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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MP
876
Manifold Partners
California
$105K +$101K +534 New
AP
877
Atwood & Palmer
Missouri
$103K
TC
878
Trust Company
Kansas
$98.6K
JWA
879
JFS Wealth Advisors
Pennsylvania
$96K +$91.6K +485 New
NCMG
880
NCM Capital Management Group
North Carolina
$94K
VIA
881
Vantage Investment Advisors
Pennsylvania
$88K +$9.44K +50 +13%
NFG
882
Next Financial Group
Texas
$84K -$7.55K -40 -9%
HA
883
Harfst & Associates
Wyoming
$82K
PSI
884
Pinnacle Summer Investments
Virginia
$79K
PFS
885
Physicians Financial Services
North Carolina
$79K +$75.5K +400 New
IWMPD
886
Integrated Wealth Management (Palm Desert)
California
$78K +$1.13K +6 +2%
HFM
887
Hartford Financial Management
Connecticut
$78K +$6.99K +37 +10%
AFP
888
Ausdal Financial Partners
Iowa
$78K +$74.6K +395 New
ED
889
Exane Derivatives
France
$76.3K -$17.7M -93,692 -100%
AF
890
Allworth Financial
California
$75K
ATC
891
Adirondack Trust Company
New York
$68K +$944 +5 +1%
CPIG
892
Chicago Partners Investment Group
Illinois
$60K +$57.6K +305 New
SOADOR
893
State of Alaska Department of Revenue
Alaska
$60K +$58.3K +309 New
TFA
894
Transamerica Financial Advisors
Florida
$58K -$566 -3 -1%
GAM
895
Gemmer Asset Management
California
$55K -$4.53K -24 -8%
AIA
896
Allegis Investment Advisors
Idaho
$53K +$51K +270 New
LWA
897
Lenox Wealth Advisors
New York
$52K
EFSCE
898
Enterprise Financial Services Corp (EFSC)
Missouri
$52K +$2.83K +15 +6%
CHP
899
Cable Hill Partners
Oregon
$51K
SCA
900
Stuart Chaussee & Associates
California
$49K +$46.8K +248 New

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.