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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HTI
776
Hikari Tsushin Inc
Japan
$151K +$144K +970 New
VIA
777
Virtus Investment Advisers
Connecticut
$142K -$6.96K -47 -5%
BAM
778
Barrett Asset Management
New York
$139K
VC
779
Vestor Capital
Illinois
$138K -$3.7K -25 -3%
KPCM
780
Kings Point Capital Management
New York
$136K
TF
781
Tompkins Financial
New York
$133K -$19.3K -130 -13%
GBBWRPM
782
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$130K +$72.7K +491 +177%
FMT
783
First Mercantile Trust
Tennessee
$128K -$23.9K -161 -16%
SWA
784
Sutton Wealth Advisors
Florida
$127K
GEA
785
Glen Eagle Advisors
New Jersey
$123K -$16.3K -110 -12%
ABA
786
American Beacon Advisors
Texas
$117K +$11K +74 +11%
CFA
787
Carroll Financial Associates
North Carolina
$111K -$10.1K -68 -9%
IWP
788
Icon Wealth Partners
Texas
$111K +$105K +712 New
NAMA
789
Nikko Asset Management Americas
New York
$108K
GLI
790
Guardian Life Insurance
New York
$106K +$30.2K +204 +43%
Acadian Asset Management
791
Acadian Asset Management
Massachusetts
$104K +$4.59K +31 +5%
OFS
792
Orrstown Financial Services
Pennsylvania
$102K -$16.6K -112 -15%
SNT
793
Security National Trust
West Virginia
$99K -$34.8K -235 -27%
JCM
794
Jacobi Capital Management
Pennsylvania
$97K +$64K +432 +243%
M
795
MOTCO
Texas
$94K
FGC
796
Financial Gravity Companies
Texas
$93K +$81.6K +551 New
CA
797
Calton & Associates
Florida
$92K +$80K +540 New
WB
798
Webster Bank
Connecticut
$91K -$11.1K -75 -11%
RWA
799
Ropes Wealth Advisors
Massachusetts
$90K
CFG
800
Citizens Financial Group
Rhode Island
$89K

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.