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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
BG
1026
Bollard Group
Massachusetts
$21K
MFAM
1027
Motley Fool Asset Management
Virginia
$21K +$18.9K +86 New
WT
1028
Washington Trust
Rhode Island
$20K
EA
1029
Evolution Advisers
Virginia
$20K +$18.2K +83 New
TFO
1030
Tarbox Family Office
California
$19K
TFS
1031
TrustCore Financial Services
Tennessee
$19K
WPA
1032
West Paces Advisors
Georgia
$18.6K -$5.49K -25 -25%
FCFS
1033
First Command Financial Services
Texas
$18K -$23.5K -107 -60%
EARNEST Partners
1034
EARNEST Partners
Georgia
$18K
HFA
1035
HC Financial Advisors
California
$18K
TCWA
1036
Ten Capital Wealth Advisors
Washington
$17K
MTIC
1037
Missouri Trust & Investment Company
Missouri
$16K +$14.3K +65 New
DFCM
1038
Dark Forest Capital Management
Puerto Rico
$15K -$53.3K -243 -80%
HIM
1039
Hillsdale Investment Management
Ontario, Canada
$15K
HWM
1040
Holloway Wealth Management
Florida
$15K
SIS
1041
Sound Income Strategies
Florida
$15K
FGAM
1042
Financial Gravity Asset Management
Texas
$14.3K +$1.84M +8,391 +11,188%
FRA
1043
Front Row Advisors
California
$14K -$220 -1 -2%
SIC
1044
SJS Investment Consulting
Ohio
$14K +$12.5K +57 New
AWM
1045
Atticus Wealth Management
Florida
$13K -$12.5K -57 -51%
JFA
1046
JNBA Financial Advisors
Minnesota
$13K
LWANC
1047
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K
Optiver Holding
1048
Optiver Holding
Netherlands
$13K
AWM
1049
Avior Wealth Management
Nebraska
$12K
FMII
1050
Farmers & Merchants Investments Inc
Nebraska
$12K

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.