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McKesson

954 hedge funds and large institutions have $44.5B invested in McKesson in 2015 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 352 increasing their positions, 368 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 44

3% more funds holding

Funds holding: 926954 (+28)

0.72% more ownership

Funds ownership: 85%85.73% (+0.72%)

0% less capital invested

Capital invested by funds: $44.6B → $44.5B (-$136M)

4% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 368

6% less funds holding in top 10

Funds holding in top 10: 4744 (-3)

33% less call options, than puts

Call options by funds: $144M | Put options by funds: $214M

Holders
954
Holders Change
+28
Holders Change %
+3.02%
% of All Funds
25.69%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
1.19%
New
83
Increased
352
Reduced
368
Closed
44
Calls
$144M
Puts
$214M
Net Calls
-$69.4M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
926
Howe & Rusling
New York
$13K -$2.08K -9 -14%
KT
927
Kanaly Trust
Texas
$13K +$8.79K +38 +211%
CGH
928
Cleary Gull Holdings
Wisconsin
$12K +$12.7K +55 New
SMG
929
Spectrum Management Group
Indiana
$11K -$2.31K -10 -17%
FWM
930
Focused Wealth Management
New York
$11K
PIM
931
Parasol Investment Management
Illinois
$11K
CAW
932
Cornerstone Advisors (Washington)
Washington
$8K
TFO
933
Tarbox Family Office
California
$8K
TCM
934
Tradewinds Capital Management
Washington
$8K
JIC
935
Joel Isaacson & Co
New York
$8K +$8.32K +36 New
FNBOO
936
First National Bank of Omaha
Nebraska
$7.01K
TDC
937
Thompson Davis & Co
Virginia
$7K -$22.4K -97 -75%
BRWM
938
B. Riley Wealth Management
Tennessee
$7K
DAM
939
Delta Asset Management
Tennessee
$7K +$7.63K +33 New
GWS
940
Glassman Wealth Services
Virginia
$6K
WP
941
WealthPLAN Partners
Nebraska
$5K -$1.16K -5 -19%
NHFG
942
New Harbor Financial Group
Massachusetts
$5K
GXMC
943
Global X Management Company
New York
$5K +$5.32K +23 New
GWA
944
Genesis Wealth Advisors
Massachusetts
$4.72K +$4.86K +21 New
AAC
945
Asset Advisors Corp
Georgia
$4K
DA
946
Dunvegan Associates
California
$4K +$4.62K +20 New
TFCM
947
Taylor Frigon Capital Management
Arizona
$3K
Fiera Capital (Canada)
948
Fiera Capital (Canada)
Quebec, Canada
$2.13K +$2.19M +9,452 New
MUS
949
Mitsubishi UFJ Securities
Japan
$2K -$4.62K -20 -67%
KCPG
950
Kavar Capital Partners Group
Kansas
$2K +$2.31K +10 New

MCK Hedge Fund Activity: Q2 2015 in Review

954 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2015, worth a combined $44.5B — down 0.3% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MCK positions and 44 closed out — a net gain of 39 holders — while 352 added to existing stakes and 368 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $581M. The largest seller was Winslow Capital Management, cutting an estimated $168M.

  • 954 institutional investors held McKesson (MCK) as of Q2 2015, up from 926 in Q1 2015.
  • Funds reported $44.5B of McKesson stock for Q2 2015, down 0.3% quarter-over-quarter.
  • 83 funds opened new McKesson positions in Q2 2015 and 44 closed out, a net change of +39 holders.
  • The largest McKesson buyer in Q2 2015 was JP Morgan Chase, an estimated $581M added.
  • The largest McKesson seller in Q2 2015 was Winslow Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2015.