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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PO
851
Private Ocean
California
$11K
RFA
852
Reilly Financial Advisors
California
$11K
WIM
853
Westside Investment Management
California
$10.5K +$10.7K +73 New
MA
854
MCF Advisors
Kentucky
$10K -$2.21K -15 -18%
BIG
855
Bellwether Investment Group
Tennessee
$10K +$10.3K +70 New
HR
856
Howe & Rusling
New York
$9K
PCFFS
857
Pacific Center for Financial Services
California
$9K +$9.71K +66 New
WA
858
Winfield Associates
Ohio
$8K -$1.47K -10 -14%
GI
859
Gradient Investments
Minnesota
$8K
MCM
860
MV Capital Management
Maryland
$8K +$8.83K +60 New
PFBT
861
Parkside Financial Bank & Trust
Missouri
$7K -$1.18K -8 -14%
FWM
862
Focused Wealth Management
New York
$7K
PIM
863
Parasol Investment Management
Illinois
$7K
VNA
864
Valley National Advisers
Pennsylvania
$7K
CHP
865
Cable Hill Partners
Oregon
$5K -$7.06K -48 -56%
DAM
866
Delta Asset Management
Tennessee
$5K
FAM
867
Fred Alger Management
New York
$4K -$13.2K -90 -77%
AC
868
Alexandria Capital
Virginia
$4K
QAM
869
QCI Asset Management
New York
$4K +$3.68K +25 New
NC
870
NewSquare Capital
Pennsylvania
$4K +$4.12K +28 New
CAW
871
Cornerstone Advisors (Washington)
Washington
$3K -$5.59K -38 -66%
MFW
872
Mosaic Family Wealth
Missouri
$3K
NCM
873
New Capital Management
Texas
$3K +$2.94K +20 New
MWM
874
Mascoma Wealth Management
New Hampshire
$3K +$3.24K +22 New
FFW
875
Fusion Family Wealth
New York
$3K +$3.53K +24 New

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.