We are live on ! Find out more
MCK icon

McKesson

943 hedge funds and large institutions have $35.9B invested in McKesson in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 398 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

22% more capital invested

Capital invested by funds: $29.5B → $35.9B (+$6.39B)

18% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 82

1% more funds holding

Funds holding: 936943 (+7)

9% less call options, than puts

Call options by funds: $274M | Put options by funds: $301M

1.65% less ownership

Funds ownership: 87.41%85.76% (-1.6%)

19% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 398

Holders
943
Holders Change
+7
Holders Change %
+0.75%
% of All Funds
25.15%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.64%
New
97
Increased
321
Reduced
398
Closed
82
Calls
$274M
Puts
$301M
Net Calls
-$27.2M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
851
Adirondack Trust Company
New York
$77K -$877 -5 -1%
BKA
852
Brick & Kyle Associates
Pennsylvania
$77K
SCM
853
Southport Capital Management
Tennessee
$75K +$70.2K +400 New
HFM
854
Hartford Financial Management
Connecticut
$73K
VIA
855
Vantage Investment Advisors
Pennsylvania
$72K -$10.7K -61 -14%
PMFA
856
Plante Moran Financial Advisors
Michigan
$71K -$73.7K -420 -52%
AF
857
Allworth Financial
California
$71K
KTC
858
Kistler-Tiffany Companies
Pennsylvania
$71K
WA
859
WFG Advisors
Texas
$71K +$2.81K +16 +4%
TWI
860
Thomas White International
Illinois
$69K -$78.4K -447 -55%
IWMPD
861
Integrated Wealth Management (Palm Desert)
California
$68K +$175 +1 +0.3%
EFSCE
862
Enterprise Financial Services Corp (EFSC)
Missouri
$66K +$5.09K +29 +9%
CG
863
Cutler Group
California
$65K -$43.9K -250 -42%
SCA
864
Stuart Chaussee & Associates
California
$63K
FFC
865
First Financial Corp
Indiana
$60K -$119K -680 -68%
PFS
866
Physicians Financial Services
North Carolina
$56K -$17.5K -100 -25%
KLWA
867
Kelly Lawrence W & Associates
California
$56K +$52.6K +300 New
PCP
868
Proficio Capital Partners
Massachusetts
$53K +$14.7K +84 +44%
MPWT
869
MassMutual Private Wealth & Trust
Connecticut
$52.4K +$526 +3 +1%
AW
870
Alpha Windward
Massachusetts
$50K +$30.2K +172 +179%
LWA
871
Lenox Wealth Advisors
New York
$49K
OFS
872
Orrstown Financial Services
Pennsylvania
$49K +$46.5K +265 New
CA
873
CapWealth Advisors
Tennessee
$48K
GXMC
874
Global X Management Company
New York
$48K +$27.7K +158 +160%
HIIFS
875
Harel Insurance Investments & Financial Services
Israel
$47K +$8.77K +50 +25%

MCK Hedge Fund Activity: Q2 2016 in Review

943 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2016, worth a combined $35.9B — up 22% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MCK positions and 82 closed out — a net gain of 15 holders — while 321 added to existing stakes and 398 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $678M. The largest seller was Royal London Asset Management, cutting an estimated $1.56B.

  • 943 institutional investors held McKesson (MCK) as of Q2 2016, up from 936 in Q1 2016.
  • Funds reported $35.9B of McKesson stock for Q2 2016, up 22% quarter-over-quarter.
  • 97 funds opened new McKesson positions in Q2 2016 and 82 closed out, a net change of +15 holders.
  • The largest McKesson buyer in Q2 2016 was Wellington Management Group, an estimated $678M added.
  • The largest McKesson seller in Q2 2016 was Royal London Asset Management, an estimated $1.56B sold.

Based on aggregated 13F filings for Q2 2016.