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McKesson

927 hedge funds and large institutions have $28.6B invested in McKesson in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 297 increasing their positions, 368 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

6% more funds holding

Funds holding: 877927 (+50)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0% more capital invested

Capital invested by funds: $28.5B → $28.6B (+$59.9M)

0.2% less ownership

Funds ownership: 88.25%88.05% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 368

22% less call options, than puts

Call options by funds: $237M | Put options by funds: $304M

Holders
927
Holders Change
+50
Holders Change %
+5.7%
% of All Funds
21.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
141
Increased
297
Reduced
368
Closed
82
Calls
$237M
Puts
$304M
Net Calls
-$67.2M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
976
Jones Financial Companies
Missouri
-$253K -1,648 Closed
RA
977
Rational Advisors
New York
-$246K -1,600 Closed
FFBTD
978
First Financial Bank - Trust Division
Ohio
-$231K -1,503 Closed
SSW
979
Smith Shellnut Wilson
Mississippi
-$223K -1,451 Closed
HCA
980
Harbour Capital Advisors
Virginia
-$223K -1,449 Closed
PIM
981
Penobscot Investment Management
Massachusetts
-$222K -1,447 Closed
GCA
982
Gideon Capital Advisors
New York
-$220K -1,430 Closed
PFA
983
Pure Financial Advisors
California
-$217K -1,410 Closed
Luther King Capital Management (LKCM)
984
Luther King Capital Management (LKCM)
Texas
-$215K -1,401 Closed
KCP
985
KDI Capital Partners
North Carolina
-$213K -1,389 Closed
MC
986
MIG Capital
California
-$203K -1,321 Closed
WSFS
987
Wilmington Savings Fund Society
Delaware
-$200K -1,304 Closed
OAM
988
Oppenheimer Asset Management
New York
-$193K -1,257 Closed
1832 Asset Management
989
1832 Asset Management
Ontario, Canada
-$183K -1,229 Closed
MCA
990
Mercer Capital Advisers
New Jersey
-$184K -1,195 Closed
AP
991
Atwood & Palmer
Missouri
-$154K -1,000 Closed
CBT
992
Central Bank & Trust
Kentucky
-$123K -798 Closed
IR
993
Invictus RG
Bermuda
-$63K -409 Closed
BONST
994
Bank of Nova Scotia Trust
Ontario, Canada
-$55K -361 Closed
HFM
995
Harvest Fund Management
China
-$47K -304 Closed
HCA
996
Horan Capital Advisors
Ohio
-$22K -140 Closed
TDC
997
Thompson Davis & Co
Virginia
-$18K -117 Closed
AF
998
Arrow Financial
New York
-$15K -100 Closed
FPB
999
First PREMIER Bank
South Dakota
-$15K -100 Closed
CAL
1000
Capital Analysts LLC
Pennsylvania
-$8K -51 Closed

MCK Hedge Fund Activity: Q4 2017 in Review

927 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2017, worth a combined $28.6B — up 0.21% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new MCK positions and 82 closed out — a net gain of 59 holders — while 297 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Parnassus Investments, exiting entirely with an estimated $681M sold.

  • 927 institutional investors held McKesson (MCK) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $28.6B of McKesson stock for Q4 2017, up 0.21% quarter-over-quarter.
  • 141 funds opened new McKesson positions in Q4 2017 and 82 closed out, a net change of +59 holders.
  • The largest McKesson buyer in Q4 2017 was Fidelity Investments, an estimated $248M added.
  • The largest McKesson seller in Q4 2017 was Parnassus Investments, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2017.