McKesson
791 hedge funds and large institutions have $32B invested in McKesson in 2013 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 230 increasing their positions, 351 reducing their positions, and 43 closing their positions.
214% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 43
33% more funds holding in top 10
Funds holding in top 10: 30 → 40 (+10)
28% more capital invested
Capital invested by funds: $25.1B → $32B (+$6.94B)
13% more funds holding
Funds holding: 703 → 791 (+88)
0.37% less ownership
Funds ownership: 85.73% → 85.36% (-0.37%)
34% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 351
39% less call options, than puts
Call options by funds: $285M | Put options by funds: $466M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$494M |
| 2 |
SC
Sculptor Capital
New York
|
+$322M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$303M |
| 4 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
+$221M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$216M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
-$503M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$346M |
| 3 |
GCM
Glenview Capital Management
New York
|
-$240M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$134M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$133M |
MCK Hedge Fund Activity: Q4 2013 in Review
791 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2013, worth a combined $32B — up 28% from $25.1B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new MCK positions and 43 closed out — a net gain of 92 holders — while 230 added to existing stakes and 351 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $494M. The largest seller was Institutional Capital, cutting an estimated $503M.
- 791 institutional investors held McKesson (MCK) as of Q4 2013, up from 703 in Q3 2013.
- Funds reported $32B of McKesson stock for Q4 2013, up 28% quarter-over-quarter.
- 135 funds opened new McKesson positions in Q4 2013 and 43 closed out, a net change of +92 holders.
- The largest McKesson buyer in Q4 2013 was Fidelity Investments, an estimated $494M added.
- The largest McKesson seller in Q4 2013 was Institutional Capital, an estimated $503M sold.
Based on aggregated 13F filings for Q4 2013.