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McKesson

864 hedge funds and large institutions have $21.6B invested in McKesson in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 256 increasing their positions, 359 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 72

3% more funds holding

Funds holding: 839864 (+25)

0.45% more ownership

Funds ownership: 86.26%86.7% (+0.45%)

1% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$141M)

1% less call options, than puts

Call options by funds: $164M | Put options by funds: $166M

29% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 359

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
864
Holders Change
+25
Holders Change %
+2.98%
% of All Funds
17.02%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.24%
New
113
Increased
256
Reduced
359
Closed
72
Calls
$164M
Puts
$166M
Net Calls
-$2M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
826
Front Row Advisors
California
$7K +$565 +4 +9%
BL
827
Balentine LLC
Georgia
$7K +$848 +6 +13%
SQA
828
Simon Quick Advisors
New Jersey
$7K +$7.07K +50 New
AWM
829
Avior Wealth Management
Nebraska
$6K -$7.92K -56 -53%
GWS
830
Glassman Wealth Services
Virginia
$6K +$424 +3 +8%
TFO
831
Tarbox Family Office
California
$6K +$1.98K +14 +45%
PA
832
Procyon Advisors
Connecticut
$6K +$6.5K +46 New
RIA
833
Realta Investment Advisors
Delaware
$5K -$165K -1,170 -97%
EWA
834
Evolution Wealth Advisors
Florida
$5K -$2.12K -15 -28%
LFG
835
LifePlan Financial Group
Ohio
$5K
ED
836
Exane Derivatives
France
$4.93K -$3.29M -23,283 -100%
ACM
837
Allred Capital Management
Texas
$4.29K +$4.38K +31 New
FCH
838
Freestone Capital Holdings
Washington
$4.05K -$344K -2,431 -8%
JFGIW
839
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K -$25.4K -180 -85%
FBT
840
First Bank & Trust
South Dakota
$4K
HFM
841
Hartford Financial Management
Connecticut
$4K
HGWM
842
Harvest Group Wealth Management
Massachusetts
$4K
BWM
843
Baystate Wealth Management
Massachusetts
$4K +$141 +1 +3%
BWL
844
Bogart Wealth LLC
Virginia
$4K +$1.13K +8 +38%
JFA
845
JNBA Financial Advisors
Minnesota
$4K +$1.41K +10 +56%
ACM
846
Anfield Capital Management
California
$4K +$4.52K +32 New
QAM
847
QCI Asset Management
New York
$3K
PW
848
Price Wealth
Texas
$3K +$707 +5 +31%
RFM
849
Royal Fund Management
Florida
$3K +$3.53K +25 New
RWML
850
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.08K

MCK Hedge Fund Activity: Q4 2019 in Review

864 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2019, worth a combined $21.6B — down 0.65% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MCK positions and 72 closed out — a net gain of 41 holders — while 256 added to existing stakes and 359 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $213M. The largest seller was Kiltearn Partners, exiting entirely with an estimated $152M sold.

  • 864 institutional investors held McKesson (MCK) as of Q4 2019, up from 839 in Q3 2019.
  • Funds reported $21.6B of McKesson stock for Q4 2019, down 0.65% quarter-over-quarter.
  • 113 funds opened new McKesson positions in Q4 2019 and 72 closed out, a net change of +41 holders.
  • The largest McKesson buyer in Q4 2019 was Viking Global Investors, an estimated $213M added.
  • The largest McKesson seller in Q4 2019 was Kiltearn Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.