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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
CTB
1076
Country Trust Bank
Illinois
$3K
EWM
1077
Edge Wealth Management
New York
$3K
PCG
1078
Private Capital Group
Connecticut
$3K
AWM
1079
Accel Wealth Management
Iowa
$3K +$2.63K +12 New
SC
1080
Schubert & Co
Texas
$3K +$2.85K +13 New
MAM
1081
McCarthy Asset Management
California
$2K
CAC
1082
Core Alternative Capital
Georgia
$2K +$1.54K +7 New
MSFP
1083
Mark Sheptoff Financial Planning
Connecticut
$2K +$1.54K +7 New
TAIM
1084
TD Ameritrade Investment Management
Nebraska
$2K +$1.54K +7 New
TSWM
1085
Tyler-Stone Wealth Management
Ohio
$2K +$1.54K +7 New
AFG
1086
Albion Financial Group
Utah
$2K +$1.76K +8 New
SFM
1087
Signet Financial Management
New Jersey
$2K +$1.76K +8 New
WFS
1088
Widmann Financial Services
Maryland
$2K +$2.42K +11 New
CP
1089
Castleview Partners
Texas
$1.05K +$57.4M +261,493 New
CWC
1090
Carolinas Wealth Consulting
North Carolina
$1K
TFM
1091
TFC Financial Management
Massachusetts
$1K
CAL
1092
Capital Advisors Ltd
Ohio
$1K +$659 +3 New
CSWM
1093
Cassady Schiller Wealth Management
Ohio
$1K +$1.1K +5 New
MBFW
1094
Morton Brown Family Wealth
Pennsylvania
$1K +$1.1K +5 New
BIM
1095
Baldwin Investment Management
Pennsylvania
$936 +$329K +1,499 +66%
GFPC
1096
Global Financial Private Client
Florida
$746
BBHC
1097
Brown Brothers Harriman & Co
New York
$253
WA
1098
WestEnd Advisors
North Carolina
$248 +$220 +1 New
ACI
1099
AMP Capital Investors
Australia
-$19.9M -99,868 Closed
MGIM
1100
M&G Investment Management
United Kingdom
-$19.6K -98,508 Closed

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.