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McKesson

971 hedge funds and large institutions have $26.8B invested in McKesson in 2021 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 346 increasing their positions, 341 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $219M | Put options by funds: $180M

19% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 84

12% more capital invested

Capital invested by funds: $23.9B → $26.8B (+$2.93B)

1.33% more ownership

Funds ownership: 85.39%86.72% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 341

1% more funds holding

Funds holding: 962971 (+9)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
971
Holders Change
+9
Holders Change %
+0.94%
% of All Funds
17.05%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
100
Increased
346
Reduced
341
Closed
84
Calls
$219M
Puts
$180M
Net Calls
+$38.6M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
901
SOA Wealth Advisors
New York
$22K +$183 +1 +0.9%
CFO
902
CVA Family Office
Colorado
$22K +$21K +115 New
BAM
903
Bellevue Asset Management
Washington
$21K +$19.7K +108 New
FCB
904
First Command Bank
Texas
$21K +$19.9K +109 New
FCFS
905
First Command Financial Services
Texas
$21K +$19.9K +109 New
MMG
906
Monetary Management Group
Missouri
$20K
PFSC
907
Peoples Financial Services Corp
Pennsylvania
$20K
SCA
908
Stonebridge Capital Advisors
Minnesota
$20K +$18.3K +100 New
WIM
909
Westside Investment Management
California
$19.5K
MPWT
910
MassMutual Private Wealth & Trust
Connecticut
$19K -$4.2K -23 -19%
SLF
911
Sun Life Financial
Ontario, Canada
$19K
PB
912
Pinnacle Bancorp
Nebraska
$18K
MA
913
MCF Advisors
Kentucky
$18K +$16.6K +91 New
WPA
914
West Paces Advisors
Georgia
$17.2K
WT
915
Washington Trust
Rhode Island
$16K
BG
916
Bollard Group
Massachusetts
$16K +$183 +1 +1%
VNA
917
Valley National Advisers
Pennsylvania
$16K +$10K +55 +220%
Nisa Investment Advisors
918
Nisa Investment Advisors
Missouri
$15.3K -$551K -3,020 -4%
FRA
919
Front Row Advisors
California
$15K -$183 -1 -1%
NFSG
920
Newbridge Financial Services Group
Florida
$15K
TFO
921
Tarbox Family Office
California
$15K
TFS
922
TrustCore Financial Services
Tennessee
$15K
EARNEST Partners
923
EARNEST Partners
Georgia
$14K
FGAM
924
Financial Gravity Asset Management
Texas
$13.9K +$6.94K +38 +115%
RFA
925
Reilly Financial Advisors
California
$13K

MCK Hedge Fund Activity: Q1 2021 in Review

971 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2021, worth a combined $26.8B — up 12% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new MCK positions and 84 closed out — a net gain of 16 holders — while 346 added to existing stakes and 341 trimmed.

The largest buyer was Ameriprise, adding an estimated $119M. The largest seller was CI Investments Inc, cutting an estimated $134M.

  • 971 institutional investors held McKesson (MCK) as of Q1 2021, up from 962 in Q4 2020.
  • Funds reported $26.8B of McKesson stock for Q1 2021, up 12% quarter-over-quarter.
  • 100 funds opened new McKesson positions in Q1 2021 and 84 closed out, a net change of +16 holders.
  • The largest McKesson buyer in Q1 2021 was Ameriprise, an estimated $119M added.
  • The largest McKesson seller in Q1 2021 was CI Investments Inc, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2021.