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McKesson

703 hedge funds and large institutions have $25.1B invested in McKesson in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 254 increasing their positions, 291 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 29

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

12% more capital invested

Capital invested by funds: $22.3B → $25.1B (+$2.77B)

4% more funds holding

Funds holding: 678703 (+25)

0.47% more ownership

Funds ownership: 85.26%85.73% (+0.47%)

10% less call options, than puts

Call options by funds: $132M | Put options by funds: $147M

13% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 291

Holders
703
Holders Change
+25
Holders Change %
+3.69%
% of All Funds
22.8%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.97%
New
62
Increased
254
Reduced
291
Closed
29
Calls
$132M
Puts
$147M
Net Calls
-$15.1M
Net Calls Change
+$7.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$58.6M -$875K -7,122 -2%
AC
77
Alleghany Corporation
New York
$57.7M +$17.2M +140,000 +45%
Adage Capital Partners
78
Adage Capital Partners
Massachusetts
$56.9M -$8.78M -71,500 -14%
PPA
79
Parametric Portfolio Associates
Washington
$56.1M +$2.51M +20,415 +5%
Citadel Advisors
80
Citadel Advisors
Florida
$54.8M +$49.3M +401,365 +1,569%
EAM
81
Edge Asset Management
Washington
$54.4M +$26.9M +219,193 +95%
TAM
82
Todd Asset Management
Kentucky
$52.6M -$3.12M -25,380 -6%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$52.3M +$1.55M +12,588 +3%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$50M -$1.96M -15,915 -4%
Franklin Resources
85
Franklin Resources
California
$49.9M -$440K -3,580 -0.9%
MDSL
86
M.D. Sass LLC
New York
$44.2M +$1.03M +8,350 +2%
NA
87
Navellier & Associates
Nevada
$44M -$831K -6,763 -2%
USAA
88
United Services Automobile Association
Texas
$43.5M -$62.9K -512 -0.2%
Canada Pension Plan Investment Board
89
Canada Pension Plan Investment Board
Ontario, Canada
$42.7M +$20.8M +169,146 +103%
PI
90
Putnam Investments
Massachusetts
$42.5M +$6.24M +50,762 +18%
SGAM
91
Smith Group Asset Management
Texas
$41.8M -$2.16M -17,544 -5%
SI
92
Sentry Investments
Ontario, Canada
$41.6M +$3.19M +26,000 +9%
FMI
93
Factory Mutual Insurance
Massachusetts
$41.3M -$4.3M -35,000 -10%
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$40.8M -$2.83M -23,000 -7%
Prudential Financial
95
Prudential Financial
New Jersey
$39.7M +$183K +1,486 +0.5%
Robeco Institutional Asset Management
96
Robeco Institutional Asset Management
Netherlands
$39.5M +$1.3M +10,616 +4%
HEIP
97
Hudson Edge Investment Partners
New Jersey
$39.5M -$9.94M -80,879 -21%
WCM
98
Wedge Capital Management
North Carolina
$39.4M -$1.61M -13,080 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
99
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$38.5M -$1.65M -13,426 -4%
PAM
100
Panagora Asset Management
Massachusetts
$38M +$7.79M +63,450 +27%

MCK Hedge Fund Activity: Q3 2013 in Review

703 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2013, worth a combined $25.1B — up 12% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MCK positions and 29 closed out — a net gain of 33 holders — while 254 added to existing stakes and 291 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $229M.

  • 703 institutional investors held McKesson (MCK) as of Q3 2013, up from 678 in Q2 2013.
  • Funds reported $25.1B of McKesson stock for Q3 2013, up 12% quarter-over-quarter.
  • 62 funds opened new McKesson positions in Q3 2013 and 29 closed out, a net change of +33 holders.
  • The largest McKesson buyer in Q3 2013 was JP Morgan Chase, an estimated $133M added.
  • The largest McKesson seller in Q3 2013 was Fidelity Investments, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2013.