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McKesson
MCK

Overview Fund Activity

924 hedge funds and large institutions have $44.6B invested in McKesson in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 332 increasing their positions, 355 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+36
Holders Change %
+4.05%
% 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
95
Increased
332
Reduced
355
Closed
48
Calls
$120M
Puts
$173M
Net Calls
-$52.6M
Net Calls Change
+$77.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.95B
2
CWG
2
C WorldWide Group
Denmark
$223M
3
TP
3
Third Point
New York
$142M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.86B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.36B

Top Sellers

1
MC
1
Maverick Capital
Texas
$97.9M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$90.4M
3
Boston Partners
3
Boston Partners
Massachusetts
$227M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$841M
5
ECU
5
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
901
Howe & Rusling
New York
$15K -$4.32K -19 -22%
SMG
902
Spectrum Management Group
Indiana
$14K – – –
PIM
903
Parasol Investment Management
Illinois
$11K – – –
FWM
904
Focused Wealth Management
New York
$11K – – –
GI
905
Gradient Investments
Minnesota
$11K +$11K +49 New
CG
906
Cleary Gull
Wisconsin
$10K +$10K +44 New
CPIG
907
Chicago Partners Investment Group
Illinois
$9K -$7.46K -34 -45%
TFA
908
Transamerica Financial Advisors
Florida
$9K +$3.83K +17 +74%
TFO
909
Tarbox Family Office
California
$8K – – –
TCM
910
Tradewinds Capital Management
Washington
$8K – – –
CAW
911
Cornerstone Advisors (Washington)
Washington
$8K +$3.29K +14 +70%
FNBOO
912
First National Bank of Omaha
Nebraska
$7.01K +$7.01K +31,364 New
BRWM
913
B. Riley Wealth Management
Tennessee
$7K – – –
MUS
914
Mitsubishi UFJ Securities
Japan
$7K +$7K +30 New
OSAM
915
O'Shaughnessy Asset Management
Connecticut
$6K -$515K -2,404 -99%
NHFG
916
New Harbor Financial Group
Massachusetts
$6K – – –
GWS
917
Glassman Wealth Services
Virginia
$6K – – –
AAC
918
Asset Advisors Corp
Georgia
$5K – – –
WP
919
WealthPLAN Partners
Nebraska
$5K +$5K +26 New
KT
920
Kanaly Trust
Texas
$4K +$1.33K +6 +50%
TFCM
921
Taylor Frigon Capital Management
Arizona
$3K +$3K +13 New
AT
922
Arden Trust
Delaware
$965 +$965 +4,267 New
WA
923
WBH Advisory
Maryland
$429 – – –
ECU
924
Egerton Capital (UK)
United Kingdom
– -$132M -635,286 Closed
SIG
925
Senator Investment Group
New York
– -$104M -500,000 Closed
35 36
37
38 39