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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
826
National Planning Corporation
California
$230K +$281K +1,490 New
NPT
827
Nixon Peabody Trust
Massachusetts
$229K +$219K +1,160 New
ACM
828
Argentus Capital Management
Texas
$226K -$369K -1,956 -63%
CBU
829
CIBC Bank USA
Illinois
$226K -$164K -870 -43%
GBT
830
Grove Bank & Trust
Florida
$226K +$217K +1,148 New
VFA
831
Voya Financial Advisors
Connecticut
$224K +$213K +1,128 New
CBTWT
832
Community Bank & Trust (Waco, Texas)
Texas
$223K +$213K +1,130 New
PTC
833
Petrus Trust Company
Texas
$223K +$213K +1,130 New
PFPT
834
Pinnacle Financial Partners (Tennessee)
Tennessee
$220K +$210K +1,114 New
HAIM
835
Hunter Associates Investment Management
Pennsylvania
$219K +$210K +1,110 New
NEPPG
836
New England Professional Planning Group
Rhode Island
$218K +$2.27K +12 +1%
GJIC
837
Gamble Jones Investment Counsel
California
$217K
SRAM
838
Stone Ridge Asset Management
New York
$217K
KCM
839
Karp Capital Management
California
$217K +$75.5K +400 +57%
KPCM
840
Kings Point Capital Management
New York
$216K +$36.2K +192 +21%
RWA
841
River Wealth Advisors
Pennsylvania
$216K +$207K +1,095 New
GLI
842
Guardian Life Insurance
New York
$215K -$50.6K -268 -20%
CCG
843
Cypress Capital Group
Florida
$215K +$206K +1,089 New
DTL
844
Dynamic Technology Lab
Singapore
$214K -$115K -609 -36%
FBA
845
Front Barnett Associates
Illinois
$212K +$203K +1,075 New
SGCA
846
Steel Grove Capital Advisors
Tennessee
$212K +$203K +1,075 New
WSC
847
Wellington Shields & Co
New York
$212K +$203K +1,077 New
ADL
848
Asset Dedication LLC
California
$209K +$200K +1,058 New
GC
849
Gratus Capital
Georgia
$208K +$199K +1,055 New
BWA
850
Burt Wealth Advisors
Maryland
$205K +$7.93K +42 +4%

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.