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McKesson

909 hedge funds and large institutions have $29.9B invested in McKesson in 2017 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 319 increasing their positions, 362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

36% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 76

10% more capital invested

Capital invested by funds: $27.2B → $29.9B (+$2.65B)

2% more funds holding

Funds holding: 890909 (+19)

0.79% less ownership

Funds ownership: 86.67%85.87% (-0.79%)

12% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 362

37% less call options, than puts

Call options by funds: $252M | Put options by funds: $397M

Holders
909
Holders Change
+19
Holders Change %
+2.13%
% of All Funds
22.66%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.55%
New
103
Increased
319
Reduced
362
Closed
76
Calls
$252M
Puts
$397M
Net Calls
-$146M
Net Calls Change
-$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
801
Sutton Wealth Advisors
Florida
$134K +$1.36K +9 +1%
CFG
802
Citizens Financial Group
Rhode Island
$133K -$75.8K -500 -38%
CBT
803
Central Bank & Trust
Kentucky
$131K
TF
804
Tompkins Financial
New York
$129K +$2.73K +18 +2%
CFA
805
Carroll Financial Associates
North Carolina
$127K -$4.55K -30 -4%
HFM
806
Harvest Fund Management
China
$125K +$115K +759 New
OFS
807
Orrstown Financial Services
Pennsylvania
$124K +$6.52K +43 +6%
WEC
808
Winslow Evans & Crocker
Massachusetts
$118K -$152 -1 -0.1%
DADC
809
D.A. Davidson & Co
Montana
$111K -$30.3K -200 -23%
ABA
810
American Beacon Advisors
Texas
$111K
WB
811
Webster Bank
Connecticut
$109K
VCM
812
Versant Capital Management
Arizona
$97K
RWA
813
Ropes Wealth Advisors
Massachusetts
$95K +$87.2K +575 New
PFO
814
Pathstone Family Office
New Jersey
$85K +$71.9K +474 +1,185%
TC
815
Trust Company
Kansas
$82K
AW
816
Alpha Windward
Massachusetts
$79K +$32.1K +212 +79%
GLI
817
Guardian Life Insurance
New York
$78K -$124K -820 Closed
IPC
818
Independent Portfolio Consultants
Florida
$76K -$572K -3,773 -89%
ClearBridge Investments
819
ClearBridge Investments
New York
$76K +$24.9K +164 +55%
ACM
820
Armbruster Capital Management
New York
$74K +$53.1K +350 +350%
FMT
821
First Mercantile Trust
Tennessee
$74K +$68.4K +451 New
SIA
822
SeaBridge Investment Advisors
New Jersey
$73K
UWPG
823
Ullmann Wealth Partners Group
Florida
$73K +$67.3K +444 New
WPA
824
West Paces Advisors
Georgia
$69.4K
ATC
825
Adirondack Trust Company
New York
$68K

MCK Hedge Fund Activity: Q2 2017 in Review

909 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2017, worth a combined $29.9B — up 9.7% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MCK positions and 76 closed out — a net gain of 27 holders — while 319 added to existing stakes and 362 trimmed.

The largest buyer was Ruffer LLP, opening a new position worth an estimated $201M. The largest seller was Capital Research Global Investors, cutting an estimated $1.11B.

  • 909 institutional investors held McKesson (MCK) as of Q2 2017, up from 890 in Q1 2017.
  • Funds reported $29.9B of McKesson stock for Q2 2017, up 9.7% quarter-over-quarter.
  • 103 funds opened new McKesson positions in Q2 2017 and 76 closed out, a net change of +27 holders.
  • The largest McKesson buyer in Q2 2017 was Ruffer LLP, an estimated $201M added.
  • The largest McKesson seller in Q2 2017 was Capital Research Global Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2017.