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McKesson

864 hedge funds and large institutions have $21.6B invested in McKesson in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 256 increasing their positions, 359 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 72

3% more funds holding

Funds holding: 839864 (+25)

0.45% more ownership

Funds ownership: 86.26%86.7% (+0.45%)

1% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$141M)

1% less call options, than puts

Call options by funds: $164M | Put options by funds: $166M

29% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 359

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
864
Holders Change
+25
Holders Change %
+2.98%
% of All Funds
17.02%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.24%
New
113
Increased
256
Reduced
359
Closed
72
Calls
$164M
Puts
$166M
Net Calls
-$2M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
726
DZ Bank
Germany
$75K
CAC
727
Certified Advisory Corp
Florida
$73K -$48.8K -345 -39%
GLI
728
Guardian Life Insurance
New York
$73K -$1.55K -11 -2%
HWA
729
Heritage Wealth Advisors
Virginia
$70.3K
Credit Agricole
730
Credit Agricole
France
$69K
OPS
731
Orion Portfolio Solutions
Nebraska
$69K +$70.1K +496 New
ATC
732
Adirondack Trust Company
New York
$68K
KPW
733
Kore Private Wealth
New York
$66K +$67.8K +480 New
Loomis, Sayles & Company
734
Loomis, Sayles & Company
Massachusetts
$65K -$3.16M -22,373 -98%
SNT
735
Security National Trust
West Virginia
$64K +$2.83K +20 +5%
NG
736
NWK Group
California
$63K +$64.6K +457 New
VCM
737
Versant Capital Management
Arizona
$60K
TL
738
TrueWealth LLC
Georgia
$58K
NFG
739
Next Financial Group
Texas
$57K -$71.9K -509 -55%
PO
740
Private Ocean
California
$57K
WB
741
Webster Bank
Connecticut
$56K -$10.6K -75 -16%
PCM
742
Prelude Capital Management
New York
$56K +$57K +403 New
TI
743
tru Independence
Oregon
$56K +$58.5K +414 New
BWM
744
BerganKDV Wealth Management
Minnesota
$55K
CHC
745
City Holding Co
West Virginia
$55K
1W
746
1776 Wealth
Georgia
$55K +$56.5K +400 New
AF
747
Allworth Financial
California
$53K
ADL
748
Asset Dedication LLC
California
$53K +$6.08K +43 +12%
GEA
749
Glen Eagle Advisors
New Jersey
$51.2K
ONST
750
Old North State Trust
North Carolina
$51K -$4.24K -30 -7%

MCK Hedge Fund Activity: Q4 2019 in Review

864 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2019, worth a combined $21.6B — down 0.65% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MCK positions and 72 closed out — a net gain of 41 holders — while 256 added to existing stakes and 359 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $213M. The largest seller was Kiltearn Partners, exiting entirely with an estimated $152M sold.

  • 864 institutional investors held McKesson (MCK) as of Q4 2019, up from 839 in Q3 2019.
  • Funds reported $21.6B of McKesson stock for Q4 2019, down 0.65% quarter-over-quarter.
  • 113 funds opened new McKesson positions in Q4 2019 and 72 closed out, a net change of +41 holders.
  • The largest McKesson buyer in Q4 2019 was Viking Global Investors, an estimated $213M added.
  • The largest McKesson seller in Q4 2019 was Kiltearn Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.