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McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
826
Procyon Advisors
Connecticut
$7K +$439 +3 +7%
AT
827
Arden Trust
Delaware
$7K +$7.32K +50 New
RE
828
RBC Europe
United Kingdom
$6.09K +$6.59K +45 New
FRA
829
Front Row Advisors
California
$6K -$146 -1 -2%
AWM
830
Avior Wealth Management
Nebraska
$6K
LFG
831
LifePlan Financial Group
Ohio
$5K
SC
832
Stralem & Co
New York
$5K +$5.71K +39 New
AIL
833
AGF Investments LLC
Ontario, Canada
$4K -$124K -849 -97%
VNA
834
Valley National Advisers
Pennsylvania
$4K -$3.66K -25 -43%
TFO
835
Tarbox Family Office
California
$4K -$2.05K -14 -31%
BWM
836
Baystate Wealth Management
Massachusetts
$4K
BWL
837
Bogart Wealth LLC
Virginia
$4K
FBT
838
First Bank & Trust
South Dakota
$4K
HFM
839
Hartford Financial Management
Connecticut
$4K
JFA
840
JNBA Financial Advisors
Minnesota
$4K
LWA
841
Lenox Wealth Advisors
New York
$4K +$3.52K +24 +300%
FCH
842
Freestone Capital Holdings
Washington
$3.77K -$199K -1,357 -5%
HGWM
843
Harvest Group Wealth Management
Massachusetts
$3K -$732 -5 -16%
PW
844
Price Wealth
Texas
$3K
AP
845
Arlington Partners
Alabama
$3K +$2.93K +20 New
RWA
846
Ropes Wealth Advisors
Massachusetts
$3K +$2.93K +20 New
GCM
847
Gables Capital Management
Florida
$3K +$3.22K +22 New
RWML
848
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.3K +$293 +2 +13%
PCG
849
Private Capital Group
Connecticut
$2K -$439 -3 -15%
SWM
850
Sugarloaf Wealth Management
Georgia
$2K

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.