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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
BFC
976
Bedel Financial Consulting
Indiana
$49K +$1.76K +8 +4%
NSIM
977
North Star Investment Management
Illinois
$48K +$3.07K +14 +8%
FPWM
978
FSB Premier Wealth Management
Iowa
$47K +$42.2K +192 New
ODG
979
O'Dell Group
Ohio
$46K -$23.1K -105 -36%
CA
980
Crewe Advisors
Utah
$46K
SWA
981
SOA Wealth Advisors
New York
$46K
SFO
982
Standard Family Office
South Dakota
$45K +$40.2K +183 New
DAM
983
Delta Asset Management
Tennessee
$44K
TCOV
984
Trust Company of Vermont
Vermont
$44K +$39.3K +179 New
ETC
985
Exchange Traded Concepts
Oklahoma
$43K +$4.61K +21 +14%
AW
986
Avion Wealth
Texas
$41K +$36.2K +165 New
FMB
987
Field & Main Bank
Kentucky
$40K +$5.49K +25 +19%
COCM
988
Charter Oak Capital Management
New Hampshire
$39K
BEI
989
Benjamin Edwards Inc
Missouri
$38K +$33.8K +154 New
JFGIW
990
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K +$33.8K +154 New
AA
991
AlphaMark Advisors
Kentucky
$37K
KFP
992
KB Financial Partners
New Jersey
$37K +$32.3K +147 New
EWA
993
EverSource Wealth Advisors
Alabama
$37K +$32.9K +150 New
HNWAG
994
High Net Worth Advisory Group
Florida
$37K +$32.9K +150 New
FCB
995
First Command Bank
Texas
$35K
GI
996
Gradient Investments
Minnesota
$34K
FP
997
Financial Perspectives
Minnesota
$30.3K
VNA
998
Valley National Advisers
Pennsylvania
$30K -$3.51K -16 -12%
CFG
999
CKW Financial Group
Hawaii
$30K
EBA
1000
Eagle Bay Advisors
New York
$30K +$3.51K +16 +15%

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.