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McKesson

1,098 hedge funds and large institutions have $31.9B invested in McKesson in 2021 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 357 increasing their positions, 360 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 50

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

50% more call options, than puts

Call options by funds: $456M | Put options by funds: $304M

21% more capital invested

Capital invested by funds: $26.3B → $31.9B (+$5.58B)

14% more funds holding

Funds holding: 9671,098 (+131)

0.83% less ownership

Funds ownership: 85.43%84.6% (-0.83%)

1% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 360

Holders
1,098
Holders Change
+131
Holders Change %
+13.55%
% of All Funds
16.9%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.38%
New
197
Increased
357
Reduced
360
Closed
50
Calls
$456M
Puts
$304M
Net Calls
+$152M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
UCB
951
United Community Bank
South Carolina
$74.6K +$65.9K +300 New
FFA
952
Freedman Financial Associates
Massachusetts
$71K
FAG
953
Fortitude Advisory Group
Washington
$69K +$61K +278 New
TF
954
Tompkins Financial
New York
$63K -$13.6K -62 -20%
EWM
955
Evermay Wealth Management
Virginia
$62K
SIAP
956
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$62K
TCM
957
Tradewinds Capital Management
Washington
$62K
TFP
958
Tilia Fiduciary Partners
North Carolina
$62K +$54.9K +250 New
VCM
959
Versant Capital Management
Arizona
$59K
PFBT
960
Parkside Financial Bank & Trust
Missouri
$59K +$1.1K +5 +2%
S
961
Surevest
California
$57K +$50.3K +229 New
JWA
962
JFS Wealth Advisors
Pennsylvania
$56K
CHC
963
City Holding Co
West Virginia
$55K
KFI
964
Key Financial Inc
Pennsylvania
$55K
AP
965
Arlington Partners
Alabama
$54K -$79.7K -363 -63%
ZB
966
Zions Bancorporation
Utah
$54K +$1.32K +6 +3%
AA
967
Addison Advisors
Vermont
$54K +$3.51K +16 +8%
AS
968
Altshuler Shaham
Israel
$53K +$46.8K +213 New
SC
969
Seldon Capital
California
$53K +$46.8K +213 New
GAM
970
Gemmer Asset Management
California
$52K +$659 +3 +1%
GWS
971
Glassman Wealth Services
Virginia
$52K +$8.56K +39 +23%
BAM
972
Baldrige Asset Management
Pennsylvania
$50K
CAL
973
Capital Analysts LLC
Pennsylvania
$50K
Capstone Investment Advisors
974
Capstone Investment Advisors
New York
$49K -$1.04M -4,741 -96%
TFGT
975
TS Financial Group (TSFG)
Illinois
$49K

MCK Hedge Fund Activity: Q4 2021 in Review

1,098 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2021, worth a combined $31.9B — up 21% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new MCK positions and 50 closed out — a net gain of 147 holders — while 357 added to existing stakes and 360 trimmed.

The largest buyer was Samlyn Capital, opening a new position worth an estimated $70.2M. The largest seller was Nordea Investment Management, cutting an estimated $323M.

  • 1,098 institutional investors held McKesson (MCK) as of Q4 2021, up from 967 in Q3 2021.
  • Funds reported $31.9B of McKesson stock for Q4 2021, up 21% quarter-over-quarter.
  • 197 funds opened new McKesson positions in Q4 2021 and 50 closed out, a net change of +147 holders.
  • The largest McKesson buyer in Q4 2021 was Samlyn Capital, an estimated $70.2M added.
  • The largest McKesson seller in Q4 2021 was Nordea Investment Management, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2021.