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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
801
Roble Belko & Company
Pennsylvania
$53K
WA
802
WFG Advisors
Texas
$51K -$736 -5 -1%
BKA
803
Brick & Kyle Associates
Pennsylvania
$49K
LWCFA
804
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K -$14.7K -100 -23%
EFSCE
805
Enterprise Financial Services Corp (EFSC)
Missouri
$48K +$5.74K +39 +13%
MIC
806
MU Investments Company
Japan
$47K -$28.7K -195 -37%
VIA
807
Vantage Investment Advisors
Pennsylvania
$47K +$1.32K +9 +3%
SQA
808
Simon Quick Advisors
New Jersey
$46K +$47.8K +325 New
IWM
809
IHT Wealth Management
Illinois
$45K +$45K +306 New
CHC
810
City Holding Co
West Virginia
$42K +$11K +75 +33%
PA
811
Parallel Advisors
California
$41K +$42.8K +291 New
PG
812
Patten Group
Tennessee
$40K -$5.15K -35 -11%
GBBWRPM
813
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K
AW
814
Alpha Windward
Massachusetts
$38K
LWA
815
Lenox Wealth Advisors
New York
$37K
ED
816
Exane Derivatives
France
$36.9K
FANJ
817
Financial Architects (New Jersey)
New Jersey
$36K -$30.9K -210 -45%
MAM
818
Meeder Asset Management
Ohio
$35K -$1.27M -8,641 -97%
ST
819
Smithfield Trust
Pennsylvania
$35K -$8.53K -58 -19%
BTIS
820
BB&T Investment Services
North Carolina
$35K +$37.4K +254 New
FFC
821
First Financial Corp
Indiana
$34K
AA
822
Ancora Advisors
Ohio
$32K +$34K +231 New
GAM
823
Gemmer Asset Management
California
$31K -$2.5K -17 -7%
TWI
824
Thomas White International
Illinois
$29K -$2.79K -19 -8%
SEC
825
Seven Eight Capital
New York
$28K -$927K -6,300 -97%

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.