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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRS
926
Edmond de Rothschild (Suisse)
Switzerland
$22K +$20.8K +110 New
MUS
927
Mitsubishi UFJ Securities
Japan
$22K +$20.8K +110 New
TRCT
928
Tower Research Capital (TRC)
New York
$22K +$20.8K +110 New
BAM
929
Brave Asset Management
New Jersey
$20K
MBT
930
Monroe Bank & Trust
Michigan
$20K
PFSC
931
Peoples Financial Services Corp
Pennsylvania
$20K
RFS
932
Rockefeller Financial Services
New York
$20K
ACM
933
Armbruster Capital Management
New York
$20K +$18.9K +100 New
AW
934
Alpha Windward
Massachusetts
$19K
DIA
935
Dana Investment Advisors
Wisconsin
$18.8K -$23.8M -126,272 -87%
PFBT
936
Parkside Financial Bank & Trust
Missouri
$18K +$1.51K +8 +10%
RFA
937
Reilly Financial Advisors
California
$17K
FAM
938
Formidable Asset Management
Ohio
$17K +$5.1K +27 +41%
CBT
939
Central Bank & Trust
Kentucky
$16K +$15.1K +80 New
CAW
940
Cornerstone Advisors (Washington)
Washington
$15K -$1.7K -9 -11%
UFA
941
US Financial Advisors
Massachusetts
$15K
KKAMG
942
Kernodle & Katon Asset Management Group
Arkansas
$15K +$14.2K +75 New
MA
943
MCF Advisors
Kentucky
$14K
PAI
944
Pittenger & Anderson Inc
Nebraska
$12K -$68.9K -365 -86%
TSU
945
TD Securities (USA)
New York
$10K -$15.3K -81 -61%
FWM
946
Focused Wealth Management
New York
$10K
HR
947
Howe & Rusling
New York
$10K
PIM
948
Parasol Investment Management
Illinois
$10K
KCPG
949
Kavar Capital Partners Group
Kansas
$9K +$6.8K +36 +360%
PCP
950
Proficio Capital Partners
Massachusetts
$8K +$7.55K +40 New

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.