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McKesson

815 hedge funds and large institutions have $37.4B invested in McKesson in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 358 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

19% more call options, than puts

Call options by funds: $368M | Put options by funds: $309M

6% more capital invested

Capital invested by funds: $35.3B → $37.4B (+$2.08B)

2% more funds holding

Funds holding: 801815 (+14)

0.01% more ownership

Funds ownership: 86.11%86.12% (+0.01%)

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 358

Holders
815
Holders Change
+14
Holders Change %
+1.75%
% of All Funds
23.41%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
1.06%
New
70
Increased
274
Reduced
358
Closed
50
Calls
$368M
Puts
$309M
Net Calls
+$58.5M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
101
Jennison Associates
New York
$60.8M -$5.83M -32,751 -9%
HIM
102
Hermes Investment Management
United Kingdom
$60.4M +$16.2M +91,095 +39%
AIM
103
abrdn Investment Management
United Kingdom
$60.4M +$444K +2,495 +0.8%
MTB
104
Mizuho Trust & Banking
Japan
$57.6M -$875K -4,918 -2%
First Trust Advisors
105
First Trust Advisors
Illinois
$56.8M +$109K +610 +0.2%
Point72 Asset Management
106
Point72 Asset Management
Connecticut
$56.1M +$53.6M +301,500 New
US Bancorp
107
US Bancorp
Minnesota
$56M -$418K -2,348 -0.8%
Dimensional Fund Advisors
108
Dimensional Fund Advisors
Texas
$55.9M +$563K +3,163 +1%
NA
109
Navellier & Associates
Nevada
$55.2M +$669K +3,763 +1%
Swiss National Bank
110
Swiss National Bank
Switzerland
$54.8M +$7.42M +41,700 +17%
SGAM
111
Smith Group Asset Management
Texas
$54.1M -$636K -3,575 -1%
BNP Paribas Asset Management
112
BNP Paribas Asset Management
France
$53.5M -$23.1M -129,627 -31%
RIM
113
Rainier Investment Management
Washington
$53.3M +$50.9M +286,222 New
Neuberger Berman Group
114
Neuberger Berman Group
New York
$53.1M -$832K -4,676 -2%
HM
115
HealthCor Management
New York
$52.5M -$12.1M -67,900 -19%
TAM
116
Todd Asset Management
Kentucky
$51.6M -$824K -4,634 -2%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$51.6M -$8.1M -45,554 -14%
PIM
118
Perkins Investment Management
Illinois
$51.5M -$8.37M -47,030 -15%
HCM
119
Highbridge Capital Management
New York
$51.2M +$37.5M +210,866 +330%
CCM
120
Cadian Capital Management
New York
$51.1M +$8.01M +45,000 +20%
PI
121
Putnam Investments
Massachusetts
$51M +$3.33M +18,703 +7%
CC
122
Cannell & Co
New York
$50.9M -$2.39M -13,435 -5%
KeyBank National Association
123
KeyBank National Association
Ohio
$50.4M -$784K -4,404 -2%
Retirement Systems of Alabama
124
Retirement Systems of Alabama
Alabama
$48.6M -$101K -569 -0.2%
VAM
125
Visium Asset Management
New York
$48.2M -$80.6M -452,842 -64%

MCK Hedge Fund Activity: Q2 2014 in Review

815 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2014, worth a combined $37.4B — up 5.9% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MCK positions and 50 closed out — a net gain of 20 holders — while 274 added to existing stakes and 358 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $358M.

  • 815 institutional investors held McKesson (MCK) as of Q2 2014, up from 801 in Q1 2014.
  • Funds reported $37.4B of McKesson stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 70 funds opened new McKesson positions in Q2 2014 and 50 closed out, a net change of +20 holders.
  • The largest McKesson buyer in Q2 2014 was Maverick Capital, an estimated $306M added.
  • The largest McKesson seller in Q2 2014 was Wellington Management Group, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2014.