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McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
751
Manchester Capital Management
Vermont
$47K
LC
752
Lindbrook Capital
California
$46K +$6.88K +47 +16%
PMFA
753
Plante Moran Financial Advisors
Michigan
$44K
TCM
754
Tradewinds Capital Management
Washington
$44K
BCA
755
Berman Capital Advisors
Georgia
$43K +$8.06K +55 +20%
APWM
756
Atlas Private Wealth Management
New York
$42K
IRC
757
Investors Research Corp
Georgia
$42K
JWA
758
JFS Wealth Advisors
Pennsylvania
$40K -$8.64K -59 -16%
SFSIG
759
San Francisco Sentry Investment Group
California
$40K +$439 +3 +1%
PCM
760
Penserra Capital Management
California
$39K +$11.7K +80 +38%
WEC
761
Winslow Evans & Crocker
Massachusetts
$38K
EI
762
Ellevest Inc
New York
$38K +$18.7K +128 +85%
OFG
763
OmniStar Financial Group
North Carolina
$34K +$36.6K +250 New
BFC
764
Bedel Financial Consulting
Indiana
$32K
EWM
765
EPG Wealth Management
Georgia
$32K +$14.6K +100 +75%
PFBT
766
Parkside Financial Bank & Trust
Missouri
$30K +$2.78K +19 +9%
GAM
767
Gemmer Asset Management
California
$28K
TCOV
768
Trust Company of Vermont
Vermont
$28K +$22K +150 +254%
TFGT
769
TS Financial Group (TSFG)
Illinois
$27K
RFA
770
Reilly Financial Advisors
California
$27K +$19.5K +133 +199%
CA
771
Crewe Advisors
Utah
$25K
ST
772
Smithfield Trust
Pennsylvania
$25K
CCM
773
Covington Capital Management
California
$24K
DAM
774
Delta Asset Management
Tennessee
$24K
MF
775
Manchester Financial
California
$22K +$3.52K +24 +17%

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.