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McKesson

939 hedge funds and large institutions have $32.2B invested in McKesson in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 354 increasing their positions, 354 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $318M | Put options by funds: $264M

1.08% more ownership

Funds ownership: 85.76%86.84% (+1.1%)

6% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 80

0% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 354

0% less funds holding

Funds holding: 942939 (-3)

10% less capital invested

Capital invested by funds: $35.9B → $32.2B (-$3.7B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
939
Holders Change
-3
Holders Change %
-0.32%
% of All Funds
25.05%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.45%
New
85
Increased
354
Reduced
354
Closed
80
Calls
$318M
Puts
$264M
Net Calls
+$54.2M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
851
Adirondack Trust Company
New York
$69K
HFM
852
Hartford Financial Management
Connecticut
$66K
KTC
853
Kistler-Tiffany Companies
Pennsylvania
$65K +$932 +5 +1%
AF
854
Allworth Financial
California
$64K
RBC
855
Roble Belko & Company
Pennsylvania
$63K +$41.9K +225 +150%
WA
856
WFG Advisors
Texas
$62K -$1.86K -10 -3%
BKA
857
Brick & Kyle Associates
Pennsylvania
$58K -$13K -70 -17%
SCA
858
Stuart Chaussee & Associates
California
$56K
VIA
859
Vantage Investment Advisors
Pennsylvania
$54K -$11K -59 -15%
PG
860
Patten Group
Tennessee
$53.5K +$18.6K +100 +43%
EFSCE
861
Enterprise Financial Services Corp (EFSC)
Missouri
$51K -$9.51K -51 -14%
ST
862
Smithfield Trust
Pennsylvania
$51K +$24.8K +133 +77%
PFS
863
Physicians Financial Services
North Carolina
$50K
CAL
864
Capital Analysts LLC
Pennsylvania
$46.4K -$344K -1,844 -87%
GBBWRPM
865
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$46K +$18.3K +98 +54%
PCP
866
Proficio Capital Partners
Massachusetts
$45K -$932 -5 -2%
AW
867
Alpha Windward
Massachusetts
$45K
LWA
868
Lenox Wealth Advisors
New York
$44K
ED
869
Exane Derivatives
France
$43.8K -$29.6K -159 -38%
CA
870
CapWealth Advisors
Tennessee
$43K
FFC
871
First Financial Corp
Indiana
$41K -$14K -75 -23%
JWA
872
JFS Wealth Advisors
Pennsylvania
$41K
GAM
873
Gemmer Asset Management
California
$40K
WA
874
WealthTrust-Arizona
Arizona
$40K
SAM
875
Shamrock Asset Management
Texas
$39K +$26.1K +140 +146%

MCK Hedge Fund Activity: Q3 2016 in Review

939 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2016, worth a combined $32.2B — down 10% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MCK positions and 80 closed out — a net gain of 5 holders — while 354 added to existing stakes and 354 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.32B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.

  • 939 institutional investors held McKesson (MCK) as of Q3 2016, down from 942 in Q2 2016.
  • Funds reported $32.2B of McKesson stock for Q3 2016, down 10% quarter-over-quarter.
  • 85 funds opened new McKesson positions in Q3 2016 and 80 closed out, a net change of +5 holders.
  • The largest McKesson buyer in Q3 2016 was Wellington Management Group, an estimated $1.32B added.
  • The largest McKesson seller in Q3 2016 was T. Rowe Price Associates, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2016.