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McKesson

943 hedge funds and large institutions have $35.9B invested in McKesson in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 398 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

22% more capital invested

Capital invested by funds: $29.5B → $35.9B (+$6.39B)

18% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 82

1% more funds holding

Funds holding: 936943 (+7)

9% less call options, than puts

Call options by funds: $274M | Put options by funds: $301M

1.65% less ownership

Funds ownership: 87.41%85.76% (-1.6%)

19% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 398

Holders
943
Holders Change
+7
Holders Change %
+0.75%
% of All Funds
25.15%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.64%
New
97
Increased
321
Reduced
398
Closed
82
Calls
$274M
Puts
$301M
Net Calls
-$27.2M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
826
Tompkins Financial
New York
$177K -$2.81K -16 -2%
SNT
827
Security National Trust
West Virginia
$166K
CFA
828
Carroll Financial Associates
North Carolina
$163K -$7.89K -45 -5%
GLI
829
Guardian Life Insurance
New York
$159K
WEC
830
Winslow Evans & Crocker
Massachusetts
$152K +$17.7K +101 +14%
SWA
831
Sutton Wealth Advisors
Florida
$150K +$526 +3 +0.4%
BAM
832
Barrett Asset Management
New York
$149K
SC
833
SRB Corp
Massachusetts
$147K -$18.2K -104 -12%
AA
834
Apriem Advisors
California
$140K -$3.68K -21 -3%
NFG
835
Next Financial Group
Texas
$140K
BEAM
836
Baker Ellis Asset Management
Washington
$137K
M
837
MOTCO
Texas
$132K -$19.8K -113 -14%
WG
838
Welch Group
Alabama
$126K +$118K +675 New
CSS
839
Cubist Systematic Strategies
Connecticut
$123K -$2.58M -14,733 -96%
VCM
840
Versant Capital Management
Arizona
$119K -$877 -5 -0.8%
KLI
841
Kelman-Lazarov Inc
Tennessee
$115K +$107K +612 New
SAMC
842
Shinko Asset Management Company
Japan
$112K
CIM
843
CenturyLink Investment Management
Colorado
$101K -$506K -2,884 -84%
TC
844
Trust Company
Kansas
$93K
AIM
845
Acrospire Investment Management
Illinois
$93K +$35.1K +200 +67%
AP
846
Atwood & Palmer
Missouri
$89K
FANJ
847
Financial Architects (New Jersey)
New Jersey
$87K
NCMG
848
NCM Capital Management Group
North Carolina
$84K -$4.38K -25 -5%
ED
849
Exane Derivatives
France
$78.8K -$1.4K -8 -2%
NYLT
850
New York Life Trust
New York
$78K +$73K +416 New

MCK Hedge Fund Activity: Q2 2016 in Review

943 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2016, worth a combined $35.9B — up 22% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MCK positions and 82 closed out — a net gain of 15 holders — while 321 added to existing stakes and 398 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $678M. The largest seller was Royal London Asset Management, cutting an estimated $1.56B.

  • 943 institutional investors held McKesson (MCK) as of Q2 2016, up from 936 in Q1 2016.
  • Funds reported $35.9B of McKesson stock for Q2 2016, up 22% quarter-over-quarter.
  • 97 funds opened new McKesson positions in Q2 2016 and 82 closed out, a net change of +15 holders.
  • The largest McKesson buyer in Q2 2016 was Wellington Management Group, an estimated $678M added.
  • The largest McKesson seller in Q2 2016 was Royal London Asset Management, an estimated $1.56B sold.

Based on aggregated 13F filings for Q2 2016.