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McKesson

925 hedge funds and large institutions have $44.6B invested in McKesson in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 332 increasing their positions, 355 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 48

24% more funds holding in top 10

Funds holding in top 10: 3847 (+9)

9% more capital invested

Capital invested by funds: $41.1B → $44.6B (+$3.5B)

4% more funds holding

Funds holding: 888925 (+37)

0.72% less ownership

Funds ownership: 85.73%85% (-0.72%)

6% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 355

30% less call options, than puts

Call options by funds: $120M | Put options by funds: $173M

Holders
925
Holders Change
+37
Holders Change %
+4.17%
% of All Funds
24.65%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
1.25%
New
96
Increased
332
Reduced
355
Closed
48
Calls
$120M
Puts
$173M
Net Calls
-$52.6M
Net Calls Change
+$77.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
851
Baker Ellis Asset Management
Washington
$109K +$106K +480 New
NCMG
852
NCM Capital Management Group
North Carolina
$107K
TWA
853
TCI Wealth Advisors
Arizona
$100K -$26.6K -120 -21%
EFSCE
854
Enterprise Financial Services Corp (EFSC)
Missouri
$98K
SFWA
855
Summit Financial Wealth Advisors
Louisiana
$97K
PSI
856
Pinnacle Summer Investments
Virginia
$91K
AF
857
Allworth Financial
California
$86K +$84.7K +382 New
PCM
858
Parsons Capital Management
Rhode Island
$80K +$78.7K +355 New
AIM
859
Advantage Investment Management
Iowa
$77K
RA
860
Rational Advisors
New York
$75K -$48.8K -220 -40%
MPWT
861
MassMutual Private Wealth & Trust
Connecticut
$70.8K +$69.4K +313 New
CGT
862
Capital Guardian Trust
California
$69K +$67.6K +305 New
LWA
863
Lenox Wealth Advisors
New York
$59K
IWMPD
864
Integrated Wealth Management (Palm Desert)
California
$58K +$57.4K +259 New
NYLT
865
New York Life Trust
New York
$57K +$56.1K +253 New
CHP
866
Cable Hill Partners
Oregon
$56K -$22.2K -100 -28%
LWCFA
867
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K
TNB
868
Thomasville National Bank
Georgia
$51K +$49.9K +225 New
GAM
869
Gemmer Asset Management
California
$50K -$40.6K -183 -46%
WA
870
WFG Advisors
Texas
$50K -$11.1K -50 -18%
IPC
871
Independent Portfolio Consultants
Florida
$49K +$20.4K +92 +75%
PSUF
872
People's United Financial
Connecticut
$47K +$45.9K +207 New
IC
873
Intersect Capital
California
$46K -$4.66K -21 -9%
SSB
874
Sandy Spring Bank
Maryland
$45K -$29.5K -133 -40%
PO
875
Private Ocean
California
$45K -$11.8K -53 -21%

MCK Hedge Fund Activity: Q1 2015 in Review

925 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2015, worth a combined $44.6B — up 8.5% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new MCK positions and 48 closed out — a net gain of 48 holders — while 332 added to existing stakes and 355 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $489M. The largest seller was Maverick Capital, cutting an estimated $194M.

  • 925 institutional investors held McKesson (MCK) as of Q1 2015, up from 888 in Q4 2014.
  • Funds reported $44.6B of McKesson stock for Q1 2015, up 8.5% quarter-over-quarter.
  • 96 funds opened new McKesson positions in Q1 2015 and 48 closed out, a net change of +48 holders.
  • The largest McKesson buyer in Q1 2015 was JP Morgan Chase, an estimated $489M added.
  • The largest McKesson seller in Q1 2015 was Maverick Capital, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2015.