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McKesson

1,098 hedge funds and large institutions have $31.9B invested in McKesson in 2021 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 357 increasing their positions, 360 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 50

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

50% more call options, than puts

Call options by funds: $456M | Put options by funds: $304M

21% more capital invested

Capital invested by funds: $26.3B → $31.9B (+$5.58B)

14% more funds holding

Funds holding: 9671,098 (+131)

0.83% less ownership

Funds ownership: 85.43%84.6% (-0.83%)

1% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 360

Holders
1,098
Holders Change
+131
Holders Change %
+13.55%
% of All Funds
16.9%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.38%
New
197
Increased
357
Reduced
360
Closed
50
Calls
$456M
Puts
$304M
Net Calls
+$152M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
751
Bartlett & Co Wealth Management
Ohio
$381K +$25.7K +117 +8%
SFA
752
Semmax Financial Advisors
North Carolina
$381K -$106K -481 -24%
BC
753
Bartlett & Co
Ohio
$381K +$25.7K +117 +8%
GLA
754
Good Life Advisors
Pennsylvania
$380K -$20.4K -93 -6%
CCA
755
Cobblestone Capital Advisors
New York
$378K
ANRIA
756
American National Registered Investment Advisor
Texas
$375K
VF
757
Virtu Financial
New York
$375K +$331K +1,509 New
TYCC
758
Texas Yale Capital Corp
Florida
$371K
OIA
759
OneDigital Investment Advisors
Kansas
$370K -$70.7K -322 -18%
SFA
760
Sequoia Financial Advisors
Ohio
$370K +$327K +1,488 New
TMAM
761
Tokio Marine Asset Management
Japan
$369K +$9K +41 +3%
IP
762
Innovative Portfolios
Indiana
$368K
CCFM
763
Clear Creek Financial Management
Washington
$364K -$16.9K -77 -5%
LWCFA
764
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$360K
PC
765
Prairiewood Capital
North Dakota
$359K -$19.5K -89 -6%
SCP
766
Seizert Capital Partners
Michigan
$358K -$29.2M -133,172 -99%
OIA
767
Optimum Investment Advisors
Illinois
$358K
CA
768
Cetera Advisors
Colorado
$355K -$10.3K -47 -3%
HPC
769
HM Payson & Co
Maine
$355K +$130K +590 +70%
WTB
770
Washington Trust Bank
Washington
$350K
MWM
771
Mission Wealth Management
California
$349K +$4.83K +22 +2%
TSS
772
Thomas Story & Son
Indiana
$348K
WJWM
773
Williams Jones Wealth Management
New York
$348K
JSL
774
JT Stratford LLC
Georgia
$348K +$1.98K +9 +0.6%
HTC
775
Haverford Trust Company
Pennsylvania
$348K +$12.3K +56 +4%

MCK Hedge Fund Activity: Q4 2021 in Review

1,098 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2021, worth a combined $31.9B — up 21% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new MCK positions and 50 closed out — a net gain of 147 holders — while 357 added to existing stakes and 360 trimmed.

The largest buyer was Samlyn Capital, opening a new position worth an estimated $70.2M. The largest seller was Nordea Investment Management, cutting an estimated $323M.

  • 1,098 institutional investors held McKesson (MCK) as of Q4 2021, up from 967 in Q3 2021.
  • Funds reported $31.9B of McKesson stock for Q4 2021, up 21% quarter-over-quarter.
  • 197 funds opened new McKesson positions in Q4 2021 and 50 closed out, a net change of +147 holders.
  • The largest McKesson buyer in Q4 2021 was Samlyn Capital, an estimated $70.2M added.
  • The largest McKesson seller in Q4 2021 was Nordea Investment Management, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2021.