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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
IWMPD
1026
Integrated Wealth Management (Palm Desert)
California
-$95K -571 Closed
Group One Trading
1027
Group One Trading
Illinois
-$66.9K -455 Closed
SCA
1028
Stuart Chaussee & Associates
California
-$56K -335 Closed
CAL
1029
Capital Analysts LLC
Pennsylvania
-$46.4K -278 Closed
PCP
1030
Proficio Capital Partners
Massachusetts
-$45K -269 Closed
CA
1031
CapWealth Advisors
Tennessee
-$43K -258 Closed
SAM
1032
Shamrock Asset Management
Texas
-$34.7K -236 Closed
EMG
1033
ETF Managers Group
New Jersey
-$32K -196 Closed
HIIFS
1034
Harel Insurance Investments & Financial Services
Israel
-$29K -175 Closed
LAM
1035
Lebenthal Asset Management
New York
-$27K -163 Closed
KA
1036
Klingman & Associates
New York
-$25K -150 Closed
JSAM
1037
J. Safra Asset Management
New York
-$24K -143 Closed
AWMS
1038
Advocacy Wealth Management Services
Georgia
-$17K -100 Closed
BAM
1039
Brave Asset Management
New Jersey
-$17K -100 Closed
CGI
1040
CI Global Investments
California
-$17K -100 Closed
KKAMG
1041
Kernodle & Katon Asset Management Group
Arkansas
-$13K -75 Closed
CS
1042
Credential Securities
-$8.33K -50 Closed
PFO
1043
Pathstone Family Office
New Jersey
-$7K -40 Closed
SAM
1044
Solaris Asset Management
New York
-$6K -37 Closed
SBL
1045
Sargent Bickham Lagudis
Colorado
-$5 -30 Closed
AFIA
1046
America First Investment Advisors
Nebraska
-$2K -14 Closed
MWM
1047
MinichMacGregor Wealth Management
New York
-$1.32K -9 -90%
DPA
1048
Delphi Private Advisors
California
-$1K -7 Closed
CIM
1049
Contravisory Investment Management
Massachusetts
-$1K -6 Closed
BCI
1050
Brinker Capital Investments
Pennsylvania
-$1K -3 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.