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McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
801
Stonebridge Capital Advisors
Minnesota
$14K
VRM
802
Vectors Research Management
New York
$14K
WCG
803
Weaver Consulting Group
California
$14K
AWA
804
Arkadios Wealth Advisors
Georgia
$13K +$146 +1 +1%
SL
805
Savior LLC
Massachusetts
$13K -$6.45K -44 -31%
AWM
806
AllSquare Wealth Management
New York
$13K
MCM
807
MV Capital Management
Maryland
$12K -$3.81K -26 -22%
WPA
808
West Paces Advisors
Georgia
$11.9K -$5.57K -38 -30%
EDRH
809
Edmond de Rothschild Holding
Switzerland
$11K
BG
810
Bollard Group
Massachusetts
$11K +$146 +1 +1%
WT
811
Washington Trust
Rhode Island
$11K +$11.7K +80 New
Loomis, Sayles & Company
812
Loomis, Sayles & Company
Massachusetts
$10K -$58.2K -397 -84%
TFS
813
TrustCore Financial Services
Tennessee
$10K -$5.13K -35 -31%
LWANC
814
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K
PB
815
Pinnacle Bancorp
Nebraska
$10K
AIM
816
Artemis Investment Management
United Kingdom
$9.03K +$5.32M +36,325 +120%
TPWA
817
TRUE Private Wealth Advisors
Oregon
$9K -$1.32K -9 -11%
CCA
818
Column Capital Advisors
Indiana
$9K
SC
819
Solstein Capital
California
$9K
SIM
820
Sonora Investment Management
Arizona
$9K +$10.3K +70 New
GWS
821
Glassman Wealth Services
Virginia
$8K +$2.34K +16 +37%
TC
822
Truvestments Capital
Florida
$8K +$8.64K +59 New
BII
823
Bainco International Investors
Massachusetts
$8K +$8.79K +60 New
CI
824
CX Institutional
Indiana
$7K -$879 -6 -11%
FMII
825
Farmers & Merchants Investments Inc
Nebraska
$7K

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.