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McKesson

939 hedge funds and large institutions have $32.2B invested in McKesson in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 354 increasing their positions, 354 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $318M | Put options by funds: $264M

1.08% more ownership

Funds ownership: 85.76%86.84% (+1.1%)

6% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 80

0% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 354

0% less funds holding

Funds holding: 942939 (-3)

10% less capital invested

Capital invested by funds: $35.9B → $32.2B (-$3.7B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
939
Holders Change
-3
Holders Change %
-0.32%
% of All Funds
25.05%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.45%
New
85
Increased
354
Reduced
354
Closed
80
Calls
$318M
Puts
$264M
Net Calls
+$54.2M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
1001
Hemenway Trust Hemenway Trust
New Hampshire
-$223K -1,193 Closed
TFCP
1002
Twin Focus Capital Partners
Massachusetts
-$220K -1,180 Closed
WFG
1003
Wills Financial Group
Virginia
-$219K -1,175 Closed
RMDI
1004
R.M. Davis Inc
Maine
-$219K -1,172 Closed
SFG
1005
StrategIQ Financial Group
Indiana
-$217K -1,165 Closed
NPT
1006
Nixon Peabody Trust
Massachusetts
-$217K -1,160 Closed
WSFS
1007
Wilmington Savings Fund Society
Delaware
-$216K -1,155 Closed
SFA
1008
Sequoia Financial Advisors
Ohio
-$215K -1,152 Closed
SC
1009
SouthState Corp
Florida
-$209K -1,122 Closed
RWA
1010
River Wealth Advisors
Pennsylvania
-$204K -1,095 Closed
CBTWT
1011
Community Bank & Trust (Waco, Texas)
Texas
-$202K -1,080 Closed
WSC
1012
Wellington Shields & Co
New York
-$202K -1,080 Closed
FBA
1013
Front Barnett Associates
Illinois
-$201K -1,075 Closed
CIM
1014
CenturyLink Investment Management
Colorado
-$101K -541 Closed
SCM
1015
Southport Capital Management
Tennessee
-$75K -400 Closed
KLWA
1016
Kelly Lawrence W & Associates
California
-$56K -300 Closed
ST
1017
Spot Trading
Illinois
-$9.69K -52 Closed
RWA
1018
Ropes Wealth Advisors
Massachusetts
-$4K -23 Closed
MWP
1019
MYCIO Wealth Partners
Pennsylvania
-$1K -6 Closed
NR
1020
Newfound Research
Massachusetts
-$186 -1 -50%

MCK Hedge Fund Activity: Q3 2016 in Review

939 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2016, worth a combined $32.2B — down 10% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MCK positions and 80 closed out — a net gain of 5 holders — while 354 added to existing stakes and 354 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.32B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.

  • 939 institutional investors held McKesson (MCK) as of Q3 2016, down from 942 in Q2 2016.
  • Funds reported $32.2B of McKesson stock for Q3 2016, down 10% quarter-over-quarter.
  • 85 funds opened new McKesson positions in Q3 2016 and 80 closed out, a net change of +5 holders.
  • The largest McKesson buyer in Q3 2016 was Wellington Management Group, an estimated $1.32B added.
  • The largest McKesson seller in Q3 2016 was T. Rowe Price Associates, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2016.