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McKesson

877 hedge funds and large institutions have $28.5B invested in McKesson in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 304 increasing their positions, 365 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.38% more ownership

Funds ownership: 85.87%88.25% (+2.4%)

5% less capital invested

Capital invested by funds: $29.9B → $28.5B (-$1.37B)

4% less funds holding

Funds holding: 909877 (-32)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

17% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 365

29% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 84

32% less call options, than puts

Call options by funds: $193M | Put options by funds: $286M

Holders
877
Holders Change
-32
Holders Change %
-3.52%
% of All Funds
21.86%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.47%
New
60
Increased
304
Reduced
365
Closed
84
Calls
$193M
Puts
$286M
Net Calls
-$93M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
851
Valley National Advisers
Pennsylvania
$8K
TFO
852
Tarbox Family Office
California
$8K +$1.41K +9 +23%
CAL
853
Capital Analysts LLC
Pennsylvania
$8K +$7.96K +51 New
HIM
854
Hillsdale Investment Management
Ontario, Canada
$7K -$250K -1,600 -97%
WA
855
Winfield Associates
Ohio
$7K -$1.56K -10 -18%
PFO
856
Pathstone Family Office
New Jersey
$6K -$74K -474 -92%
IWMA
857
Ironwood Wealth Management (Arizona)
Arizona
$6K +$6.24K +40 New
AIL
858
AGF Investments LLC
Ontario, Canada
$5K
KTC
859
Kistler-Tiffany Companies
Pennsylvania
$5K
SIAS
860
Shine Investment Advisory Services
Colorado
$5K +$4.68K +30 New
MCIA
861
Mountain Capital Investment Advisors
Colorado
$4K -$228K -1,463 -98%
TFA
862
Transamerica Financial Advisors
Florida
$4K -$312 -2 -9%
BWM
863
Baystate Wealth Management
Massachusetts
$4K
NC
864
NewSquare Capital
Pennsylvania
$4K
QAM
865
QCI Asset Management
New York
$4K
CP
866
Corbenic Partners
Pennsylvania
$4K +$3.59K +23 New
DSN
867
D. Scott Neal
Kentucky
$4K +$4.06K +26 New
NCM
868
New Capital Management
Texas
$3K
Walleye Trading
869
Walleye Trading
New York
$2.22K +$2.25M +14,430 New
IAS
870
INR Advisory Services
Pennsylvania
$2K -$7.65K -49 -82%
OFW
871
Omnia Family Wealth
Florida
$2K -$3.59K -23 -62%
MFW
872
Mosaic Family Wealth
Missouri
$2K -$2.97K -19 -54%
LF
873
Lee Financial
Texas
$2K
CT
874
Chicago Trust
Illinois
$1.86K +$470K +3,011 +33%
NSB
875
Norway Savings Bank
Maine
$1K

MCK Hedge Fund Activity: Q3 2017 in Review

877 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2017, worth a combined $28.5B — down 4.6% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of MCK and 60 opened new positions — a net loss of 24 holders — while 365 trimmed existing stakes and 304 added.

The largest buyer was Fidelity Investments, adding an estimated $245M. The largest seller was Two Sigma Investments, cutting an estimated $141M.

  • 877 institutional investors held McKesson (MCK) as of Q3 2017, down from 909 in Q2 2017.
  • Funds reported $28.5B of McKesson stock for Q3 2017, down 4.6% quarter-over-quarter.
  • 60 funds opened new McKesson positions in Q3 2017 and 84 closed out, a net change of -24 holders.
  • The largest McKesson buyer in Q3 2017 was Fidelity Investments, an estimated $245M added.
  • The largest McKesson seller in Q3 2017 was Two Sigma Investments, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2017.