We are live on ! Find out more
MCK icon

McKesson

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801815 (+14)

0.01% more ownership

Funds ownership: 86.11%86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
751
Holt Capital Partners
Texas
$112K
Victory Capital Management
752
Victory Capital Management
Texas
$112K +$22.1K +124 +26%
EAMA
753
EFG Asset Management (Americas)
Florida
$111K +$48.2K +271 +83%
PSI
754
Pinnacle Summer Investments
Virginia
$110K +$71.2K +400 +237%
TWA
755
TCI Wealth Advisors
Arizona
$104K
PA
756
Perceptive Advisors
New York
$99K +$94.3K +530 New
NCMG
757
NCM Capital Management Group
North Carolina
$98K -$17.8K -100 -16%
WA
758
Waverly Advisors
Alabama
$92K
AP
759
Atwood & Palmer
Missouri
$88K +$84.5K +475 New
GI
760
Gradient Investments
Minnesota
$88K +$84.5K +475 New
PAS
761
Partnervest Advisory Services
California
$87K +$14.9K +84 +22%
EFSCE
762
Enterprise Financial Services Corp (EFSC)
Missouri
$85K
PAM
763
Paradigm Asset Management
New York
$83.8K -$605K -3,400 -88%
SNT
764
Security National Trust
West Virginia
$78K -$3.56K -20 -5%
RFS
765
Rockefeller Financial Services
New York
$78K +$21K +118 +39%
GAM
766
Gemmer Asset Management
California
$75K +$71.5K +402 New
ST
767
Spot Trading
Illinois
$74K -$152K -852 -68%
IRS
768
Invictus RG (Singapore)
Singapore
$64K -$186K -1,048 -75%
LWCFA
769
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63K
VIA
770
Vantage Investment Advisors
Pennsylvania
$62K
LWA
771
Lenox Wealth Advisors
New York
$60K +$10.3K +58 +22%
CFA
772
Carroll Financial Associates
North Carolina
$58K
PR
773
Payden & Rygel
California
$56K
RNS
774
Robert N. Shapiro
$56K
TWM
775
Torch Wealth Management
Ohio
$48K

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.