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McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
726
Golden State Wealth Management
California
$71K +$77K +526 New
HWA
727
Heritage Wealth Advisors
Virginia
$68.7K
Credit Agricole
728
Credit Agricole
France
$68K
ATC
729
Adirondack Trust Company
New York
$65K
NG
730
NWK Group
California
$62K
SNT
731
Security National Trust
West Virginia
$62K
FAM
732
Fred Alger Management
New York
$62K +$33.7K +230 +101%
VCM
733
Versant Capital Management
Arizona
$59K +$1.02K +7 +2%
IUHSA
734
Itau Unibanco Holding S.A.
Brazil
$59K +$64.2K +438 New
TL
735
TrueWealth LLC
Georgia
$56K
WB
736
Webster Bank
Connecticut
$55K
HIA
737
Harbor Investment Advisory
Maryland
$55K +$59.2K +404 New
CA
738
Clearstead Advisors
Ohio
$55K +$59.3K +405 New
NFG
739
Next Financial Group
Texas
$54K -$1.61K -11 -3%
BWM
740
BerganKDV Wealth Management
Minnesota
$54K
CHC
741
City Holding Co
West Virginia
$54K
CIA
742
CSat Investment Advisory
Michigan
$54K +$5.42K +37 +10%
QAM
743
QCI Asset Management
New York
$54K +$54.9K +375 +1,500%
PO
744
Private Ocean
California
$52K -$2.64K -18 -4%
AF
745
Allworth Financial
California
$52K +$439 +3 +0.8%
KPCM
746
Kings Point Capital Management
New York
$50K
PCM
747
Prelude Capital Management
New York
$49K -$5.86K -40 -10%
PWMG
748
Prestige Wealth Management Group
New Jersey
$49K +$6.59K +45 +14%
ADL
749
Asset Dedication LLC
California
$47K -$6.3K -43 -11%
CYG
750
Clean Yield Group
Vermont
$47K

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.