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McKesson

877 hedge funds and large institutions have $28.5B invested in McKesson in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 304 increasing their positions, 365 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.38% more ownership

Funds ownership: 85.87%88.25% (+2.4%)

5% less capital invested

Capital invested by funds: $29.9B → $28.5B (-$1.37B)

4% less funds holding

Funds holding: 909877 (-32)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

17% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 365

29% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 84

32% less call options, than puts

Call options by funds: $193M | Put options by funds: $286M

Holders
877
Holders Change
-32
Holders Change %
-3.52%
% of All Funds
21.86%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.47%
New
60
Increased
304
Reduced
365
Closed
84
Calls
$193M
Puts
$286M
Net Calls
-$93M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
751
Burt Wealth Advisors
Maryland
$154K
TF
752
Tompkins Financial
New York
$151K +$30.4K +195 +25%
FMT
753
First Mercantile Trust
Tennessee
$151K +$83.2K +533 +118%
VIA
754
Virtus Investment Advisers
Connecticut
$147K -$16.7K -107 -10%
WG
755
Welch Group
Alabama
$146K -$11.7K -75 -7%
WAM
756
Wealthspire Advisors (Maryland)
Maryland
$146K -$11.4K -73 -7%
VC
757
Vestor Capital
Illinois
$140K -$51.5K -330 -27%
GEA
758
Glen Eagle Advisors
New Jersey
$138K -$140K -900 -50%
BAM
759
Barrett Asset Management
New York
$137K
SNT
760
Security National Trust
West Virginia
$134K -$2.34K -15 -2%
KPCM
761
Kings Point Capital Management
New York
$134K
SWA
762
Sutton Wealth Advisors
Florida
$125K
CBT
763
Central Bank & Trust
Kentucky
$123K
CFA
764
Carroll Financial Associates
North Carolina
$120K +$1.72K +11 +1%
OFS
765
Orrstown Financial Services
Pennsylvania
$118K +$1.72K +11 +1%
MMG
766
Monetary Management Group
Missouri
$111K -$1.21M -7,724 -91%
NAMA
767
Nikko Asset Management Americas
New York
$108K +$109K +700 New
MCM
768
Manchester Capital Management
Vermont
$106K -$93.7K -600 -47%
TRCT
769
Tower Research Capital (TRC)
New York
$105K +$78K +500 +275%
ABA
770
American Beacon Advisors
Texas
$104K
WB
771
Webster Bank
Connecticut
$102K
Acadian Asset Management
772
Acadian Asset Management
Massachusetts
$97K -$398K -2,548 -80%
M
773
MOTCO
Texas
$93K -$37.1K -238 -28%
RWA
774
Ropes Wealth Advisors
Massachusetts
$88K
CFG
775
Citizens Financial Group
Rhode Island
$87K -$37.9K -243 -30%

MCK Hedge Fund Activity: Q3 2017 in Review

877 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2017, worth a combined $28.5B — down 4.6% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of MCK and 60 opened new positions — a net loss of 24 holders — while 365 trimmed existing stakes and 304 added.

The largest buyer was Fidelity Investments, adding an estimated $245M. The largest seller was Two Sigma Investments, cutting an estimated $141M.

  • 877 institutional investors held McKesson (MCK) as of Q3 2017, down from 909 in Q2 2017.
  • Funds reported $28.5B of McKesson stock for Q3 2017, down 4.6% quarter-over-quarter.
  • 60 funds opened new McKesson positions in Q3 2017 and 84 closed out, a net change of -24 holders.
  • The largest McKesson buyer in Q3 2017 was Fidelity Investments, an estimated $245M added.
  • The largest McKesson seller in Q3 2017 was Two Sigma Investments, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2017.