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McKesson
MCK

Overview Fund Activity

855 hedge funds and large institutions have $18.3B invested in McKesson in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 237 increasing their positions, 389 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+6
Holders Change %
+0.71%
% of All Funds
19.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
111
Increased
237
Reduced
389
Closed
96
Calls
$156M
Puts
$172M
Net Calls
-$16.1M
Net Calls Change
-$32.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$187M
2
Ameriprise
Ameriprise
Minnesota
+$171M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$151M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$68M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$48.1M

Top Sellers

1
PCM
PAR Capital Management
Massachusetts
-$438M
2
Citadel Advisors
Citadel Advisors
Florida
-$134M
3
VVP
Vulcan Value Partners
Alabama
-$102M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$80.3M
5
Boston Partners
Boston Partners
Massachusetts
-$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
826
NewSquare Capital
Pennsylvania
$4K – – –
BWM
827
Baystate Wealth Management
Massachusetts
$4K – – –
LFG
828
LifePlan Financial Group
Ohio
$4K – – –
HFM
829
Hartford Financial Management
Connecticut
$3K -$6.32K -59 -68%
HR
830
Howe & Rusling
New York
$3K -$1.44K -11 -32%
Fidelity International
831
Fidelity International
Bermuda
$3K – – –
QAM
832
QCI Asset Management
New York
$3K – – –
GWS
833
Glassman Wealth Services
Virginia
$3K +$300 +3 +11%
PWM
834
PRW Wealth Management
Massachusetts
$3K +$3K +30 New
VRM
835
Vectors Research Management
New York
$3K +$3K +31 New
LWM
836
Liberty Wealth Management
California
$3K +$3K +35 New
TFO
837
Tarbox Family Office
California
$2K -$1.06K -9 -35%
BWL
838
Bogart Wealth LLC
Virginia
$2K – – –
FRA
839
Front Row Advisors
California
$2K – – –
TIM
840
Tortoise Investment Management
New York
$2K – – –
AC
841
Avestar Capital
New York
$2K +$1.46K +19 +271%
SIAG
842
Signet Investment Advisory Group
Rhode Island
$2K +$2K +25 New
CT
843
Chicago Trust
Illinois
$1.5K -$149 -1,345 -9%
GT
844
Glenmede Trust
Pennsylvania
$1.03K +$449 +4,072 +78%
MSA
845
Marino Stram & Associates
Massachusetts
$1K – – –
TFA
846
Transamerica Financial Advisors
Florida
$1K – – –
MWM
847
Mascoma Wealth Management
New Hampshire
$1K – – –
CI
848
CX Institutional
Indiana
$1K +$1K +8 New
KCM
849
Karp Capital Management
California
$1K +$1K +9 New
APC
850
Aspire Private Capital
North Carolina
$1K +$1K +9 New
32 33
34
35 36