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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
851
Wagner Wealth Management (South Carolina)
South Carolina
$31K +$5.18K +35 New
CA
852
Crewe Advisors
Utah
$29K +$27.4K +185 New
MBT
853
Monroe Bank & Trust
Michigan
$29K +$27.4K +185 New
MIC
854
MU Investments Company
Japan
$28K
DBT
855
Dubuque Bank & Trust
Iowa
$28K +$2.52K +17 +11%
LFA
856
Legacy Financial Advisors
Kentucky
$26K +$24.9K +168 New
VEA
857
Virtus ETF Advisers
New York
$26K +$24.9K +168 New
HR
858
Howe & Rusling
New York
$25K +$24K +162 New
APA
859
American Portfolios Advisors
New York
$24K +$22.8K +154 New
GT
860
Greenleaf Trust
Michigan
$24K -$6.37K -43 -22%
WAM
861
Watermark Asset Management
California
$24K +$148 +1 +0.7%
PCP
862
Proficio Capital Partners
Massachusetts
$24K +$2.07K +14 +10%
CHP
863
Cable Hill Partners
Oregon
$23K
TODC
864
Trustees of Dartmouth College
New Hampshire
$23K +$22.2K +150 New
DAM
865
Delta Asset Management
Tennessee
$22K
FNB
866
Farmers National Bank
Kentucky
$21K +$19.9K +134 New
SIA
867
SeaBridge Investment Advisors
New Jersey
$19K
KF
868
Krilogy Financial
Missouri
$18K
PW
869
Price Wealth
Texas
$18K +$17.5K +118 New
SPI
870
Santori & Peters Inc
Pennsylvania
$18K +$18.4K +124 New
MFT
871
Moisand Fitzgerald Tamayo
Florida
$17K
PWM
872
Perigon Wealth Management
California
$16K -$366K -2,472 -96%
PFBT
873
Parkside Financial Bank & Trust
Missouri
$16K -$1.48K -10 -9%
FMII
874
Farmers & Merchants Investments Inc
Nebraska
$16K
PFSC
875
Peoples Financial Services Corp
Pennsylvania
$16K

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.