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McKesson

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801815 (+14)

0.01% more ownership

Funds ownership: 86.11%86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
776
Ground Swell Capital
South Carolina
$48K +$45.9K +258 New
WA
777
WFG Advisors
Texas
$47K +$2.67K +15 +6%
PIA
778
Piedmont Investment Advisors
North Carolina
$42.8K -$3.91K -22 -9%
FFC
779
First Financial Corp
Indiana
$37K
PO
780
Private Ocean
California
$37K
KTC
781
Kistler-Tiffany Companies
Pennsylvania
$36K
FIG
782
Fusion Investment Group
Pennsylvania
$34K
PMFA
783
Plante Moran Financial Advisors
Michigan
$30K -$24.6K -138 -46%
MUMSS
784
Mitsubishi UFJ Morgan Stanley Securities
Japan
$28K +$26.7K +150 New
AWCI
785
Alpine Woods Capital Investors
New York
$24.4K +$1.78M +10,000 +8%
NES
786
New England Securities
New York
$23K +$16K +90 +273%
WEC
787
Winslow Evans & Crocker
Massachusetts
$20.5K +$19.6K +110 New
FMII
788
Farmers & Merchants Investments Inc
Nebraska
$20K -$4.45K -25 -19%
BAM
789
Brave Asset Management
New Jersey
$19K
CG
790
Colony Group
Massachusetts
$19K
MBT
791
Monroe Bank & Trust
Michigan
$19K
PFSC
792
Peoples Financial Services Corp
Pennsylvania
$19K
BGIM
793
Brandywine Global Investment Management
Pennsylvania
$17K
FBT
794
Founders Bank & Trust
Michigan
$17K
HR
795
Howe & Rusling
New York
$16K -$54.4K -306 -78%
CAL
796
Capital Advisors Ltd
Ohio
$16K
AW
797
Alpha Windward
Massachusetts
$15K -$35.9K -202 -71%
RFA
798
Reilly Financial Advisors
California
$15K
CFG
799
CKW Financial Group
Hawaii
$14K -$23.8K -134 -65%
BRWM
800
B. Riley Wealth Management
Tennessee
$13K +$3.56K +20 +37%

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.