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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
851
Ronald Blue & Co
Georgia
$202K -$407K -2,158 -68%
CCM
852
Carderock Capital Management
Maryland
$201K +$192K +1,018 New
Manulife (Manufacturers Life Insurance)
853
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$191K +$26.9M +142,719 +17%
M
854
MOTCO
Texas
$187K -$81.9K -434 -31%
FFC
855
First Financial Corp
Indiana
$187K +$20.8K +110 +13%
SNT
856
Security National Trust
West Virginia
$186K
WEC
857
Winslow Evans & Crocker
Massachusetts
$180K
TSW
858
Thompson Siegel & Walmsley
Virginia
$179K
CFA
859
Carroll Financial Associates
North Carolina
$178K +$3.78K +20 +2%
SI
860
Sentry Investments
Ontario, Canada
$173K +$40.3M +213,250 +32%
NYLT
861
New York Life Trust
New York
$170K +$163K +862 New
TWI
862
Thomas White International
Illinois
$166K -$5.47K -29 -3%
PMFA
863
Plante Moran Financial Advisors
Michigan
$158K -$8.5K -45 -5%
BAM
864
Barrett Asset Management
New York
$158K
AA
865
Apriem Advisors
California
$148K
HIIFS
866
Harel Insurance Investments & Financial Services
Israel
$148K +$142K +750 New
DADC
867
D.A. Davidson & Co
Montana
$146K -$170K -903 -55%
LSV Asset Management
868
LSV Asset Management
Illinois
$138K +$132K +700 New
PG
869
PEAK6 Group
Illinois
$138K +$133K +702 New
SAMC
870
Shinko Asset Management Company
Japan
$128K
VCM
871
Versant Capital Management
Arizona
$128K +$123K +650 New
BEAM
872
Baker Ellis Asset Management
Washington
$125K -$56.6K -300 -32%
MPWT
873
MassMutual Private Wealth & Trust
Connecticut
$124K +$54.9K +291 +87%
WA
874
WFG Advisors
Texas
$110K +$38.9K +206 +58%
KTC
875
Kistler-Tiffany Companies
Pennsylvania
$109K +$39.1K +207 +60%

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.