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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
776
Central Bank & Trust
Kentucky
$112K +$117K +798 New
WG
777
Welch Group
Alabama
$109K +$20.9K +142 +23%
ACPU
778
Arrowgrass Capital Partners (US)
Delaware
$108K +$113K +770 New
AA
779
Apriem Advisors
California
$107K +$1.32K +9 +1%
BL
780
Balentine LLC
Georgia
$98K +$101K +685 +5,269%
HCM
781
Herndon Capital Management
Georgia
$92K -$311K -2,111 -76%
IDBONY
782
Israel Discount Bank of New York
New York
$92K +$96.4K +655 New
OFS
783
Orrstown Financial Services
Pennsylvania
$88K +$14.7K +100 +19%
VCM
784
Versant Capital Management
Arizona
$84K -$7.06K -48 -7%
TFO
785
Tarbox Family Office
California
$79K +$71.2K +484 +637%
SIA
786
SeaBridge Investment Advisors
New Jersey
$74K +$77.5K +527 New
FMII
787
Farmers & Merchants Investments Inc
Nebraska
$72K +$44.9K +305 +147%
ACS
788
Archford Capital Strategies
Illinois
$71K +$71.1K +483 +1,932%
TC
789
Trust Company
Kansas
$70K
JWA
790
JFS Wealth Advisors
Pennsylvania
$70K +$38K +258 +106%
AP
791
Atwood & Palmer
Missouri
$67K
WPA
792
West Paces Advisors
Georgia
$59.3K +$62.1K +422 New
PFS
793
Physicians Financial Services
North Carolina
$59K
SFS
794
Sowell Financial Services
Arkansas
$59K +$59.7K +406 New
ATC
795
Adirondack Trust Company
New York
$58K
ClearBridge Investments
796
ClearBridge Investments
New York
$56K +$58.8K +400 New
WB
797
Webster Bank
Connecticut
$55K +$57.1K +388 New
AF
798
Allworth Financial
California
$54K
KTC
799
Kistler-Tiffany Companies
Pennsylvania
$54K
PMFA
800
Plante Moran Financial Advisors
Michigan
$53K -$8.68K -59 -13%

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.