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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
RFA
1001
Reilly Financial Advisors
California
$30K +$26.6K +121 New
MPWT
1002
MassMutual Private Wealth & Trust
Connecticut
$29K -$1.1K -5 -4%
APW
1003
Acima Private Wealth
Virginia
$29K
CBT
1004
CoreFirst Bank & Trust
Kansas
$29K
HI
1005
Hoey Investments
Pennsylvania
$29K
CFO
1006
CVA Family Office
Colorado
$29K +$25.2K +115 New
MWM
1007
Mascoma Wealth Management
New Hampshire
$28K +$24.6K +112 New
BA
1008
Bellwether Advisors
Nebraska
$27K -$32.9K -150 -57%
BAM
1009
Bellevue Asset Management
Washington
$27K
PSB
1010
Piscataqua Savings Bank
New Hampshire
$27K
MCM
1011
MV Capital Management
Maryland
$27K +$1.98K +9 +9%
SCA
1012
Stonebridge Capital Advisors
Minnesota
$27K +$1.98K +9 +9%
AIP
1013
Ahrens Investment Partners
Louisiana
$26K +$22.6K +103 New
A
1014
AustralianSuper
Australia
$25.4K -$645K -2,940 -3%
MMG
1015
Monetary Management Group
Missouri
$25K
PFSC
1016
Peoples Financial Services Corp
Pennsylvania
$25K
BAM
1017
Byrne Asset Management
New Jersey
$25K +$22K +100 New
WOC
1018
West Oak Capital
California
$25K +$22K +100 New
CA
1019
Cornerstone Advisory
Maryland
$25K +$22.4K +102 New
AWA
1020
Amplius Wealth Advisors
Pennsylvania
$25K +$22.6K +103 New
WIM
1021
Westside Investment Management
California
$24.9K
PP
1022
PFS Partners
New Jersey
$24.9K +$22K +100 New
M
1023
MOTCO
Texas
$24K
PB
1024
Pinnacle Bancorp
Nebraska
$22K
AIC
1025
Archer Investment Corporation
Indiana
$21.6K

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.