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McKesson
MCK

Overview Fund Activity

817 hedge funds and large institutions have $38.3B invested in McKesson in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 304 increasing their positions, 325 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
23.72%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.07%
New
59
Increased
304
Reduced
325
Closed
46
Calls
$197M
Puts
$343M
Net Calls
-$146M
Net Calls Change
-$204M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$355M
2
Wells Fargo
2
Wells Fargo
California
$628M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$593M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$342M
5
AIM
5
abrdn Investment Management
United Kingdom
$165M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$324M
2
GCM
2
Glenview Capital Management
New York
$363M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$368M
4
PHS
4
PFM Health Sciences
California
$36.1M
5
Boston Partners
5
Boston Partners
Massachusetts
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
801
B. Riley Wealth Management
Tennessee
$14K – – –
SMG
802
Spectrum Management Group
Indiana
$12K – – –
HFM
803
Hartford Financial Management
Connecticut
$11K – – –
FWM
804
Focused Wealth Management
New York
$10K – – –
PIM
805
Parasol Investment Management
Illinois
$10K – – –
IPC
806
Independent Portfolio Consultants
Florida
$10K +$10K +51 New
MUMSS
807
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K -$22K -110 -73%
M
808
MOTCO
Texas
$8K +$8K +40 New
CFG
809
CKW Financial Group
Hawaii
$7K -$7.6K -38 -52%
TCM
810
Tradewinds Capital Management
Washington
$7K – – –
TFO
811
Tarbox Family Office
California
$7K +$1.36K +7 +24%
DAM
812
Delta Asset Management
Tennessee
$6K +$6K +33 New
AAC
813
Asset Advisors Corp
Georgia
$4K – – –
VCM
814
Vigilant Capital Management
Maine
$3K +$3K +15 New
KT
815
Kanaly Trust
Texas
$2K – – –
TFA
816
Transamerica Financial Advisors
Florida
$2K – – –
PMAM
817
Picton Mahoney Asset Management
Ontario, Canada
$1.07K – – –
BWFA
818
Baltimore-Washington Financial Advisors
Maryland
$1K +$1K +5 New
MIM
819
Macroview Investment Management
Maryland
$1K +$1K +5 New
Voloridge Investment Management
820
Voloridge Investment Management
Florida
– -$27.5M -147,628 Closed
TS
821
Twin Securities
New York
– -$22.2M -119,455 Closed
LOAMU
822
Lombard Odier Asset Management (USA)
New York
– -$20.5M -110,000 Closed
SCM
823
Sandler Capital Management
New York
– -$17.5M -94,200 Closed
SCI
824
Seneca Capital Investments
New York
– -$12.1M -65,000 Closed
CCM
825
Catapult Capital Management
New York
– -$9.31M -50,000 Closed
31 32
33
34 35