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McKesson
MCK

791 hedge funds and large institutions have $32B invested in McKesson in 2013 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 230 increasing their positions, 351 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 43

33% more funds holding in top 10

Funds holding in top 10: 30 → 40 (+10)

28% more capital invested

Capital invested by funds: $25.1B → $32B (+$6.94B)

13% more funds holding

Funds holding: 703 → 791 (+88)

0.37% less ownership

Funds ownership: 85.73% → 85.36% (-0.37%)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 351

39% less call options, than puts

Call options by funds: $285M | Put options by funds: $466M

Holders
791
Holders Change
+88
Holders Change %
+12.52%
% of All Funds
22.96%
Holding in Top 10
40
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+33.33%
% of All Funds
1.16%
New
135
Increased
230
Reduced
351
Closed
43
Calls
$285M
Puts
$466M
Net Calls
-$181M
Net Calls Change
-$166M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$494M
2
SC
Sculptor Capital
New York
+$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$303M
4
MC
Montag & Caldwell
Georgia
+$221M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$216M

Top Sellers

Rank Fund Capital Flow
1
IC
Institutional Capital
Illinois
-$503M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$346M
3
GCM
Glenview Capital Management
New York
-$240M
4
Bank of America
Bank of America
North Carolina
-$134M
5
Boston Partners
Boston Partners
Massachusetts
-$133M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
776
Parasol Investment Management
Illinois
$8K +$7.68K +50 New
WEC
777
Winslow Evans & Crocker
Massachusetts
$8K +$7.68K +50 New
PFA
778
Paradigm Financial Advisors
Missouri
$8K +$7.99K +52 New
S
779
SignatureFD
Georgia
$7K -$1.23K -8 -15%
AC
780
Alexandria Capital
Virginia
$6K – – –
TCM
781
Tradewinds Capital Management
Washington
$6K +$5.38K +35 New
TFO
782
Tarbox Family Office
California
$5K +$4.45K +29 New
ASN
783
Advisory Services Network
Georgia
$5K +$4.76K +31 New
FAM
784
Fred Alger Management
New York
$4K +$4.15K +27 New
KCPG
785
Kavar Capital Partners Group
Kansas
$4K +$4.45K +29 New
TFA
786
Transamerica Financial Advisors
Florida
$3K -$429K -2,792 -100%
AAC
787
Asset Advisors Corp
Georgia
$3K +$3.07K +20 New
EWM
788
Elite Wealth Management
Washington
$2K +$1.54K +10 New
Parallax Volatility Advisers
789
Parallax Volatility Advisers
California
$2K +$1.69K +11 New
GC
790
Globeflex Capital
California
$2K +$2.3K +15 New
MPWT
791
MassMutual Private Wealth & Trust
Connecticut
$1.13K +$1.07K +7 New
DIA
792
Denver Investment Advisors
Colorado
$613 -$8.45K -55 -1%
WTB
793
Washington Trust Bank
Washington
$238 – – –
WA
794
Wasatch Advisors
Utah
– -$16.6M -128,992 Closed
CCM
795
Cobalt Capital Management
New Jersey
– -$13M -101,100 Closed
AC
796
AFAM Capital
Texas
– -$7.18M -55,960 Closed
GACM
797
Green Arrow Capital Management
New York
– -$6.22M -48,515 Closed
LAM
798
Lingohr Asset Management
Germany
– -$5.78M -45,044 Closed
RS
799
Robeco Schweiz
Switzerland
– -$3.43M -26,500 Closed
QIM
800
Quantitative Investment Management
Virginia
– -$2.85M -22,200 Closed
30 31
32
33 34

MCK Hedge Fund Activity: Q4 2013 in Review

791 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2013, worth a combined $32B — up 28% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new MCK positions and 43 closed out — a net gain of 92 holders — while 230 added to existing stakes and 351 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $494M. The largest seller was Institutional Capital, cutting an estimated $503M.

  • 791 institutional investors held McKesson (MCK) as of Q4 2013, up from 703 in Q3 2013.
  • Funds reported $32B of McKesson stock for Q4 2013, up 28% quarter-over-quarter.
  • 135 funds opened new McKesson positions in Q4 2013 and 43 closed out, a net change of +92 holders.
  • The largest McKesson buyer in Q4 2013 was Fidelity Investments, an estimated $494M added.
  • The largest McKesson seller in Q4 2013 was Institutional Capital, an estimated $503M sold.

Based on aggregated 13F filings for Q4 2013.