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McKesson

856 hedge funds and large institutions have $19.6B invested in McKesson in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 322 increasing their positions, 324 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 79

7% more capital invested

Capital invested by funds: $18.3B → $19.6B (+$1.33B)

2.47% more ownership

Funds ownership: 85.21%87.68% (+2.5%)

0% more funds holding

Funds holding: 856856 (0)

1% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 324

22% less call options, than puts

Call options by funds: $86.2M | Put options by funds: $111M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
856
Holders Change
Holders Change %
0%
% of All Funds
18.52%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.15%
New
89
Increased
322
Reduced
324
Closed
79
Calls
$86.2M
Puts
$111M
Net Calls
-$24.9M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Change in
Stake
SPL
751
Smart Portfolios LLC
Washington
$35K +$37K +300 New
GT
752
Glenmede Trust
Pennsylvania
$34.3K +$35M +283,535 +3,051%
WEC
753
Winslow Evans & Crocker
Massachusetts
$34K
OIA
754
OneDigital Investment Advisors
Kansas
$34K +$1.73K +14 +5%
ADL
755
Asset Dedication LLC
California
$31K -$98.3K -796 -76%
BFC
756
Bedel Financial Consulting
Indiana
$28K
LC
757
Lindbrook Capital
California
$27K +$2.96K +24 +11%
MSFP
758
Mark Sheptoff Financial Planning
Connecticut
$27K +$28.4K +230 New
ClearBridge Investments
759
ClearBridge Investments
New York
$26K -$123 -1 -0.4%
AIM
760
Advantage Investment Management
Iowa
$25K +$1.48K +12 +6%
GAM
761
Gemmer Asset Management
California
$24K +$123 +1 +0.5%
NCM
762
Nelson Capital Management
California
$24K +$25.1K +203 New
TFGT
763
TS Financial Group (TSFG)
Illinois
$23K +$24.4K +198 New
CA
764
Crewe Advisors
Utah
$22K
M
765
MOTCO
Texas
$21K -$7.65K -62 -26%
ST
766
Smithfield Trust
Pennsylvania
$21K
WPA
767
West Paces Advisors
Georgia
$20.6K +$6.17K +50 +40%
CLOS
768
Compagnie Lombard Odier SCmA
Switzerland
$20K
LFA
769
Legacy Financial Advisors
Kentucky
$20K
PFBT
770
Parkside Financial Bank & Trust
Missouri
$20K +$6.29K +51 +43%
GSWM
771
Golden State Wealth Management
California
$20K +$21K +170 New
FNB
772
Farmers National Bank
Kentucky
$20K +$21.1K +171 New
PO
773
Private Ocean
California
$19K
ZB
774
Zions Bancorporation
Utah
$19K +$864 +7 +5%
CFB
775
Cullen/Frost Bankers
Texas
$19K +$19.5K +158 New

MCK Hedge Fund Activity: Q1 2019 in Review

856 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2019, worth a combined $19.6B — up 7.3% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new MCK positions and 79 closed out — a net gain of 10 holders — while 322 added to existing stakes and 324 trimmed.

The largest buyer was Baupost Group, adding an estimated $135M. The largest seller was Wellington Management Group, cutting an estimated $129M.

  • 856 institutional investors held McKesson (MCK) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $19.6B of McKesson stock for Q1 2019, up 7.3% quarter-over-quarter.
  • 89 funds opened new McKesson positions in Q1 2019 and 79 closed out, a net change of +10 holders.
  • The largest McKesson buyer in Q1 2019 was Baupost Group, an estimated $135M added.
  • The largest McKesson seller in Q1 2019 was Wellington Management Group, an estimated $129M sold.

Based on aggregated 13F filings for Q1 2019.