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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
901
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K
KT
902
Kanaly Trust
Texas
$45K +$30.4K +161 +233%
FAM
903
Fred Alger Management
New York
$45K +$43.2K +229 New
DA
904
Dunvegan Associates
California
$44K +$14.2K +75 +50%
CG
905
Colony Group
Massachusetts
$43K -$117K -622 -74%
PSUF
906
People's United Financial
Connecticut
$41K
PO
907
Private Ocean
California
$39K
NC
908
NewSquare Capital
Pennsylvania
$39K +$2.83K +15 +8%
MAM
909
Meeder Asset Management
Ohio
$37K -$1.54M -8,141 -98%
CGT
910
Capital Guardian Trust
California
$37K
N
911
Nuveen
North Carolina
$36.9K +$7.47M +39,565 +27%
GBBWRPM
912
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$36K +$34K +180 New
PG
913
Patten Group
Tennessee
$35.5K -$3.78K -20 -10%
ST
914
Smithfield Trust
Pennsylvania
$33K -$64.6K -342 -67%
AF
915
Arrow Financial
New York
$30K
KA
916
Klingman & Associates
New York
$30K
SAM
917
Shamrock Asset Management
Texas
$30K
FMII
918
Farmers & Merchants Investments Inc
Nebraska
$29K +$4.72K +25 +20%
Carson Wealth (CWM LLC)
919
Carson Wealth (CWM LLC)
Nebraska
$27K
AIM
920
Arcadia Investment Management
Michigan
$27K +$25.5K +135 New
DIA
921
Davidson Investment Advisors
Montana
$24K
VNA
922
Valley National Advisers
Pennsylvania
$23K
SSB
923
Sandy Spring Bank
Maryland
$22K -$31.5K -167 -59%
EDRH
924
Edmond de Rothschild Holding
Switzerland
$22K -$14.2K -75 -41%
ZB
925
Zions Bancorporation
Utah
$22K +$6.61K +35 +32%

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.