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McKesson

855 hedge funds and large institutions have $18.3B invested in McKesson in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 237 increasing their positions, 389 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 98

0% more funds holding

Funds holding: 851855 (+4)

0.25% more ownership

Funds ownership: 84.96%85.21% (+0.25%)

9% less call options, than puts

Call options by funds: $156M | Put options by funds: $172M

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

19% less capital invested

Capital invested by funds: $22.5B → $18.3B (-$4.19B)

39% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 389

Holders
855
Holders Change
+4
Holders Change %
+0.47%
% of All Funds
19.05%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
111
Increased
237
Reduced
389
Closed
98
Calls
$156M
Puts
$172M
Net Calls
-$16.1M
Net Calls Change
-$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
801
Sound Income Strategies
Florida
$11K
WCM
802
Whitener Capital Management
North Carolina
$11K
CAW
803
Cornerstone Advisors (Washington)
Washington
$11K +$11.1K +89 +890%
PAMU
804
Pictet Asset Management (UK)
United Kingdom
$10.5K -$636K -5,100 -5%
VNA
805
Valley National Advisers
Pennsylvania
$10K +$2.25K +18 +24%
CIA
806
CSat Investment Advisory
Michigan
$10K +$4.24K +34 +56%
AA
807
AlphaMark Advisors
Kentucky
$9K
BG
808
Bollard Group
Massachusetts
$9K
CCM
809
Cribstone Capital Management
Maine
$9K
GCM
810
Gables Capital Management
Florida
$9K
VCM
811
Vigilant Capital Management
Maine
$9K
CFA
812
Clarfeld Financial Advisors
New York
$9K +$10.6K +85 New
LWANC
813
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K +$8.85K +71 New
MWA
814
Meridian Wealth Advisors
Texas
$8K +$9.35K +75 New
BCA
815
Berman Capital Advisors
Georgia
$8K +$10.4K +83 New
MCM
816
MV Capital Management
Maryland
$7K -$748 -6 -8%
HT
817
Heritage Trust
Oklahoma
$7K
GRP
818
Global Retirement Partners
California
$7K +$125 +1 +2%
FMII
819
Farmers & Merchants Investments Inc
Nebraska
$6K
AWM
820
Avior Wealth Management
Nebraska
$5K
KL
821
KWMG LLC
Kansas
$5K
SSB
822
Sandy Spring Bank
Maryland
$5K
CA
823
Claro Advisors
Massachusetts
$5K +$4.74K +38 New
PG
824
Patten Group
Tennessee
$4K -$15.6K -125 -78%
TFS
825
TrustCore Financial Services
Tennessee
$4K -$8.11K -65 -65%

MCK Hedge Fund Activity: Q4 2018 in Review

855 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2018, worth a combined $18.3B — down 19% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new MCK positions and 98 closed out — a net gain of 13 holders — while 237 added to existing stakes and 389 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $212M. The largest seller was PAR Capital Management, exiting entirely with an estimated $438M sold.

  • 855 institutional investors held McKesson (MCK) as of Q4 2018, up from 851 in Q3 2018.
  • Funds reported $18.3B of McKesson stock for Q4 2018, down 19% quarter-over-quarter.
  • 111 funds opened new McKesson positions in Q4 2018 and 98 closed out, a net change of +13 holders.
  • The largest McKesson buyer in Q4 2018 was AQR Capital Management, an estimated $212M added.
  • The largest McKesson seller in Q4 2018 was PAR Capital Management, an estimated $438M sold.

Based on aggregated 13F filings for Q4 2018.