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McKesson

1,098 hedge funds and large institutions have $31.9B invested in McKesson in 2021 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 357 increasing their positions, 360 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 50

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

50% more call options, than puts

Call options by funds: $456M | Put options by funds: $304M

21% more capital invested

Capital invested by funds: $26.3B → $31.9B (+$5.58B)

14% more funds holding

Funds holding: 9671,098 (+131)

0.83% less ownership

Funds ownership: 85.43%84.6% (-0.83%)

1% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 360

Holders
1,098
Holders Change
+131
Holders Change %
+13.55%
% of All Funds
16.9%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.38%
New
197
Increased
357
Reduced
360
Closed
50
Calls
$456M
Puts
$304M
Net Calls
+$152M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
851
Banque Pictet & Cie
Switzerland
$250K +$221K +1,007 New
BW
852
Basepoint Wealth
Iowa
$250K +$221K +1,005 New
HPWA
853
Hall Private Wealth Advisors
North Carolina
$249K +$220K +1,000 New
HPWM
854
High Pines Wealth Management
Massachusetts
$249K +$220K +1,000 New
HI
855
Harbour Investments
Wisconsin
$247K -$806K -3,669 -79%
FCCM
856
First City Capital Management
Georgia
$246K +$203K +925 New
MA
857
MKT Advisors
California
$246K +$218K +995 New
SCM
858
Shelton Capital Management
Colorado
$244K -$14.7K -67 -6%
CC
859
Courier Capital
New York
$242K +$214K +975 New
GLLW
860
Graves Light Lenhart Wealth
Virginia
$241K
I2I
861
Insight 2811 Inc
Illinois
$241K +$213K +968 New
AAM
862
Arabesque Asset Management
United Kingdom
$241K +$213K +970 New
CAI
863
Capital Advisors Inc
Oklahoma
$241K +$213K +970 New
KCM
864
Kendall Capital Management
Maryland
$241K +$213K +970 New
SPC
865
Sigma Planning Corp
Michigan
$239K -$38K -173 -15%
CFGS
866
Concourse Financial Group Securities
Alabama
$239K -$13.4K -61 -6%
KPW
867
Kore Private Wealth
New York
$238K +$210K +957 New
VCG
868
Vantage Consulting Group
Virginia
$235K -$16.5K -75 -7%
SA
869
Syntax Advisors
New York
$235K +$208K +946 New
SB
870
Simmons Bank
Arkansas
$233K +$206K +938 New
TIA
871
Tandem Investment Advisors
South Carolina
$232K +$205K +933 New
DWT
872
Dorsey & Whitney Trust
South Dakota
$231K +$204K +929 New
ET
873
Equitable Trust
Tennessee
$230K +$203K +924 New
TH
874
TCTC Holdings
Texas
$229K
1W
875
1776 Wealth
Georgia
$229K +$202K +921 New

MCK Hedge Fund Activity: Q4 2021 in Review

1,098 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2021, worth a combined $31.9B — up 21% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new MCK positions and 50 closed out — a net gain of 147 holders — while 357 added to existing stakes and 360 trimmed.

The largest buyer was Samlyn Capital, opening a new position worth an estimated $70.2M. The largest seller was Nordea Investment Management, cutting an estimated $323M.

  • 1,098 institutional investors held McKesson (MCK) as of Q4 2021, up from 967 in Q3 2021.
  • Funds reported $31.9B of McKesson stock for Q4 2021, up 21% quarter-over-quarter.
  • 197 funds opened new McKesson positions in Q4 2021 and 50 closed out, a net change of +147 holders.
  • The largest McKesson buyer in Q4 2021 was Samlyn Capital, an estimated $70.2M added.
  • The largest McKesson seller in Q4 2021 was Nordea Investment Management, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2021.