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McKesson
MCK

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801 → 815 (+14)

0.01% more ownership

Funds ownership: 86.11% → 86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 43 → 37 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M

Top Buyers

Rank Fund Capital Flow
1
MC
Maverick Capital
Texas
+$306M
2
Norges Bank
Norges Bank
Norway
+$294M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$248M
4
Citadel Advisors
Citadel Advisors
Florida
+$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$358M
2
SC
Sculptor Capital
New York
-$238M
3
Boston Partners
Boston Partners
Massachusetts
-$229M
4
Lazard Asset Management
Lazard Asset Management
New York
-$201M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
801
Spectrum Management Group
Indiana
$11K – – –
HFM
802
Hartford Financial Management
Connecticut
$10K – – –
FWM
803
Focused Wealth Management
New York
$9K – – –
PIM
804
Parasol Investment Management
Illinois
$9K – – –
TCM
805
Tradewinds Capital Management
Washington
$7K – – –
GC
806
Globeflex Capital
California
$5K – – –
TFO
807
Tarbox Family Office
California
$5K – – –
AAC
808
Asset Advisors Corp
Georgia
$4K – – –
TRCT
809
Tower Research Capital (TRC)
New York
$3K -$343K -1,928 -99%
SSB
810
Sandy Spring Bank
Maryland
$3K – – –
KT
811
Kanaly Trust
Texas
$2K -$3.91K -22 -71%
TFA
812
Transamerica Financial Advisors
Florida
$2K +$356 +2 +50%
MPWT
813
MassMutual Private Wealth & Trust
Connecticut
$1.3K -$1.96K -11 -61%
PMAM
814
Picton Mahoney Asset Management
Ontario, Canada
$1.02K – – –
CAW
815
Cornerstone Advisors (Washington)
Washington
$1K – – –
SC
816
Samlyn Capital
New York
– -$54.3M -307,451 Closed
TAL
817
TIG Advisors LLC
New York
– -$44.4M -251,361 Closed
SCM
818
Stevens Capital Management
Pennsylvania
– -$25.7M -145,646 Closed
LSV Asset Management
819
LSV Asset Management
Illinois
– -$21.4M -121,200 Closed
LG
820
Leuthold Group
Minnesota
– -$19.7M -111,293 Closed
Select Equity Group
821
Select Equity Group
New York
– -$17.9M -101,188 Closed
FCM
822
Farallon Capital Management
California
– -$15.3M -86,500 Closed
WCMNY
823
Westchester Capital Management (New York)
New York
– -$14.6M -82,900 Closed
HW
824
Hancock Whitney
Mississippi
– -$7.98M -45,212 Closed
AC
825
Ascend Capital
California
– -$7.43M -42,054 Closed
31 32
33
34 35

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.