds: $243M | Put options by funds: $228M

0.45% less ownership

Funds ownership: 89.38%88.92% (-0.45%)

7% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 351

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

8% less capital invested

Capital invested by funds: $26B → $23.9B (-$2.04B)

Holders
904
Holders Change
+14
Holders Change %
+1.57%
% of All Funds
20.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
86
Increased
325
Reduced
351
Closed
66
Calls
$243M
Puts
$228M
Net Calls
+$14.3M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
726
Fuller & Thaler Asset Management
California
$173K
JA
727
JOYN Advisors
Georgia
$168K -$312K -2,130 -63%
YWP
728
YorkBridge Wealth Partners
New York
$167K
OWA
729
One Wealth Advisors
California
$165K -$6.43K -44 -3%
CPA
730
Clear Perspective Advisors
Illinois
$162K -$44.6K -305 -20%
WAP
731
Wealthcare Advisory Partners
Pennsylvania
$162K +$23.4K +160 +15%
ABA
732
American Beacon Advisors
Texas
$162K +$58.6K +401 +49%
JCM
733
Jacobi Capital Management
Pennsylvania
$161K +$32.6K +223 +23%
FWM
734
Focused Wealth Management
New York
$160K
PCM
735
Princeton Capital Management
New Jersey
$158K
ARMT
736
Amica Retiree Medical Trust
Rhode Island
$153K
Capstone Investment Advisors
737
Capstone Investment Advisors
New York
$144K +$158K +1,083 New
FMLI
738
Fukoku Mutual Life Insurance
Japan
$141K
TCOV
739
Trust Company of Vermont
Vermont
$140K +$1.46K +10 +1%
ADL
740
Asset Dedication LLC
California
$139K +$439 +3 +0.3%
BWA
741
Burt Wealth Advisors
Maryland
$133K
CAC
742
Certified Advisory Corp
Florida
$129K +$293 +2 +0.2%
ACS
743
Archford Capital Strategies
Illinois
$128K +$7.17K +49 +5%
SFM
744
Signet Financial Management
New Jersey
$126K
Bessemer Group
745
Bessemer Group
New Jersey
$125K -$54.7K -374 -29%
FHA
746
Flagship Harbor Advisors
Massachusetts
$118K +$130K +888 New
KPCM
747
Kings Point Capital Management
New York
$116K
WAM
748
Wealthspire Advisors (Maryland)
Maryland
$114K -$14.5K -99 -10%
FL
749
Fort LP
Maryland
$110K +$121K +827 New
SWA
750
Sutton Wealth Advisors
Florida
$108K -$731 -5 -0.6%

MCK Hedge Fund Activity: Q2 2018 in Review

904 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2018, worth a combined $23.9B — down 7.9% from $26B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new MCK positions and 66 closed out — a net gain of 20 holders — while 325 added to existing stakes and 351 trimmed.

The largest buyer was Boston Partners, adding an estimated $322M. The largest seller was Fidelity Investments, cutting an estimated $329M.

  • 904 institutional investors held McKesson (MCK) as of Q2 2018, up from 890 in Q1 2018.
  • Funds reported $23.9B of McKesson stock for Q2 2018, down 7.9% quarter-over-quarter.
  • 86 funds opened new McKesson positions in Q2 2018 and 66 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2018 was Boston Partners, an estimated $322M added.
  • The largest McKesson seller in Q2 2018 was Fidelity Investments, an estimated $329M sold.

Based on aggregated 13F filings for Q2 2018.