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McKesson

909 hedge funds and large institutions have $29.9B invested in McKesson in 2017 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 319 increasing their positions, 362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

36% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 76

10% more capital invested

Capital invested by funds: $27.2B → $29.9B (+$2.65B)

2% more funds holding

Funds holding: 890909 (+19)

0.79% less ownership

Funds ownership: 86.67%85.87% (-0.79%)

12% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 362

37% less call options, than puts

Call options by funds: $252M | Put options by funds: $397M

Holders
909
Holders Change
+19
Holders Change %
+2.13%
% of All Funds
22.66%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.55%
New
103
Increased
319
Reduced
362
Closed
76
Calls
$252M
Puts
$397M
Net Calls
-$146M
Net Calls Change
-$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FMA
876
FNY Managed Accounts
New York
$15K +$14.1K +93 New
MRCM
877
M&R Capital Management
New Jersey
$14K
GWS
878
Glassman Wealth Services
Virginia
$13K -$3.79K -25 -25%
BG
879
Bollard Group
Massachusetts
$13K
MCM
880
MV Capital Management
Maryland
$13K +$2.58K +17 +28%
TCM
881
Tradewinds Capital Management
Washington
$12K -$6.67K -44 -39%
PCFFS
882
Pacific Center for Financial Services
California
$11K
IAS
883
INR Advisory Services
Pennsylvania
$10K +$1.36K +9 +18%
HCM
884
Herndon Capital Management
Georgia
$9K
WA
885
Winfield Associates
Ohio
$9K +$8.34K +55 New
FWM
886
Focused Wealth Management
New York
$8K
VNA
887
Valley National Advisers
Pennsylvania
$8K
TFO
888
Tarbox Family Office
California
$7K -$75.8K -500 -93%
ZB
889
Zions Bancorporation
Utah
$7K -$1.67K -11 -21%
KTC
890
Kistler-Tiffany Companies
Pennsylvania
$6K -$10K -66 -65%
MFW
891
Mosaic Family Wealth
Missouri
$6K
OFW
892
Omnia Family Wealth
Florida
$6K +$3.49K +23 +164%
FAM
893
Fred Alger Management
New York
$6K +$5.91K +39 New
BWM
894
Baystate Wealth Management
Massachusetts
$5K -$79.3K -523 -95%
AIL
895
AGF Investments LLC
Ontario, Canada
$5K -$1.21K -8 -20%
AC
896
Alexandria Capital
Virginia
$5K
NC
897
NewSquare Capital
Pennsylvania
$5K
VWA
898
V Wealth Advisors
Kansas
$5K +$4.55K +30 New
TFA
899
Transamerica Financial Advisors
Florida
$4K -$1.08M -7,147 -100%
QAM
900
QCI Asset Management
New York
$4K

MCK Hedge Fund Activity: Q2 2017 in Review

909 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2017, worth a combined $29.9B — up 9.7% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MCK positions and 76 closed out — a net gain of 27 holders — while 319 added to existing stakes and 362 trimmed.

The largest buyer was Ruffer LLP, opening a new position worth an estimated $201M. The largest seller was Capital Research Global Investors, cutting an estimated $1.11B.

  • 909 institutional investors held McKesson (MCK) as of Q2 2017, up from 890 in Q1 2017.
  • Funds reported $29.9B of McKesson stock for Q2 2017, up 9.7% quarter-over-quarter.
  • 103 funds opened new McKesson positions in Q2 2017 and 76 closed out, a net change of +27 holders.
  • The largest McKesson buyer in Q2 2017 was Ruffer LLP, an estimated $201M added.
  • The largest McKesson seller in Q2 2017 was Capital Research Global Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2017.