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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
801
Tradewinds Capital Management
Washington
$89K +$74.2K +501 +716%
SIM
802
Sonora Investment Management
Arizona
$87.5K +$83.1K +561 New
VCM
803
Versant Capital Management
Arizona
$86K
WWM
804
Willingdon Wealth Management
North Carolina
$84K
SWM
805
SeaCrest Wealth Management
New York
$84K +$80K +540 New
CAC
806
Certified Advisory Corp
Florida
$80K +$76.4K +516 New
AW
807
Alpha Windward
Massachusetts
$79K +$4.15K +28 +6%
STA
808
Summit Trail Advisors
New York
$79K +$68.1K +460 New
TC
809
Trust Company
Kansas
$78K
MMG
810
Monetary Management Group
Missouri
$74K -$37K -250 -34%
ClearBridge Investments
811
ClearBridge Investments
New York
$74K
FANJ
812
Financial Architects (New Jersey)
New Jersey
$74K +$22.2K +150 +46%
WEC
813
Winslow Evans & Crocker
Massachusetts
$73.3K -$8.3K -56 -11%
AWM
814
Aevitas Wealth Management
Massachusetts
$72K +$68.4K +462 New
MCM
815
Manchester Capital Management
Vermont
$70K -$35.7K -241 -35%
ACM
816
Armbruster Capital Management
New York
$70K
WPA
817
West Paces Advisors
Georgia
$65.8K
ATC
818
Adirondack Trust Company
New York
$65K
WOC
819
West Oak Capital
California
$62.4K
CHC
820
City Holding Co
West Virginia
$62K
CC
821
Claybrook Capital
Massachusetts
$62K +$59.3K +400 New
AF
822
Allworth Financial
California
$60K
THWM
823
Taylor Hoffman Wealth Management
Virginia
$60K +$57K +385 New
WA
824
WealthTrust-Arizona
Arizona
$58K +$7.41K +50 +15%
Kovitz Investment Group Partners
825
Kovitz Investment Group Partners
Illinois
$54.1K -$1.72M -11,602 -3%

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.