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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
Citigroup
126
Citigroup
New York
$27.9M +$9.87M +67,125 +51%
Chevy Chase Trust
127
Chevy Chase Trust
Maryland
$26.8M +$205K +1,392 +0.7%
Pzena Investment Management
128
Pzena Investment Management
New York
$26.2M +$27.4M +186,289 New
N
129
Nuveen
North Carolina
$25.9M +$2.16M +14,676 +9%
Capital Fund Management (CFM)
130
Capital Fund Management (CFM)
France
$24.7M +$9.8M +66,602 +61%
TAM
131
Taylor Asset Management
Ontario, Canada
$23.9M +$25M +170,100 New
FIM
132
Foresters Investment Management
New York
$23.9M -$5.71M -38,810 -19%
RG
133
Renaissance Group
Kentucky
$23.5M +$873K +5,935 +4%
National Pension Service
134
National Pension Service
South Korea
$23.4M +$1.63M +11,095 +7%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$23.1M -$8.07M -54,892 -25%
Balyasny Asset Management
136
Balyasny Asset Management
Illinois
$23M +$21.9M +148,584 +978%
Retirement Systems of Alabama
137
Retirement Systems of Alabama
Alabama
$22.9M -$1.03M -6,996 -4%
Two Sigma Investments
138
Two Sigma Investments
New York
$22.3M -$17.5M -118,857 -43%
Aviva
139
Aviva
United Kingdom
$22.2M +$1.28M +8,718 +6%
PC
140
Polar Capital
United Kingdom
$21.9M
MIS
141
Morningstar Investment Services
Illinois
$21.8M +$5.79M +39,345 +34%
T
142
TOBAM
France
$21.7M +$22.8M +154,767 New
O
143
OppenheimerFunds
New York
$21.5M -$110M -748,736 -83%
ACI
144
AMP Capital Investors
Australia
$21.2M -$5.16M -35,052 -19%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.9M -$1.62M -10,995 -7%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$20.8M -$4.23M -28,770 -16%
Select Equity Group
147
Select Equity Group
New York
$20.4M +$130K +882 +0.6%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$20.1M +$21M +142,755 +128,608%
Victory Capital Management
149
Victory Capital Management
Texas
$20M -$14.2M -96,267 -40%
GLA
150
Great Lakes Advisors
Illinois
$19.5M +$18.7M +127,156 +1,089%

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.