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McKesson

864 hedge funds and large institutions have $21.6B invested in McKesson in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 256 increasing their positions, 359 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 72

3% more funds holding

Funds holding: 839864 (+25)

0.45% more ownership

Funds ownership: 86.26%86.7% (+0.45%)

1% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$141M)

1% less call options, than puts

Call options by funds: $164M | Put options by funds: $166M

29% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 359

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
864
Holders Change
+25
Holders Change %
+2.98%
% of All Funds
17.02%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.24%
New
113
Increased
256
Reduced
359
Closed
72
Calls
$164M
Puts
$166M
Net Calls
-$2M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
751
Kings Point Capital Management
New York
$51K -$707 -5 -1%
JWA
752
JFS Wealth Advisors
Pennsylvania
$50K
CIA
753
CSat Investment Advisory
Michigan
$50K +$8.48K +60 +20%
CYG
754
Clean Yield Group
Vermont
$48K
MCM
755
Manchester Capital Management
Vermont
$48K
TCM
756
Tradewinds Capital Management
Washington
$45K
PMFA
757
Plante Moran Financial Advisors
Michigan
$45K +$45.9K +325 New
PWMG
758
Prestige Wealth Management Group
New Jersey
$44K
APWM
759
Atlas Private Wealth Management
New York
$43K +$43.5K +308 New
IRC
760
Investors Research Corp
Georgia
$42K
SFSIG
761
San Francisco Sentry Investment Group
California
$41K -$13.6K -96 -25%
LC
762
Lindbrook Capital
California
$41K -$424 -3 -1%
WEC
763
Winslow Evans & Crocker
Massachusetts
$40K
BCA
764
Berman Capital Advisors
Georgia
$37K -$8.06K -57 -17%
Capstone Investment Advisors
765
Capstone Investment Advisors
New York
$36K +$5.79K +41 +19%
GDP
766
Great Diamond Partners
Maine
$35K +$36.3K +257 New
BFC
767
Bedel Financial Consulting
Indiana
$33K
FAM
768
Fred Alger Management
New York
$32K +$32.2K +228 New
ClearBridge Investments
769
ClearBridge Investments
New York
$31K +$141 +1 +0.4%
PCM
770
Penserra Capital Management
California
$30K +$10.6K +75 +56%
GAM
771
Gemmer Asset Management
California
$29K
KWM
772
Keebeck Wealth Management
Illinois
$29K +$29.8K +211 New
ZB
773
Zions Bancorporation
Utah
$28K -$1.41K -10 -5%
PFBT
774
Parkside Financial Bank & Trust
Missouri
$28K +$565 +4 +2%
TFGT
775
TS Financial Group (TSFG)
Illinois
$27K

MCK Hedge Fund Activity: Q4 2019 in Review

864 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2019, worth a combined $21.6B — down 0.65% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MCK positions and 72 closed out — a net gain of 41 holders — while 256 added to existing stakes and 359 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $213M. The largest seller was Kiltearn Partners, exiting entirely with an estimated $152M sold.

  • 864 institutional investors held McKesson (MCK) as of Q4 2019, up from 839 in Q3 2019.
  • Funds reported $21.6B of McKesson stock for Q4 2019, down 0.65% quarter-over-quarter.
  • 113 funds opened new McKesson positions in Q4 2019 and 72 closed out, a net change of +41 holders.
  • The largest McKesson buyer in Q4 2019 was Viking Global Investors, an estimated $213M added.
  • The largest McKesson seller in Q4 2019 was Kiltearn Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.