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McKesson

890 hedge funds and large institutions have $25.9B invested in McKesson in 2016 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 287 increasing their positions, 378 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $316M | Put options by funds: $292M

5% less funds holding

Funds holding: 940890 (-50)

5.32% less ownership

Funds ownership: 86.84%81.52% (-5.3%)

20% less capital invested

Capital invested by funds: $32.2B → $25.9B (-$6.33B)

21% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 161

24% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 378

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
890
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
22.24%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.27%
New
127
Increased
287
Reduced
378
Closed
161
Calls
$316M
Puts
$292M
Net Calls
+$23.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1001
Covington Capital Management
California
-$247K -1,483 Closed
CG
1002
Caprock Group
Idaho
-$244K -1,465 Closed
ACP
1003
Aviance Capital Partners
Florida
-$233K -1,400 Closed
ICOA
1004
Investment Centers of America
North Dakota
-$232K -1,381 Closed
GCAC
1005
Guardian Capital Advisors (Canada)
Ontario, Canada
-$221K -1,378 Closed
LRPA
1006
L. Roy Papp & Associates
Arizona
-$225K -1,350 Closed
LCM
1007
Leisure Capital Management
California
-$223K -1,338 Closed
NFG
1008
Nadler Financial Group
Illinois
-$223K -1,337 Closed
TIA
1009
Tiemann Investment Advisors
California
-$222K -1,330 Closed
CWM
1010
Connecticut Wealth Management
Connecticut
-$219K -1,325 Closed
DBIA
1011
Dumont & Blake Investment Advisors
New Jersey
-$217K -1,300 Closed
HCM
1012
Hutchinson Capital Management
California
-$216K -1,295 Closed
ACM
1013
Argentus Capital Management
Texas
-$211K -1,267 Closed
B
1014
Bailard
California
-$211K -1,265 Closed
Mariner
1015
Mariner
Kansas
-$207K -1,239 Closed
BDF
1016
Balasa Dinverno & Foltz
-$203K -1,215 Closed
AF
1017
Aldebaran Financial
-$200K -1,200 Closed
FCCM
1018
First City Capital Management
Georgia
-$200K -1,200 Closed
IFB
1019
iAB Financial Bank
Indiana
-$200K -1,200 Closed
IIM
1020
Intact Investment Management
Quebec, Canada
-$200K -1,200 Closed
PCMI
1021
Princeton Capital Management Inc
New Jersey
-$200K -1,200 Closed
PFPT
1022
Pinnacle Financial Partners (Tennessee)
Tennessee
-$219K -1,110 Closed
SIG
1023
Schooner Investment Group
Pennsylvania
-$165K -1,000 Closed
BEAM
1024
Baker Ellis Asset Management
Washington
-$123K -735 Closed
NYLT
1025
New York Life Trust
New York
-$97K -579 Closed

MCK Hedge Fund Activity: Q4 2016 in Review

890 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2016, worth a combined $25.9B — down 20% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCK and 127 opened new positions — a net loss of 34 holders — while 378 trimmed existing stakes and 287 added.

The largest buyer was Capital Research Global Investors, adding an estimated $349M. The largest seller was Boston Partners, cutting an estimated $545M.

  • 890 institutional investors held McKesson (MCK) as of Q4 2016, down from 940 in Q3 2016.
  • Funds reported $25.9B of McKesson stock for Q4 2016, down 20% quarter-over-quarter.
  • 127 funds opened new McKesson positions in Q4 2016 and 161 closed out, a net change of -34 holders.
  • The largest McKesson buyer in Q4 2016 was Capital Research Global Investors, an estimated $349M added.
  • The largest McKesson seller in Q4 2016 was Boston Partners, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2016.