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McKesson

939 hedge funds and large institutions have $32.2B invested in McKesson in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 354 increasing their positions, 354 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $318M | Put options by funds: $264M

1.08% more ownership

Funds ownership: 85.76%86.84% (+1.1%)

6% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 80

0% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 354

0% less funds holding

Funds holding: 942939 (-3)

10% less capital invested

Capital invested by funds: $35.9B → $32.2B (-$3.7B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
939
Holders Change
-3
Holders Change %
-0.32%
% of All Funds
25.05%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.45%
New
85
Increased
354
Reduced
354
Closed
80
Calls
$318M
Puts
$264M
Net Calls
+$54.2M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TWI
876
Thomas White International
Illinois
$38K -$25.7K -138 -38%
CHC
877
City Holding Co
West Virginia
$38K
FMII
878
Farmers & Merchants Investments Inc
Nebraska
$35K +$11.2K +60 +41%
AIM
879
Arcadia Investment Management
Michigan
$34K -$1.12K -6 -3%
RCG
880
Ruggie Capital Group
Florida
$33K
WP
881
WealthPLAN Partners
Nebraska
$32.6K -$36.7K -197 -50%
CGT
882
Capital Guardian Trust
California
$32K
Simplex Trading
883
Simplex Trading
Illinois
$32K +$36.2K +194 New
EMG
884
ETF Managers Group
New Jersey
$32K +$36.5K +196 New
HIIFS
885
Harel Insurance Investments & Financial Services
Israel
$29K -$14K -75 -30%
JCM
886
Jacobi Capital Management
Pennsylvania
$29K
KT
887
Kanaly Trust
Texas
$27K -$6.71K -36 -18%
LAM
888
Lebenthal Asset Management
New York
$27K +$30.4K +163 New
KA
889
Klingman & Associates
New York
$25K
JSAM
890
J. Safra Asset Management
New York
$24K
ZB
891
Zions Bancorporation
Utah
$24K +$14.4K +77 +108%
FAM
892
Fred Alger Management
New York
$20K -$11.9K -64 -35%
DIA
893
Davidson Investment Advisors
Montana
$20K
KF
894
Krilogy Financial
Missouri
$20K +$20.9K +112 +1,867%
Carson Wealth (CWM LLC)
895
Carson Wealth (CWM LLC)
Nebraska
$19K -$4.47K -24 -18%
AWMS
896
Advocacy Wealth Management Services
Georgia
$17K
ACM
897
Armbruster Capital Management
New York
$17K
AF
898
Arrow Financial
New York
$17K
BC
899
Barnett & Company
Tennessee
$17K
BAM
900
Brave Asset Management
New Jersey
$17K

MCK Hedge Fund Activity: Q3 2016 in Review

939 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2016, worth a combined $32.2B — down 10% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MCK positions and 80 closed out — a net gain of 5 holders — while 354 added to existing stakes and 354 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.32B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.

  • 939 institutional investors held McKesson (MCK) as of Q3 2016, down from 942 in Q2 2016.
  • Funds reported $32.2B of McKesson stock for Q3 2016, down 10% quarter-over-quarter.
  • 85 funds opened new McKesson positions in Q3 2016 and 80 closed out, a net change of +5 holders.
  • The largest McKesson buyer in Q3 2016 was Wellington Management Group, an estimated $1.32B added.
  • The largest McKesson seller in Q3 2016 was T. Rowe Price Associates, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2016.