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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OLA
776
Oliver Luxxe Assets
New Jersey
$299K +$354K +1,876 New
PP
777
Prudential plc
United Kingdom
$298K
AP
778
Appleton Partners
Massachusetts
$297K +$284K +1,505 New
BTW
779
Boston Trust Walden
Massachusetts
$296K
TSS
780
Thomas Story & Son
Indiana
$296K
BDF
781
Balasa Dinverno & Foltz
$295K -$6.61K -35 -2%
PAIA
782
Park Avenue Institutional Advisers
New York
$294K -$9.25K -49 -3%
RCM
783
Rotella Capital Management
Washington
$293K +$280K +1,483 New
AIA
784
Affinity Investment Advisors
California
$292K -$62.9K -333 -18%
FCCM
785
First City Capital Management
Georgia
$290K
CL
786
CPWM LLC
Washington
$286K +$10.9K +58 +4%
ICAS
787
Investors Capital Advisory Services
Massachusetts
$286K +$275K +1,456 New
P
788
Pitcairn
Pennsylvania
$282K -$9.44K -50 -3%
HCM
789
Harvest Capital Management
New Hampshire
$282K
LCM
790
Leisure Capital Management
California
$279K
AUB
791
Atlantic Union Bankshares
Virginia
$277K -$49.1K -260 -16%
HCM
792
Hutchinson Capital Management
California
$275K
BRWA
793
B. Riley Wealth Advisors
Florida
$269K -$13.8K -73 -5%
FMLI
794
Fukoku Mutual Life Insurance
Japan
$268K +$132K +700 +106%
LRPA
795
L. Roy Papp & Associates
Arizona
$266K -$85K -450 -25%
DBIA
796
Dumont & Blake Investment Advisors
New Jersey
$266K
ICOA
797
Investment Centers of America
North Dakota
$266K +$944 +5 +0.4%
WS
798
Wedbush Securities
California
$264K -$1.51K -8 -0.6%
BG
799
Bollard Group
Massachusetts
$263K
NFG
800
Nadler Financial Group
Illinois
$262K

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.