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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
826
OneDigital Investment Advisors
Kansas
$53K +$7.41K +50 +17%
TL
827
TrueWealth LLC
Georgia
$52K +$49K +331 New
SFSIG
828
San Francisco Sentry Investment Group
California
$51K +$3.7K +25 +8%
BTIS
829
BB&T Investment Services
North Carolina
$51K +$41.3K +279 +148%
GBT
830
Grove Bank & Trust
Florida
$50K
ST
831
Smithfield Trust
Pennsylvania
$50K +$22.8K +154 +95%
PMFA
832
Plante Moran Financial Advisors
Michigan
$48K +$1.48K +10 +3%
VIA
833
Vantage Investment Advisors
Pennsylvania
$47K -$3.85K -26 -8%
DCM
834
Delpha Capital Management
New York
$46K +$43.7K +295 New
VFA
835
Valeo Financial Advisors
Indiana
$45K +$15.1K +102 +55%
ZB
836
Zions Bancorporation
Utah
$43K
LWCFA
837
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K
FAM
838
Fred Alger Management
New York
$41K +$19.1K +129 +97%
JWA
839
JFS Wealth Advisors
Pennsylvania
$40K
EFSCE
840
Enterprise Financial Services Corp (EFSC)
Missouri
$40K +$9.19K +62 +32%
BWM
841
Baystate Wealth Management
Massachusetts
$40K +$29.6K +200 +667%
OFW
842
Omnia Family Wealth
Florida
$40K +$35.9K +242 +1,729%
CBT
843
Capital Bank & Trust
California
$36K +$7.11K +48 +26%
GAM
844
Gemmer Asset Management
California
$35K -$2.81K -19 -8%
GI
845
Gradient Investments
Minnesota
$35K +$33.2K +224 New
SSB
846
Sandy Spring Bank
Maryland
$34K -$764K -5,156 -96%
PG
847
Patten Group
Tennessee
$33K
FFC
848
First Financial Corp
Indiana
$32K
KA
849
Kaizen Advisory
Illinois
$32K +$30.2K +204 New
RFA
850
Reilly Financial Advisors
California
$31K

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.