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McKesson

877 hedge funds and large institutions have $28.5B invested in McKesson in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 304 increasing their positions, 365 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.38% more ownership

Funds ownership: 85.87%88.25% (+2.4%)

5% less capital invested

Capital invested by funds: $29.9B → $28.5B (-$1.37B)

4% less funds holding

Funds holding: 909877 (-32)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

17% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 365

29% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 84

32% less call options, than puts

Call options by funds: $193M | Put options by funds: $286M

Holders
877
Holders Change
-32
Holders Change %
-3.52%
% of All Funds
21.86%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.47%
New
60
Increased
304
Reduced
365
Closed
84
Calls
$193M
Puts
$286M
Net Calls
-$93M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
776
Versant Capital Management
Arizona
$85K -$5.31K -34 -6%
WWM
777
Willingdon Wealth Management
North Carolina
$83K +$84.1K +539 New
WEC
778
Winslow Evans & Crocker
Massachusetts
$80.6K -$29.5K -189 -26%
TC
779
Trust Company
Kansas
$77K
AW
780
Alpha Windward
Massachusetts
$74K
ClearBridge Investments
781
ClearBridge Investments
New York
$73K +$1.25K +8 +2%
GLI
782
Guardian Life Insurance
New York
$73K +$74.3K +476 New
IWM
783
IHT Wealth Management
Illinois
$69K -$2.81K -18 -4%
ACM
784
Armbruster Capital Management
New York
$69K
Carson Wealth (CWM LLC)
785
Carson Wealth (CWM LLC)
Nebraska
$65K -$307K -1,964 -82%
WPA
786
West Paces Advisors
Georgia
$64.8K
ATC
787
Adirondack Trust Company
New York
$64K
IR
788
Invictus RG
Bermuda
$63K -$511K -3,277 -89%
WOC
789
West Oak Capital
California
$61.4K
CHC
790
City Holding Co
West Virginia
$61K
AF
791
Allworth Financial
California
$59K
MM
792
Midas Management
New York
$56K
BONST
793
Bank of Nova Scotia Trust
Ontario, Canada
$55K +$56.3K +361 New
FANJ
794
Financial Architects (New Jersey)
New Jersey
$50K
VIA
795
Vantage Investment Advisors
Pennsylvania
$50K
WA
796
WealthTrust-Arizona
Arizona
$50K
GBT
797
Grove Bank & Trust
Florida
$49K +$25K +160 +100%
HFM
798
Harvest Fund Management
China
$47K -$71K -455 -60%
SFSIG
799
San Francisco Sentry Investment Group
California
$46K +$10.8K +69 +30%
PMFA
800
Plante Moran Financial Advisors
Michigan
$46K +$19.4K +124 +72%

MCK Hedge Fund Activity: Q3 2017 in Review

877 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2017, worth a combined $28.5B — down 4.6% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of MCK and 60 opened new positions — a net loss of 24 holders — while 365 trimmed existing stakes and 304 added.

The largest buyer was Fidelity Investments, adding an estimated $245M. The largest seller was Two Sigma Investments, cutting an estimated $141M.

  • 877 institutional investors held McKesson (MCK) as of Q3 2017, down from 909 in Q2 2017.
  • Funds reported $28.5B of McKesson stock for Q3 2017, down 4.6% quarter-over-quarter.
  • 60 funds opened new McKesson positions in Q3 2017 and 84 closed out, a net change of -24 holders.
  • The largest McKesson buyer in Q3 2017 was Fidelity Investments, an estimated $245M added.
  • The largest McKesson seller in Q3 2017 was Two Sigma Investments, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2017.