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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
SN
1051
Sittner & Nelson
Oregon
$12K
C
1052
Covestor
United Kingdom
$12K +$10.3K +47 New
CT
1053
Caldwell Trust
Florida
$11.7K
BIA
1054
Bell Investment Advisors
California
$11K
HIA
1055
Harbor Investment Advisory
Maryland
$11K
BWM
1056
Baystate Wealth Management
Massachusetts
$10K
MAM
1057
Mystic Asset Management
Rhode Island
$9K +$8.78K +40 New
FBT
1058
First Bank & Trust
South Dakota
$8K
NL
1059
NVWM LLC
Pennsylvania
$8K
NFSG
1060
Newbridge Financial Services Group
Florida
$8K +$1.76K +8 +35%
WWM
1061
Wolff Wiese Magana
California
$7K
PMFA
1062
Plante Moran Financial Advisors
Michigan
$6K -$66.1K -301 -93%
ACM
1063
Antonetti Capital Management
Florida
$6K
VRS
1064
Virginia Retirement Systems
Virginia
$5.92K +$5.23M +23,800 New
VRM
1065
Vectors Research Management
New York
$5K
LWA
1066
Lenox Wealth Advisors
New York
$5K +$1.54K +7 +54%
AIM
1067
AHL Investment Management
Florida
$5K +$4.17K +19 New
SWM
1068
Sugarloaf Wealth Management
Georgia
$4K -$52K -237 -93%
EI
1069
Ellevest Inc
New York
$4K
LCM
1070
Logan Capital Management
Pennsylvania
$4K
LF
1071
Lee Financial
Texas
$4K +$1.76K +8 +89%
SC
1072
Sierra Capital
Florida
$4K +$3.29K +15 New
ZIG
1073
Zullo Investment Group
Pennsylvania
$4K +$3.51K +16 New
ECM
1074
Estabrook Capital Management
New York
$3.23K +$2.85K +13 New
BWL
1075
Bogart Wealth LLC
Virginia
$3K

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.