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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
DAM
951
Delta Asset Management
Tennessee
$7K
TCM
952
Tradewinds Capital Management
Washington
$7K
FNBOO
953
First National Bank of Omaha
Nebraska
$6.04K -$148K -782 -2%
ST
954
Spot Trading
Illinois
$6K -$3.57M -18,914 -100%
TFO
955
Tarbox Family Office
California
$6K -$755 -4 -11%
AC
956
Alexandria Capital
Virginia
$6K
OFS
957
Orrstown Financial Services
Pennsylvania
$6K
SC
958
Saturna Capital
Washington
$6K +$5.29K +28 New
GWS
959
Glassman Wealth Services
Virginia
$5K
GI
960
Gradient Investments
Minnesota
$5K
NHFG
961
New Harbor Financial Group
Massachusetts
$4K
MFW
962
Mosaic Family Wealth
Missouri
$4K +$4.34K +23 New
BL
963
Balentine LLC
Georgia
$3K +$2.45K +13 New
BCI
964
Brinker Capital Investments
Pennsylvania
$2K -$329K -1,743 -100%
GXMC
965
Global X Management Company
New York
$2K -$1.89K -10 -48%
JIR
966
James Investment Research
Ohio
$2K +$1.51K +8 New
CHC
967
City Holding Co
West Virginia
$2K +$1.7K +9 New
DPA
968
Delphi Private Advisors
California
$2K +$1.7K +9 New
IAS
969
INR Advisory Services
Pennsylvania
$2K +$2.08K +11 New
WP
970
WealthPLAN Partners
Nebraska
$1.58K +$4.53K +24 New
RWML
971
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.18K
MSFP
972
Mark Sheptoff Financial Planning
Connecticut
$1K
RWA
973
Ropes Wealth Advisors
Massachusetts
$1K +$944 +5 New
WA
974
WBH Advisory
Maryland
$398 +$2.83K +15 +0.7%
Winslow Capital Management
975
Winslow Capital Management
Minnesota
-$452M -2,444,166 Closed

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.