McKesson
MCK
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.
125% more funds holding in top 10
Funds holding in top 10: 12 → 27 (+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: 864 → 865 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$427M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$329M |
| 3 |
SCM
Suvretta Capital Management
New York
|
+$143M |
| 4 |
JP Morgan Chase
New York
|
+$122M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$315M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$309M |
| 3 |
GCM
Glenview Capital Management
New York
|
-$303M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$254M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$209M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
951
Evolution Wealth Advisors
Aventura,
Florida
| – | -$5K | -38 | Closed |
|
|
RIA
952
Realta Investment Advisors
Wilmington,
Delaware
| – | -$5K | -34 | Closed |
|
|
ACM
953
Anfield Capital Management
Irvine,
California
| – | -$4K | -32 | Closed |
|
|
ACM
954
Allred Capital Management
Dallas,
Texas
| – | -$4.29K | -31 | Closed |
|
|
RFM
955
Royal Fund Management
Lady Lake,
Florida
| – | -$3K | -25 | Closed |
|
|
WCM
956
Wealthcare Capital Management
Richmond,
Virginia
| – | -$2K | -17 | Closed |
|
957
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -9 | Closed |
|
|
PCTC
958
Perkins Coie Trust Company
Seattle,
Washington
| – | +$439 | +3 | New |
|
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.