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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
751
HighPoint Advisor Group
Illinois
$209K +$212K +1,431 New
SC
752
Sawyer & Company
Massachusetts
$208K +$197K +1,332 New
BTW
753
Boston Trust Walden
Massachusetts
$204K -$24.9K -168 -11%
Bessemer Group
754
Bessemer Group
New Jersey
$204K -$17.6K -119 -8%
CFSG
755
Community Financial Services Group
Vermont
$204K +$193K +1,305 New
TMAM
756
Tokio Marine Asset Management
Japan
$203K -$68.7K -464 -26%
WKWM
757
Walter & Keenan Wealth Management
Indiana
$203K -$37K -250 -16%
TIA
758
Tiemann Investment Advisors
California
$202K
BFPW
759
BOK Financial Private Wealth
Colorado
$201K -$21.5K -145 -10%
LNC
760
Lincoln National Corp
Pennsylvania
$200K +$190K +1,284 New
SLF
761
Sun Life Financial
Ontario, Canada
$196K -$161K -1,087 -46%
OWA
762
One Wealth Advisors
California
$196K +$187K +1,259 New
FWM
763
Focused Wealth Management
New York
$187K +$154K +1,040 +650%
YWP
764
YorkBridge Wealth Partners
New York
$185K -$16.9K -114 -9%
VCM
765
Virtue Capital Management
Tennessee
$180K +$171K +1,152 New
ARMT
766
Amica Retiree Medical Trust
Rhode Island
$179K -$246K -1,661 -59%
MA
767
MUFG Americas
New York
$179K -$11.4K -77 -6%
WAM
768
Wealthspire Advisors (Maryland)
Maryland
$167K +$18.5K +125 +13%
BL
769
Balentine LLC
Georgia
$166K
WG
770
Welch Group
Alabama
$166K +$16.9K +114 +12%
FMLI
771
Fukoku Mutual Life Insurance
Japan
$165K
WAP
772
Wealthcare Advisory Partners
Pennsylvania
$165K +$7.11K +48 +5%
ADL
773
Asset Dedication LLC
California
$163K +$4.89K +33 +3%
TCOV
774
Trust Company of Vermont
Vermont
$159K -$69.2K -467 -31%
BWA
775
Burt Wealth Advisors
Maryland
$156K

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.