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McKesson

925 hedge funds and large institutions have $44.6B invested in McKesson in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 332 increasing their positions, 355 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 48

24% more funds holding in top 10

Funds holding in top 10: 3847 (+9)

9% more capital invested

Capital invested by funds: $41.1B → $44.6B (+$3.5B)

4% more funds holding

Funds holding: 888925 (+37)

0.72% less ownership

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

6% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 355

30% less call options, than puts

Call options by funds: $120M | Put options by funds: $173M

Holders
925
Holders Change
+37
Holders Change %
+4.17%
% of All Funds
24.65%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
1.25%
New
96
Increased
332
Reduced
355
Closed
48
Calls
$120M
Puts
$173M
Net Calls
-$52.6M
Net Calls Change
+$77.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
901
Horrell Capital Management
Arkansas
$17K
HR
902
Howe & Rusling
New York
$15K -$4.21K -19 -22%
SMG
903
Spectrum Management Group
Indiana
$14K
FWM
904
Focused Wealth Management
New York
$11K
PIM
905
Parasol Investment Management
Illinois
$11K
GI
906
Gradient Investments
Minnesota
$11K +$10.9K +49 New
CG
907
Cleary Gull
Wisconsin
$10K +$9.76K +44 New
CPIG
908
Chicago Partners Investment Group
Illinois
$9K -$7.54K -34 -45%
TFA
909
Transamerica Financial Advisors
Florida
$9K +$3.77K +17 +74%
TFO
910
Tarbox Family Office
California
$8K
TCM
911
Tradewinds Capital Management
Washington
$8K
CAW
912
Cornerstone Advisors (Washington)
Washington
$8K +$3.1K +14 +70%
FNBOO
913
First National Bank of Omaha
Nebraska
$7.01K +$6.96M +31,364 New
BRWM
914
B. Riley Wealth Management
Tennessee
$7K
MUS
915
Mitsubishi UFJ Securities
Japan
$7K +$6.65K +30 New
OSAM
916
O'Shaughnessy Asset Management
Connecticut
$6K -$533K -2,404 -99%
GWS
917
Glassman Wealth Services
Virginia
$6K
NHFG
918
New Harbor Financial Group
Massachusetts
$6K
AAC
919
Asset Advisors Corp
Georgia
$5K
WP
920
WealthPLAN Partners
Nebraska
$5K +$5.77K +26 New
KT
921
Kanaly Trust
Texas
$4K +$1.33K +6 +50%
TFCM
922
Taylor Frigon Capital Management
Arizona
$3K +$2.88K +13 New
AT
923
Arden Trust
Delaware
$965 +$946K +4,267 New
WA
924
WBH Advisory
Maryland
$429
ECU
925
Egerton Capital (UK)
United Kingdom
-$132M -635,286 Closed

MCK Hedge Fund Activity: Q1 2015 in Review

925 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2015, worth a combined $44.6B — up 8.5% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new MCK positions and 48 closed out — a net gain of 48 holders — while 332 added to existing stakes and 355 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $489M. The largest seller was Maverick Capital, cutting an estimated $194M.

  • 925 institutional investors held McKesson (MCK) as of Q1 2015, up from 888 in Q4 2014.
  • Funds reported $44.6B of McKesson stock for Q1 2015, up 8.5% quarter-over-quarter.
  • 96 funds opened new McKesson positions in Q1 2015 and 48 closed out, a net change of +48 holders.
  • The largest McKesson buyer in Q1 2015 was JP Morgan Chase, an estimated $489M added.
  • The largest McKesson seller in Q1 2015 was Maverick Capital, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2015.