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McKesson

939 hedge funds and large institutions have $32.2B invested in McKesson in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 354 increasing their positions, 354 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $318M | Put options by funds: $264M

1.08% more ownership

Funds ownership: 85.76%86.84% (+1.1%)

6% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 80

0% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 354

0% less funds holding

Funds holding: 942939 (-3)

10% less capital invested

Capital invested by funds: $35.9B → $32.2B (-$3.7B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
939
Holders Change
-3
Holders Change %
-0.32%
% of All Funds
25.05%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.45%
New
85
Increased
354
Reduced
354
Closed
80
Calls
$318M
Puts
$264M
Net Calls
+$54.2M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
826
Guardian Life Insurance
New York
$140K -$1.86K -10 -1%
M
827
MOTCO
Texas
$138K +$22.4K +120 +17%
SC
828
SRB Corp
Massachusetts
$136K +$5.03K +27 +3%
SWA
829
Sutton Wealth Advisors
Florida
$134K
BAM
830
Barrett Asset Management
New York
$133K
AA
831
Apriem Advisors
California
$125K
KLI
832
Kelman-Lazarov Inc
Tennessee
$124K +$25.2K +135 +22%
BEAM
833
Baker Ellis Asset Management
Washington
$123K
WEC
834
Winslow Evans & Crocker
Massachusetts
$119K -$18.6K -100 -12%
VCM
835
Versant Capital Management
Arizona
$108K +$1.68K +9 +1%
WG
836
Welch Group
Alabama
$105K -$8.2K -44 -7%
NYLT
837
New York Life Trust
New York
$97K +$30.4K +163 +39%
IWMPD
838
Integrated Wealth Management (Palm Desert)
California
$95K +$38.2K +205 +56%
SAMC
839
Shinko Asset Management Company
Japan
$94K -$6.71K -36 -6%
MIC
840
MU Investments Company
Japan
$87K -$106K -570 -52%
OFS
841
Orrstown Financial Services
Pennsylvania
$86K +$46.6K +250 +94%
TC
842
Trust Company
Kansas
$83K
AP
843
Atwood & Palmer
Missouri
$79K
FANJ
844
Financial Architects (New Jersey)
New Jersey
$78K
Group One Trading
845
Group One Trading
Illinois
$76K -$2.71M -14,545 -97%
NCMG
846
NCM Capital Management Group
North Carolina
$75K
CG
847
Cutler Group
California
$75K +$18.6K +100 +29%
PMFA
848
Plante Moran Financial Advisors
Michigan
$73K +$10.3K +55 +14%
LWCFA
849
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73K +$37.3K +200 +84%
ASN
850
Advisory Services Network
Georgia
$70K -$505K -2,711 -87%

MCK Hedge Fund Activity: Q3 2016 in Review

939 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2016, worth a combined $32.2B — down 10% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MCK positions and 80 closed out — a net gain of 5 holders — while 354 added to existing stakes and 354 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.32B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.

  • 939 institutional investors held McKesson (MCK) as of Q3 2016, down from 942 in Q2 2016.
  • Funds reported $32.2B of McKesson stock for Q3 2016, down 10% quarter-over-quarter.
  • 85 funds opened new McKesson positions in Q3 2016 and 80 closed out, a net change of +5 holders.
  • The largest McKesson buyer in Q3 2016 was Wellington Management Group, an estimated $1.32B added.
  • The largest McKesson seller in Q3 2016 was T. Rowe Price Associates, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2016.