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McKesson

954 hedge funds and large institutions have $44.5B invested in McKesson in 2015 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 352 increasing their positions, 368 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 44

3% more funds holding

Funds holding: 926954 (+28)

0.72% more ownership

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

0% less capital invested

Capital invested by funds: $44.6B → $44.5B (-$136M)

4% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 368

6% less funds holding in top 10

Funds holding in top 10: 4744 (-3)

33% less call options, than puts

Call options by funds: $144M | Put options by funds: $214M

Holders
954
Holders Change
+28
Holders Change %
+3.02%
% of All Funds
25.69%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
1.19%
New
83
Increased
352
Reduced
368
Closed
44
Calls
$144M
Puts
$214M
Net Calls
-$69.4M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
901
Kistler-Tiffany Companies
Pennsylvania
$43K
IMS
902
Index Management Solutions
Pennsylvania
$42K +$21.3K +92 +99%
NC
903
NewSquare Capital
Pennsylvania
$42K +$42.8K +185 New
MFBTD
904
MB Financial Bank - Trust Department
Illinois
$37K +$37.9K +164 New
KA
905
Klingman & Associates
New York
$34K
AF
906
Arrow Financial
New York
$34K +$14.8K +64 +73%
NCM
907
Nelson Capital Management
California
$33K
N
908
Nuveen
North Carolina
$32.6K +$3.81M +16,465 +13%
HA
909
Harfst & Associates
Wyoming
$32K +$33.3K +144 New
VNA
910
Valley National Advisers
Pennsylvania
$30K
LWA
911
Lenox Wealth Advisors
New York
$29K -$30.3K -131 -50%
FMII
912
Farmers & Merchants Investments Inc
Nebraska
$26K +$2.31K +10 +9%
MCM
913
MV Capital Management
Maryland
$25K +$2.77K +12 +12%
BAM
914
Brave Asset Management
New Jersey
$22K
CFA
915
Camarda Financial Advisors
Florida
$22K
MBT
916
Monroe Bank & Trust
Michigan
$22K
PFSC
917
Peoples Financial Services Corp
Pennsylvania
$22K
RFS
918
Rockefeller Financial Services
New York
$22K
AW
919
Alpha Windward
Massachusetts
$22K +$3.24K +14 +17%
CAL
920
Capital Advisors Ltd
Ohio
$19K
RFA
921
Reilly Financial Advisors
California
$18K
AA
922
Apriem Advisors
California
$18K +$18.5K +80 New
MA
923
MCF Advisors
Kentucky
$16K +$16.2K +70 New
AssetMark Inc
924
AssetMark Inc
California
$15K +$15.3K +66 New
AIM
925
Arcadia Investment Management
Michigan
$15K +$16.2K +70 New

MCK Hedge Fund Activity: Q2 2015 in Review

954 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2015, worth a combined $44.5B — down 0.3% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MCK positions and 44 closed out — a net gain of 39 holders — while 352 added to existing stakes and 368 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $581M. The largest seller was Winslow Capital Management, cutting an estimated $168M.

  • 954 institutional investors held McKesson (MCK) as of Q2 2015, up from 926 in Q1 2015.
  • Funds reported $44.5B of McKesson stock for Q2 2015, down 0.3% quarter-over-quarter.
  • 83 funds opened new McKesson positions in Q2 2015 and 44 closed out, a net change of +39 holders.
  • The largest McKesson buyer in Q2 2015 was JP Morgan Chase, an estimated $581M added.
  • The largest McKesson seller in Q2 2015 was Winslow Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2015.