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McKesson

943 hedge funds and large institutions have $35.9B invested in McKesson in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 398 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

22% more capital invested

Capital invested by funds: $29.5B → $35.9B (+$6.39B)

18% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 82

1% more funds holding

Funds holding: 936943 (+7)

9% less call options, than puts

Call options by funds: $274M | Put options by funds: $301M

1.65% less ownership

Funds ownership: 87.41%85.76% (-1.6%)

19% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 398

Holders
943
Holders Change
+7
Holders Change %
+0.75%
% of All Funds
25.15%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.64%
New
97
Increased
321
Reduced
398
Closed
82
Calls
$274M
Puts
$301M
Net Calls
-$27.2M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
876
JFS Wealth Advisors
Pennsylvania
$45K
LWCFA
877
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K
GAM
878
Gemmer Asset Management
California
$45K +$2.98K +17 +8%
WA
879
WealthTrust-Arizona
Arizona
$45K +$42.3K +241 New
PG
880
Patten Group
Tennessee
$42.9K +$8.77K +50 +28%
CHC
881
City Holding Co
West Virginia
$42K +$37.9K +216 +2,400%
AIM
882
Arcadia Investment Management
Michigan
$40K +$13.5K +77 +57%
KT
883
Kanaly Trust
Texas
$37K -$2.63K -15 -7%
RCG
884
Ruggie Capital Group
Florida
$37K
WP
885
WealthPLAN Partners
Nebraska
$36.8K +$69.1K +394 New
CGT
886
Capital Guardian Trust
California
$35K
FAM
887
Fred Alger Management
New York
$34K -$9.65K -55 -23%
JCM
888
Jacobi Capital Management
Pennsylvania
$34K +$31.2K +178 New
GBBWRPM
889
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$33K
ST
890
Smithfield Trust
Pennsylvania
$32K
FMII
891
Farmers & Merchants Investments Inc
Nebraska
$28K
KA
892
Klingman & Associates
New York
$28K
RBC
893
Roble Belko & Company
Pennsylvania
$28K +$26.3K +150 New
JSAM
894
J. Safra Asset Management
New York
$27K -$491K -2,800 -95%
WI
895
Wintrust Investments
Illinois
$26K +$588K +3,354 New
Carson Wealth (CWM LLC)
896
Carson Wealth (CWM LLC)
Nebraska
$25K
DIA
897
Davidson Investment Advisors
Montana
$23K
RFS
898
Rockefeller Financial Services
New York
$19K -$43.9K -250 -71%
BWA
899
Burt Wealth Advisors
Maryland
$19K -$19.3K -110 -10%
AF
900
Arrow Financial
New York
$19K -$9.12K -52 -34%

MCK Hedge Fund Activity: Q2 2016 in Review

943 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2016, worth a combined $35.9B — up 22% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MCK positions and 82 closed out — a net gain of 15 holders — while 321 added to existing stakes and 398 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $678M. The largest seller was Royal London Asset Management, cutting an estimated $1.56B.

  • 943 institutional investors held McKesson (MCK) as of Q2 2016, up from 936 in Q1 2016.
  • Funds reported $35.9B of McKesson stock for Q2 2016, up 22% quarter-over-quarter.
  • 97 funds opened new McKesson positions in Q2 2016 and 82 closed out, a net change of +15 holders.
  • The largest McKesson buyer in Q2 2016 was Wellington Management Group, an estimated $678M added.
  • The largest McKesson seller in Q2 2016 was Royal London Asset Management, an estimated $1.56B sold.

Based on aggregated 13F filings for Q2 2016.