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McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
HB
926
Homrich & Berg
Georgia
-$218K -1,577 Closed
FCI
927
Financial Counselors Inc
Kansas
-$207K -1,496 Closed
PWMAG
928
Pinnacle Wealth Management Advisory Group
New Jersey
-$207K -1,495 Closed
CAAS
929
Capital Asset Advisory Services
Michigan
-$225K -1,368 Closed
HAG
930
HighPoint Advisor Group
Illinois
-$207K -1,338 Closed
Walleye Capital
931
Walleye Capital
New York
-$147K -1,065 Closed
FWM
932
FSA Wealth Management
Massachusetts
-$143K -1,032 Closed
RA
933
Rational Advisors
New York
-$137K -990 Closed
NICM
934
Neo Ivy Capital Management
New York
-$131K -945 Closed
ARMT
935
Amica Retiree Medical Trust
Rhode Island
-$113K -817 Closed
AIM
936
Acropolis Investment Management
Missouri
-$113K -815 Closed
PCM
937
Pinz Capital Management
New York
-$97K -700 Closed
GLI
938
Guardian Life Insurance
New York
-$73K -531 Closed
ONST
939
Old North State Trust
North Carolina
-$51K -371 Closed
GEA
940
Glen Eagle Advisors
New Jersey
-$51.2K -370 Closed
Capstone Investment Advisors
941
Capstone Investment Advisors
New York
-$37.6K -257 Closed
GDP
942
Great Diamond Partners
Maine
-$35K -257 Closed
KWM
943
Keebeck Wealth Management
Illinois
-$29K -211 Closed
TCWM
944
Total Clarity Wealth Management
Illinois
-$21K -150 Closed
VCM
945
Vigilant Capital Management
Maine
-$15K -106 Closed
PA
946
PSI Advisors
Florida
-$13K -100 Closed
RWG
947
Regal Wealth Group
California
-$12K -88 Closed
EIP
948
Ellis Investment Partners
Pennsylvania
-$9K -67 Closed
Parallax Volatility Advisers
949
Parallax Volatility Advisers
California
-$7.32K -50 Closed
SQA
950
Simon Quick Advisors
New Jersey
-$7K -50 Closed

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.