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McKesson

954 hedge funds and large institutions have $44.5B invested in McKesson in 2015 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 352 increasing their positions, 368 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 44

3% more funds holding

Funds holding: 926954 (+28)

0.72% more ownership

Funds ownership: 85%85.73% (+0.72%)

0% less capital invested

Capital invested by funds: $44.6B → $44.5B (-$136M)

4% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 368

6% less funds holding in top 10

Funds holding in top 10: 4744 (-3)

33% less call options, than puts

Call options by funds: $144M | Put options by funds: $214M

Holders
954
Holders Change
+28
Holders Change %
+3.02%
% of All Funds
25.69%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
1.19%
New
83
Increased
352
Reduced
368
Closed
44
Calls
$144M
Puts
$214M
Net Calls
-$69.4M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PSI
876
Pinnacle Summer Investments
Virginia
$90K
SI
877
Sentry Investments
Ontario, Canada
$89.5K +$509K +2,200 +0.6%
VIA
878
Vantage Investment Advisors
Pennsylvania
$89K -$91.6K -396 -50%
GAM
879
Gemmer Asset Management
California
$89K +$40.5K +175 +80%
AF
880
Allworth Financial
California
$86K
EFSCE
881
Enterprise Financial Services Corp (EFSC)
Missouri
$84K -$13.9K -60 -14%
AIM
882
Advantage Investment Management
Iowa
$82K +$5.55K +24 +7%
HFM
883
Hartford Financial Management
Connecticut
$80K +$83K +359 New
RA
884
Rational Advisors
New York
$74K
BCM
885
Brookstone Capital Management
Illinois
$67K +$68.7K +297 New
MPWT
886
MassMutual Private Wealth & Trust
Connecticut
$63.9K +$6.94K +30 +10%
SSB
887
Sandy Spring Bank
Maryland
$63K +$18.7K +81 +41%
RCG
888
Ruggie Capital Group
Florida
$60K +$23.1K +100 +60%
TFA
889
Transamerica Financial Advisors
Florida
$60K +$52.3K +226 +565%
CHP
890
Cable Hill Partners
Oregon
$58K
IWMPD
891
Integrated Wealth Management (Palm Desert)
California
$56K -$2.54K -11 -4%
LWCFA
892
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K
FFC
893
First Financial Corp
Indiana
$53K +$19.7K +85 +57%
UFA
894
US Financial Advisors
Massachusetts
$49K +$17.1K +74 +51%
PSUF
895
People's United Financial
Connecticut
$47K
CGT
896
Capital Guardian Trust
California
$46K -$23.1K -100 -33%
WA
897
WFG Advisors
Texas
$46K -$3.93K -17 -8%
PO
898
Private Ocean
California
$45K
PG
899
Patten Group
Tennessee
$45K +$46.2K +200 New
NYLT
900
New York Life Trust
New York
$44K -$13.6K -59 -23%

MCK Hedge Fund Activity: Q2 2015 in Review

954 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2015, worth a combined $44.5B — down 0.3% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MCK positions and 44 closed out — a net gain of 39 holders — while 352 added to existing stakes and 368 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $581M. The largest seller was Winslow Capital Management, cutting an estimated $168M.

  • 954 institutional investors held McKesson (MCK) as of Q2 2015, up from 926 in Q1 2015.
  • Funds reported $44.5B of McKesson stock for Q2 2015, down 0.3% quarter-over-quarter.
  • 83 funds opened new McKesson positions in Q2 2015 and 44 closed out, a net change of +39 holders.
  • The largest McKesson buyer in Q2 2015 was JP Morgan Chase, an estimated $581M added.
  • The largest McKesson seller in Q2 2015 was Winslow Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2015.