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McKesson
MCK

817 hedge funds and large institutions have $38.3B invested in McKesson in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 304 increasing their positions, 325 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

3% more capital invested

Capital invested by funds: $37.4B → $38.3B (+$952M)

0% more funds holding

Funds holding: 815 → 817 (+2)

0% more funds holding in top 10

Funds holding in top 10: 37 → 37 (0)

0.93% less ownership

Funds ownership: 86.12% → 85.18% (-0.93%)

6% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 325

42% less call options, than puts

Call options by funds: $197M | Put options by funds: $343M

Holders
817
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
23.7%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.07%
New
59
Increased
304
Reduced
325
Closed
46
Calls
$197M
Puts
$343M
Net Calls
-$146M
Net Calls Change
-$204M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$220M
2
Wells Fargo
Wells Fargo
California
+$132M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$127M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$107M
5
AIM
abrdn Investment Management
United Kingdom
+$100M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$316M
2
GCM
Glenview Capital Management
New York
-$187M
3
Lazard Asset Management
Lazard Asset Management
New York
-$134M
4
PHS
PFM Health Sciences
California
-$132M
5
Boston Partners
Boston Partners
Massachusetts
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
851
Financial Counselors Inc
Kansas
– -$271K -1,455 Closed
ZDA
852
Zweig-DiMenna Associates
New York
– -$242K -1,300 Closed
FCH
853
Freestone Capital Holdings
Washington
– -$234K -1,258 Closed
NYLT
854
New York Life Trust
New York
– -$160K -829 Closed
NIM
855
NuWave Investment Management
New Jersey
– -$117K -628 Closed
HCP
856
Holt Capital Partners
Texas
– -$112K -600 Closed
GI
857
Gradient Investments
Minnesota
– -$88K -475 Closed
PAS
858
Partnervest Advisory Services
California
– -$87K -469 Closed
PAM
859
Paradigm Asset Management
New York
– -$83.8K -450 Closed
PR
860
Payden & Rygel
California
– -$56K -300 Closed
TWM
861
Torch Wealth Management
Ohio
– -$48K -260 Closed
MBT
862
Monroe Bank & Trust
Michigan
– -$19K -100 Closed
GC
863
Globeflex Capital
California
– -$5K -31 Closed
CAW
864
Cornerstone Advisors (Washington)
Washington
– -$1K -6 Closed
31 32 33 34
35

MCK Hedge Fund Activity: Q3 2014 in Review

817 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2014, worth a combined $38.3B — up 2.5% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MCK positions and 46 closed out — a net gain of 13 holders — while 304 added to existing stakes and 325 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $220M. The largest seller was Norges Bank, cutting an estimated $316M.

  • 817 institutional investors held McKesson (MCK) as of Q3 2014, up from 815 in Q2 2014.
  • Funds reported $38.3B of McKesson stock for Q3 2014, up 2.5% quarter-over-quarter.
  • 59 funds opened new McKesson positions in Q3 2014 and 46 closed out, a net change of +13 holders.
  • The largest McKesson buyer in Q3 2014 was Massachusetts Financial Services, an estimated $220M added.
  • The largest McKesson seller in Q3 2014 was Norges Bank, an estimated $316M sold.

Based on aggregated 13F filings for Q3 2014.