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McKesson

856 hedge funds and large institutions have $19.6B invested in McKesson in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 322 increasing their positions, 324 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 79

7% more capital invested

Capital invested by funds: $18.3B → $19.6B (+$1.33B)

2.47% more ownership

Funds ownership: 85.21%87.68% (+2.5%)

0% more funds holding

Funds holding: 856856 (0)

1% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 324

22% less call options, than puts

Call options by funds: $86.2M | Put options by funds: $111M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
856
Holders Change
Holders Change %
0%
% of All Funds
18.52%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.15%
New
89
Increased
322
Reduced
324
Closed
79
Calls
$86.2M
Puts
$111M
Net Calls
-$24.9M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
726
San Francisco Sentry Investment Group
California
$52K -$4.44K -36 -8%
SNT
727
Security National Trust
West Virginia
$52K
OFS
728
Orrstown Financial Services
Pennsylvania
$51K -$9.87K -80 -16%
ONST
729
Old North State Trust
North Carolina
$50K +$5.31K +43 +11%
TL
730
TrueWealth LLC
Georgia
$49K -$617 -5 -1%
BBNA
731
Bremer Bank National Association
Minnesota
$49K +$51K +413 New
AF
732
Allworth Financial
California
$48K +$3.46K +28 +7%
EARNEST Partners
733
EARNEST Partners
Georgia
$47K -$57.8K -468 -54%
BWM
734
BerganKDV Wealth Management
Minnesota
$47K
CHC
735
City Holding Co
West Virginia
$47K
CAM
736
Cresset Asset Management
Illinois
$47K +$23.6K +191 +91%
GEA
737
Glen Eagle Advisors
New Jersey
$43.3K -$1.85K -15 -4%
PCP
738
Proficio Capital Partners
Massachusetts
$43K +$17.8K +144 +65%
MCM
739
Manchester Capital Management
Vermont
$41K
MMG
740
Monetary Management Group
Missouri
$41K
JFGIW
741
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K +$15.3K +124 +54%
CG
742
Cutler Group
California
$40K -$68.9K -558 -62%
CFG
743
Citizens Financial Group
Rhode Island
$40K -$1.85K -15 -4%
DBT
744
Dubuque Bank & Trust
Iowa
$40K +$21.7K +176 +107%
JIP
745
JBJ Investment Partners
South Carolina
$39K +$41.3K +335 New
SLF
746
Sun Life Financial
Ontario, Canada
$38K -$126K -1,023 -76%
TCM
747
Tradewinds Capital Management
Washington
$38K -$12.2K -99 -24%
JWA
748
JFS Wealth Advisors
Pennsylvania
$38K +$4.07K +33 +11%
PWMG
749
Prestige Wealth Management Group
New Jersey
$36K -$6.54K -53 -15%
IRC
750
Investors Research Corp
Georgia
$36K +$37.9K +307 New

MCK Hedge Fund Activity: Q1 2019 in Review

856 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2019, worth a combined $19.6B — up 7.3% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new MCK positions and 79 closed out — a net gain of 10 holders — while 322 added to existing stakes and 324 trimmed.

The largest buyer was Baupost Group, adding an estimated $135M. The largest seller was Wellington Management Group, cutting an estimated $129M.

  • 856 institutional investors held McKesson (MCK) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $19.6B of McKesson stock for Q1 2019, up 7.3% quarter-over-quarter.
  • 89 funds opened new McKesson positions in Q1 2019 and 79 closed out, a net change of +10 holders.
  • The largest McKesson buyer in Q1 2019 was Baupost Group, an estimated $135M added.
  • The largest McKesson seller in Q1 2019 was Wellington Management Group, an estimated $129M sold.

Based on aggregated 13F filings for Q1 2019.