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McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
776
Archer Investment Corporation
Indiana
$22K +$23.3K +159 New
RDWM
777
Red Door Wealth Management
Tennessee
$22K +$24.6K +168 New
ZB
778
Zions Bancorporation
Utah
$21K -$7.32K -50 -24%
CFB
779
Cullen/Frost Bankers
Texas
$20K
KFI
780
Key Financial Inc
Pennsylvania
$20K +$20.9K +143 New
TA
781
Thor Advisors
New York
$20K +$21.7K +148 New
AP
782
Atwood & Palmer
Missouri
$20K +$22K +150 New
AWM
783
Atticus Wealth Management
Florida
$19K -$2.78K -19 -12%
MPWT
784
MassMutual Private Wealth & Trust
Connecticut
$19K -$732 -5 -3%
BL
785
Balentine LLC
Georgia
$19K +$12.7K +87 +164%
DCM
786
Davis Capital Management
Florida
$19K +$20.4K +139 New
GI
787
Gradient Investments
Minnesota
$18K -$7.76K -53 -28%
GRP
788
Global Retirement Partners
California
$18K +$1.61K +11 +9%
EFSCE
789
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$2.05K -14 -10%
FP
790
Financial Perspectives
Minnesota
$16.5K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
791
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K -$88.6K -605 -84%
APW
792
Acima Private Wealth
Virginia
$16K
VCP
793
Verus Capital Partners
Arizona
$16K +$14.5K +99 +550%
CT
794
Caldwell Trust
Florida
$15.8K
FGAM
795
Financial Gravity Asset Management
Texas
$15.8K +$2.93K +20 +14%
EARNEST Partners
796
EARNEST Partners
Georgia
$15K
FIA
797
FNY Investment Advisers
New York
$15K +$17.1K +117 New
SLF
798
Sun Life Financial
Ontario, Canada
$14K -$146 -1 -0.9%
MMG
799
Monetary Management Group
Missouri
$14K
PFSC
800
Peoples Financial Services Corp
Pennsylvania
$14K

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.