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McKesson

939 hedge funds and large institutions have $32.2B invested in McKesson in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 354 increasing their positions, 354 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $318M | Put options by funds: $264M

1.08% more ownership

Funds ownership: 85.76%86.84% (+1.1%)

6% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 80

0% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 354

0% less funds holding

Funds holding: 942939 (-3)

10% less capital invested

Capital invested by funds: $35.9B → $32.2B (-$3.7B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
939
Holders Change
-3
Holders Change %
-0.32%
% of All Funds
25.05%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.45%
New
85
Increased
354
Reduced
354
Closed
80
Calls
$318M
Puts
$264M
Net Calls
+$54.2M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CGI
901
CI Global Investments
California
$17K
PFSC
902
Peoples Financial Services Corp
Pennsylvania
$17K
RFS
903
Rockefeller Financial Services
New York
$17K
BWA
904
Burt Wealth Advisors
Maryland
$16K -$7.83K -42 -4%
VOYA Investment Management
905
VOYA Investment Management
Georgia
$14.3K +$25.7K +138 +0.2%
MA
906
MCF Advisors
Kentucky
$14K
RFA
907
Reilly Financial Advisors
California
$14K
CHP
908
Cable Hill Partners
Oregon
$14K +$15.8K +85 New
KKAMG
909
Kernodle & Katon Asset Management Group
Arkansas
$13K
PO
910
Private Ocean
California
$13K
TFO
911
Tarbox Family Office
California
$13K +$5.59K +30 +65%
WA
912
Winfield Associates
Ohio
$12K +$13K +70 New
HR
913
Howe & Rusling
New York
$11K +$11.7K +63 New
CAW
914
Cornerstone Advisors (Washington)
Washington
$10K
GI
915
Gradient Investments
Minnesota
$10K +$1.68K +9 +18%
PFBT
916
Parkside Financial Bank & Trust
Missouri
$9K
CS
917
Credential Securities
$8.33K +$8.57K +46 +1,150%
FWM
918
Focused Wealth Management
New York
$8K
PIM
919
Parasol Investment Management
Illinois
$8K
VNA
920
Valley National Advisers
Pennsylvania
$8K
PFO
921
Pathstone Family Office
New Jersey
$7K
GWS
922
Glassman Wealth Services
Virginia
$6K -$12.9K -69 -68%
DAM
923
Delta Asset Management
Tennessee
$6K
TCM
924
Tradewinds Capital Management
Washington
$6K
SAM
925
Solaris Asset Management
New York
$6K +$6.9K +37 New

MCK Hedge Fund Activity: Q3 2016 in Review

939 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2016, worth a combined $32.2B — down 10% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MCK positions and 80 closed out — a net gain of 5 holders — while 354 added to existing stakes and 354 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.32B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.

  • 939 institutional investors held McKesson (MCK) as of Q3 2016, down from 942 in Q2 2016.
  • Funds reported $32.2B of McKesson stock for Q3 2016, down 10% quarter-over-quarter.
  • 85 funds opened new McKesson positions in Q3 2016 and 80 closed out, a net change of +5 holders.
  • The largest McKesson buyer in Q3 2016 was Wellington Management Group, an estimated $1.32B added.
  • The largest McKesson seller in Q3 2016 was T. Rowe Price Associates, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2016.