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McKesson

943 hedge funds and large institutions have $35.9B invested in McKesson in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 398 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

22% more capital invested

Capital invested by funds: $29.5B → $35.9B (+$6.39B)

18% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 82

1% more funds holding

Funds holding: 936943 (+7)

9% less call options, than puts

Call options by funds: $274M | Put options by funds: $301M

1.65% less ownership

Funds ownership: 87.41%85.76% (-1.6%)

19% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 398

Holders
943
Holders Change
+7
Holders Change %
+0.75%
% of All Funds
25.15%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.64%
New
97
Increased
321
Reduced
398
Closed
82
Calls
$274M
Puts
$301M
Net Calls
-$27.2M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
901
Armbruster Capital Management
New York
$19K
BC
902
Barnett & Company
Tennessee
$19K
BAM
903
Brave Asset Management
New Jersey
$19K
GWS
904
Glassman Wealth Services
Virginia
$19K
PFSC
905
Peoples Financial Services Corp
Pennsylvania
$19K
CGI
906
CI Global Investments
California
$19K +$8.77K +50 +100%
AWMS
907
Advocacy Wealth Management Services
Georgia
$19K +$17.5K +100 New
SAM
908
Shamrock Asset Management
Texas
$18K
MA
909
MCF Advisors
Kentucky
$16K +$2.63K +15 +21%
RFA
910
Reilly Financial Advisors
California
$15K
KKAMG
911
Kernodle & Katon Asset Management Group
Arkansas
$14K
PO
912
Private Ocean
California
$14K
ZB
913
Zions Bancorporation
Utah
$14K +$175 +1 +1%
CAW
914
Cornerstone Advisors (Washington)
Washington
$11K +$877 +5 +9%
SBL
915
Sargent Bickham Lagudis
Colorado
$11K +$5.26K +30 +100%
ST
916
Spot Trading
Illinois
$10K -$34.6K -197 -79%
PFBT
917
Parkside Financial Bank & Trust
Missouri
$10K +$877 +5 +10%
GI
918
Gradient Investments
Minnesota
$10K +$4.56K +26 +104%
TFO
919
Tarbox Family Office
California
$9K -$175 -1 -2%
FWM
920
Focused Wealth Management
New York
$9K
PIM
921
Parasol Investment Management
Illinois
$9K
VNA
922
Valley National Advisers
Pennsylvania
$9K
TCM
923
Tradewinds Capital Management
Washington
$7K
PFO
924
Pathstone Family Office
New Jersey
$7K +$7.02K +40 New
AC
925
Alexandria Capital
Virginia
$6K

MCK Hedge Fund Activity: Q2 2016 in Review

943 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2016, worth a combined $35.9B — up 22% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MCK positions and 82 closed out — a net gain of 15 holders — while 321 added to existing stakes and 398 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $678M. The largest seller was Royal London Asset Management, cutting an estimated $1.56B.

  • 943 institutional investors held McKesson (MCK) as of Q2 2016, up from 936 in Q1 2016.
  • Funds reported $35.9B of McKesson stock for Q2 2016, up 22% quarter-over-quarter.
  • 97 funds opened new McKesson positions in Q2 2016 and 82 closed out, a net change of +15 holders.
  • The largest McKesson buyer in Q2 2016 was Wellington Management Group, an estimated $678M added.
  • The largest McKesson seller in Q2 2016 was Royal London Asset Management, an estimated $1.56B sold.

Based on aggregated 13F filings for Q2 2016.