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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
751
First Manhattan
New York
$193K -$12.9K -88 -6%
BFEC
752
Benjamin F. Edwards & Company
Missouri
$188K
TG
753
TLP Group
Illinois
$188K +$197K +1,338 New
SPIA
754
Steward Partners Investment Advisory
New York
$188K +$197K +1,339 New
SF
755
Synovus Financial
Georgia
$185K -$83.4K -567 -30%
GWM
756
Geneos Wealth Management
Colorado
$182K +$29.4K +200 +18%
SOADOR
757
State of Alaska Department of Revenue
Alaska
$179K +$12.5K +85 +7%
SC
758
SRB Corp
Massachusetts
$170K +$58.4K +397 +49%
MCA
759
Mercer Capital Advisers
New Jersey
$168K
YWP
760
YorkBridge Wealth Partners
New York
$168K +$173K +1,175 New
KPCM
761
Kings Point Capital Management
New York
$160K
WEC
762
Winslow Evans & Crocker
Massachusetts
$157K +$58.8K +400 +56%
FMLI
763
Fukoku Mutual Life Insurance
Japan
$149K -$14.7K -100 -9%
MCM
764
Manchester Capital Management
Vermont
$147K
BWA
765
Burt Wealth Advisors
Maryland
$140K
M
766
MOTCO
Texas
$134K +$19K +129 +16%
ADL
767
Asset Dedication LLC
California
$127K -$20.3K -138 -13%
LCM
768
Laurion Capital Management
New York
$126K -$21.5M -146,400 -99%
SNT
769
Security National Trust
West Virginia
$125K
BAM
770
Barrett Asset Management
New York
$125K +$13.4K +91 +11%
TF
771
Tompkins Financial
New York
$124K
GLI
772
Guardian Life Insurance
New York
$122K +$3.53K +24 +3%
CFA
773
Carroll Financial Associates
North Carolina
$116K -$14K -95 -10%
PCM
774
Prelude Capital Management
New York
$115K -$188K -1,281 -61%
SWA
775
Sutton Wealth Advisors
Florida
$113K +$883 +6 +0.7%

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.