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McKesson

954 hedge funds and large institutions have $44.5B invested in McKesson in 2015 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 352 increasing their positions, 368 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 44

3% more funds holding

Funds holding: 926954 (+28)

0.72% more ownership

Funds ownership: 85%85.73% (+0.72%)

0% less capital invested

Capital invested by funds: $44.6B → $44.5B (-$136M)

4% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 368

6% less funds holding in top 10

Funds holding in top 10: 4744 (-3)

33% less call options, than puts

Call options by funds: $144M | Put options by funds: $214M

Holders
954
Holders Change
+28
Holders Change %
+3.02%
% of All Funds
25.69%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
1.19%
New
83
Increased
352
Reduced
368
Closed
44
Calls
$144M
Puts
$214M
Net Calls
-$69.4M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
M
776
MOTCO
Texas
$310K +$280K +1,213 +722%
SWM
777
Segment Wealth Management
Texas
$309K
CSIC
778
Clifford Swan Investment Counsel
California
$307K
CA
779
Cetera Advisors
Colorado
$307K +$25K +108 +9%
P
780
Pitcairn
Pennsylvania
$306K -$4.86K -21 -2%
ST
781
Spot Trading
Illinois
$306K +$158K +683 +101%
CCA
782
Checchi Capital Advisers
California
$305K -$57.1K -247 -15%
DBIA
783
Dumont & Blake Investment Advisors
New Jersey
$303K
HDIM
784
Hanson & Doremus Investment Management
Vermont
$302K +$54.3K +235 +21%
BG
785
Bollard Group
Massachusetts
$300K +$231 +1 +0.1%
NFG
786
Nadler Financial Group
Illinois
$299K -$66.1K -286 -18%
CA
787
Cullinan Associates
Kentucky
$299K
PCMI
788
Princeton Capital Management Inc
New Jersey
$296K
BOH
789
Bank of Hawaii
Hawaii
$295K -$1.39K -6 -0.5%
Jones Financial Companies
790
Jones Financial Companies
Missouri
$294K +$12K +52 +4%
CAG
791
Crestwood Advisors Group
Massachusetts
$293K -$101K -435 -25%
Mariner
792
Mariner
Kansas
$293K -$13.9K -60 -4%
ICOA
793
Investment Centers of America
North Dakota
$292K -$94.1K -407 -24%
CPS
794
Counsel Portfolio Services
Ontario, Canada
$292K
AI
795
Atria Investments
North Carolina
$289K -$43K -186 -13%
JIC
796
Johnson Investment Counsel
Ohio
$288K +$41.6K +180 +16%
PWM
797
Perigon Wealth Management
California
$285K +$28.7K +124 +11%
NCM
798
Neumann Capital Management
California
$281K
IB
799
Intrust Bank
Kansas
$276K -$25.9K -112 -8%
EFS
800
Essex Financial Services
Connecticut
$271K

MCK Hedge Fund Activity: Q2 2015 in Review

954 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2015, worth a combined $44.5B — down 0.3% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MCK positions and 44 closed out — a net gain of 39 holders — while 352 added to existing stakes and 368 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $581M. The largest seller was Winslow Capital Management, cutting an estimated $168M.

  • 954 institutional investors held McKesson (MCK) as of Q2 2015, up from 926 in Q1 2015.
  • Funds reported $44.5B of McKesson stock for Q2 2015, down 0.3% quarter-over-quarter.
  • 83 funds opened new McKesson positions in Q2 2015 and 44 closed out, a net change of +39 holders.
  • The largest McKesson buyer in Q2 2015 was JP Morgan Chase, an estimated $581M added.
  • The largest McKesson seller in Q2 2015 was Winslow Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2015.