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McKesson

909 hedge funds and large institutions have $29.9B invested in McKesson in 2017 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 319 increasing their positions, 362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

36% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 76

10% more capital invested

Capital invested by funds: $27.2B → $29.9B (+$2.65B)

2% more funds holding

Funds holding: 890909 (+19)

0.79% less ownership

Funds ownership: 86.67%85.87% (-0.79%)

12% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 362

37% less call options, than puts

Call options by funds: $252M | Put options by funds: $397M

Holders
909
Holders Change
+19
Holders Change %
+2.13%
% of All Funds
22.66%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.55%
New
103
Increased
319
Reduced
362
Closed
76
Calls
$252M
Puts
$397M
Net Calls
-$146M
Net Calls Change
-$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
826
City Holding Co
West Virginia
$66K +$15.2K +100 +33%
WOC
827
West Oak Capital
California
$65.8K -$198K -1,307 -77%
AF
828
Allworth Financial
California
$63K
MM
829
Midas Management
New York
$60K
OIA
830
OneDigital Investment Advisors
Kansas
$55K +$50.9K +336 New
VIA
831
Vantage Investment Advisors
Pennsylvania
$54K
FANJ
832
Financial Architects (New Jersey)
New Jersey
$53K +$10.6K +70 +27%
WA
833
WealthTrust-Arizona
Arizona
$53K +$11.4K +75 +30%
LWCFA
834
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K -$7.58K -50 -15%
GBBWRPM
835
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$45K
JWA
836
JFS Wealth Advisors
Pennsylvania
$42K -$36.8K -243 -49%
FMII
837
Farmers & Merchants Investments Inc
Nebraska
$42K +$22.4K +148 +138%
GAM
838
Gemmer Asset Management
California
$40K +$152 +1 +0.4%
MIC
839
MU Investments Company
Japan
$38K -$7.58K -50 -18%
SFSIG
840
San Francisco Sentry Investment Group
California
$38K +$35K +231 New
FFC
841
First Financial Corp
Indiana
$34K -$3.64K -24 -10%
GI
842
Gradient Investments
Minnesota
$34K +$26.5K +175 +515%
CBT
843
Capital Bank & Trust
California
$34K +$31.2K +206 New
AIM
844
Acrospire Investment Management
Illinois
$33K -$91K -600 -75%
RFA
845
Reilly Financial Advisors
California
$33K
PG
846
Patten Group
Tennessee
$32K -$7.58K -50 -19%
EFSCE
847
Enterprise Financial Services Corp (EFSC)
Missouri
$32K -$3.94K -26 -12%
MBT
848
Monroe Bank & Trust
Michigan
$30K
TRCT
849
Tower Research Capital (TRC)
New York
$30K +$27.6K +182 New
WIM
850
Westside Investment Management
California
$29.6K

MCK Hedge Fund Activity: Q2 2017 in Review

909 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2017, worth a combined $29.9B — up 9.7% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MCK positions and 76 closed out — a net gain of 27 holders — while 319 added to existing stakes and 362 trimmed.

The largest buyer was Ruffer LLP, opening a new position worth an estimated $201M. The largest seller was Capital Research Global Investors, cutting an estimated $1.11B.

  • 909 institutional investors held McKesson (MCK) as of Q2 2017, up from 890 in Q1 2017.
  • Funds reported $29.9B of McKesson stock for Q2 2017, up 9.7% quarter-over-quarter.
  • 103 funds opened new McKesson positions in Q2 2017 and 76 closed out, a net change of +27 holders.
  • The largest McKesson buyer in Q2 2017 was Ruffer LLP, an estimated $201M added.
  • The largest McKesson seller in Q2 2017 was Capital Research Global Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2017.