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McKesson

1,098 hedge funds and large institutions have $31.9B invested in McKesson in 2021 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 357 increasing their positions, 360 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 50

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

50% more call options, than puts

Call options by funds: $456M | Put options by funds: $304M

21% more capital invested

Capital invested by funds: $26.3B → $31.9B (+$5.58B)

14% more funds holding

Funds holding: 9671,098 (+131)

0.83% less ownership

Funds ownership: 85.43%84.6% (-0.83%)

1% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 360

Holders
1,098
Holders Change
+131
Holders Change %
+13.55%
% of All Funds
16.9%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.38%
New
197
Increased
357
Reduced
360
Closed
50
Calls
$456M
Puts
$304M
Net Calls
+$152M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
826
Focus Partners Advisor Solutions
Missouri
$276K +$244K +1,112 New
FCBT
827
First Citizens Bank & Trust
North Carolina
$275K +$243K +1,107 New
EWM
828
EPG Wealth Management
Georgia
$274K +$4.39K +20 +2%
4WM
829
44 Wealth Management
Oregon
$272K -$2.42K -11 -1%
IFWM
830
Institute for Wealth Management
Colorado
$270K
NO
831
Ninety One
South Africa
$268K +$139K +634 +144%
MA
832
Mutual Advisors
Nebraska
$266K +$1.1K +5 +0.5%
PFPT
833
Pinnacle Financial Partners (Tennessee)
Tennessee
$265K -$439 -2 -0.2%
BWM
834
Buckley Wealth Management
Nevada
$263K
CCA
835
Checchi Capital Advisers
California
$263K +$4.39K +20 +2%
PWMAG
836
Pinnacle Wealth Management Advisory Group
New Jersey
$262K -$5.49K -25 -2%
PFA
837
Pure Financial Advisors
California
$260K
VFA
838
Voya Financial Advisors
Connecticut
$260K +$6.15K +28 +3%
EN1L
839
Engine No 1 LLC
California
$260K +$229K +1,044 New
CIBC Private Wealth Group
840
CIBC Private Wealth Group
Georgia
$259K -$3.17M -14,453 -93%
BPA
841
Beacon Pointe Advisors
California
$257K -$43.9K -200 -16%
CFA
842
Carroll Financial Associates
North Carolina
$256K -$29K -132 -11%
CBTWT
843
Community Bank & Trust (Waco, Texas)
Texas
$256K
NF
844
NTB Financial
Colorado
$256K +$226K +1,028 New
OPS
845
Orion Portfolio Solutions
Nebraska
$256K +$226K +1,028 New
WC
846
Whitney & Co
New York
$255K -$22K -100 -9%
CFG
847
Cooper Financial Group
California
$254K +$1.98K +9 +0.9%
OTL
848
Oak Thistle LLC
New York
$253K +$223K +1,017 New
Luther King Capital Management (LKCM)
849
Luther King Capital Management (LKCM)
Texas
$252K +$223K +1,015 New
ECM
850
EagleClaw Capital Management
Massachusetts
$251K

MCK Hedge Fund Activity: Q4 2021 in Review

1,098 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2021, worth a combined $31.9B — up 21% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new MCK positions and 50 closed out — a net gain of 147 holders — while 357 added to existing stakes and 360 trimmed.

The largest buyer was Samlyn Capital, opening a new position worth an estimated $70.2M. The largest seller was Nordea Investment Management, cutting an estimated $323M.

  • 1,098 institutional investors held McKesson (MCK) as of Q4 2021, up from 967 in Q3 2021.
  • Funds reported $31.9B of McKesson stock for Q4 2021, up 21% quarter-over-quarter.
  • 197 funds opened new McKesson positions in Q4 2021 and 50 closed out, a net change of +147 holders.
  • The largest McKesson buyer in Q4 2021 was Samlyn Capital, an estimated $70.2M added.
  • The largest McKesson seller in Q4 2021 was Nordea Investment Management, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2021.