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McKesson

909 hedge funds and large institutions have $29.9B invested in McKesson in 2017 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 319 increasing their positions, 362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

36% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 76

10% more capital invested

Capital invested by funds: $27.2B → $29.9B (+$2.65B)

2% more funds holding

Funds holding: 890909 (+19)

0.79% less ownership

Funds ownership: 86.67%85.87% (-0.79%)

12% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 362

37% less call options, than puts

Call options by funds: $252M | Put options by funds: $397M

Holders
909
Holders Change
+19
Holders Change %
+2.13%
% of All Funds
22.66%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.55%
New
103
Increased
319
Reduced
362
Closed
76
Calls
$252M
Puts
$397M
Net Calls
-$146M
Net Calls Change
-$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
951
Private Trust Company
Ohio
-$352K -2,375 Closed
WI
952
WrapManager Inc
California
-$330K -2,228 Closed
EAM
953
Evanson Asset Management
California
-$298K -2,007 Closed
SGCA
954
Steel Grove Capital Advisors
Tennessee
-$294K -1,980 Closed
BC
955
Brinker Capital
Pennsylvania
-$293K -1,975 Closed
CAS
956
Cue Advisory Services
Arizona
-$280K -1,888 Closed
CWM
957
Concert Wealth Management
California
-$261K -1,863 Closed
LWM
958
Lyell Wealth Management
California
-$266K -1,792 Closed
PAM
959
Princeton Alpha Management
New Jersey
-$221K -1,492 Closed
SAM
960
Silvercrest Asset Management
New York
-$220K -1,487 Closed
FTIOP
961
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$219K -1,480 Closed
IAA
962
Independent Advisor Alliance
North Carolina
-$212K -1,464 Closed
RBC
963
Ronald Blue & Co
Georgia
-$209K -1,408 Closed
FCFC
964
First Commonwealth Financial Corp
Pennsylvania
-$208K -1,405 Closed
SFM
965
Soros Fund Management
New York
-$208K -1,400 Closed
CNBT
966
Canandaigua National Bank & Trust
New York
-$207K -1,397 Closed
ICOA
967
Investment Centers of America
North Dakota
-$202K -1,364 Closed
ACS
968
Archford Capital Strategies
Illinois
-$115K -776 Closed
AA
969
Apriem Advisors
California
-$111K -750 Closed
CAG
970
Crestwood Advisors Group
Massachusetts
-$50K -360 Closed
FPF
971
FNY Partners Fund
New York
-$37K -250 Closed
BKA
972
Brick & Kyle Associates
Pennsylvania
-$33K -221 Closed
CGT
973
Capital Guardian Trust
California
-$27K -182 Closed
AFIA
974
America First Investment Advisors
Nebraska
-$22K -150 Closed
RBC
975
Roble Belko & Company
Pennsylvania
-$22K -150 Closed

MCK Hedge Fund Activity: Q2 2017 in Review

909 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2017, worth a combined $29.9B — up 9.7% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MCK positions and 76 closed out — a net gain of 27 holders — while 319 added to existing stakes and 362 trimmed.

The largest buyer was Ruffer LLP, opening a new position worth an estimated $201M. The largest seller was Capital Research Global Investors, cutting an estimated $1.11B.

  • 909 institutional investors held McKesson (MCK) as of Q2 2017, up from 890 in Q1 2017.
  • Funds reported $29.9B of McKesson stock for Q2 2017, up 9.7% quarter-over-quarter.
  • 103 funds opened new McKesson positions in Q2 2017 and 76 closed out, a net change of +27 holders.
  • The largest McKesson buyer in Q2 2017 was Ruffer LLP, an estimated $201M added.
  • The largest McKesson seller in Q2 2017 was Capital Research Global Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2017.