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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
1GA
801
1st Global Advisors
Texas
$261K -$124K -655 -33%
Verition Fund Management
802
Verition Fund Management
Connecticut
$261K +$250K +1,324 New
WSFS
803
Wilmington Savings Fund Society
Delaware
$260K -$59.5K -315 -19%
CSIC
804
Clifford Swan Investment Counsel
California
$259K -$15.1K -80 -6%
SWM
805
Segment Wealth Management
Texas
$256K -$14.2K -75 -5%
CPS
806
Counsel Portfolio Services
Ontario, Canada
$256K
CFB
807
Cullen/Frost Bankers
Texas
$249K +$239K +1,264 New
CAG
808
Crestwood Advisors Group
Massachusetts
$248K
BHC
809
Bowen Hanes & Co
Florida
$247K -$21.6M -114,605 -99%
SBA
810
Seven Bridges Advisors
New York
$246K +$235K +1,246 New
TC
811
TradeLink Capital
Illinois
$245K -$88.9K -471 -27%
AIA
812
Avalon Investment & Advisory
Texas
$245K +$234K +1,240 New
TFCP
813
Twin Focus Capital Partners
Massachusetts
$244K +$233K +1,235 New
EFS
814
Essex Financial Services
Connecticut
$238K
NAMA
815
Nikko Asset Management Americas
New York
$238K
PCMI
816
Princeton Capital Management Inc
New Jersey
$237K -$21.7K -115 -9%
AF
817
Aldebaran Financial
$237K +$227K +1,200 New
IAM
818
Impax Asset Management
New Hampshire
$237K +$227K +1,200 New
IIM
819
Intact Investment Management
Quebec, Canada
$237K +$227K +1,200 New
AI
820
Atria Investments
North Carolina
$237K +$246K +1,302 New
HDIM
821
Hanson & Doremus Investment Management
Vermont
$236K -$14.2K -75 -6%
MCA
822
Mercer Capital Advisers
New Jersey
$236K
PA
823
Perceptive Advisors
New York
$233K +$223K +1,179 New
WFG
824
Wills Financial Group
Virginia
$231K
CCA
825
Cobblestone Capital Advisors
New York
$231K +$221K +1,173 New

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.