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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
901
NewSquare Capital
Pennsylvania
$6K +$1.48K +10 +36%
MPPLM
902
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6K +$5.93K +40 New
AIL
903
AGF Investments LLC
Ontario, Canada
$5K
LF
904
Lee Financial
Texas
$5K +$2.37K +16 +100%
TFO
905
Tarbox Family Office
California
$4K -$3.11K -21 -43%
CP
906
Corbenic Partners
Pennsylvania
$4K
DSN
907
D. Scott Neal
Kentucky
$4K
QAM
908
QCI Asset Management
New York
$4K
MSA
909
Marino Stram & Associates
Massachusetts
$4K +$3.7K +25 New
ED
910
Exane Derivatives
France
$3.59K -$9.93K -67 -74%
NCM
911
New Capital Management
Texas
$3K
SQA
912
Simon Quick Advisors
New Jersey
$3K +$2.37K +16 New
GRP
913
Global Retirement Partners
California
$3K +$2.81K +19 New
Walleye Trading
914
Walleye Trading
New York
$2.56K +$289K +1,954 +14%
TFA
915
Transamerica Financial Advisors
Florida
$2K -$1.78K -12 -60%
IAS
916
INR Advisory Services
Pennsylvania
$2K
AC
917
Avestar Capital
New York
$2K +$2.22K +15 New
TIM
918
Tortoise Investment Management
New York
$2K +$2.22K +15 New
CCT
919
Capital City Trust
Florida
$1.02K -$1.08M -7,313 -53%
NR
920
Newfound Research
Massachusetts
$1K +$148 +1 +25%
AWM
921
Avior Wealth Management
Nebraska
$1K +$593 +4 New
SWMG
922
Signature Wealth Management Group
Georgia
$1K +$1.33K +9 New
DAM
923
Diamant Asset Management
Connecticut
$226 +$215K +1,450 New
BHB
924
Bank Hapoalim BM
Israel
$48 -$931K -6,285 -95%
PCG
925
Private Capital Group
Connecticut
$22 +$371K +2,506 New

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.