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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
AWCI
176
Alpine Woods Capital Investors
New York
$12M +$609K +4,139 +5%
VDBMI
177
Van Den Berg Management I
Texas
$11.7M -$269K -1,832 -2%
MAM
178
Martingale Asset Management
Massachusetts
$11.4M -$27.5M -186,945 -70%
OPERF
179
Oregon Public Employees Retirement Fund
Oregon
$11.3M +$8.44M +57,361 +245%
AG
180
Aperio Group
California
$11.3M -$5.1M -34,657 -30%
WT
181
Whittier Trust
California
$11.3M -$425K -2,886 -3%
DDPIC
182
Deroy & Devereaux Private Investment Counsel
Michigan
$11.1M -$118K -805 -1%
RJA
183
Raymond James & Associates
Florida
$10.7M -$6.67M -45,323 -37%
EWM
184
Evercore Wealth Management
New York
$10.7M -$17.5M -118,718 -61%
SOMRS
185
State of Michigan Retirement System
Michigan
$10.4M -$21M -142,420 -66%
TC
186
Tavio Capital
New York
$10.3M +$10.8M +73,112 New
HIMC
187
Heritage Investors Management Corp
Maryland
$10.2M +$473K +3,216 +5%
WBC
188
Westpac Banking Corp
Australia
$10.1M -$10.3M -70,153 -54%
BC
189
Burney Company
Virginia
$10.1M -$2.1M -14,262 -17%
MC
190
Muhlenkamp & Co
Pennsylvania
$10.1M +$3.83M +26,014 +57%
VFA
191
Virtus Fund Advisers
Connecticut
$9.9M -$506K -3,441 -5%
KCP
192
KDI Capital Partners
North Carolina
$9.67M -$11.3M -76,633 -53%
FIB
193
First Interstate Bank
Montana
$9.63M +$2.54M +17,250 +34%
AAM
194
Advisors Asset Management
Colorado
$9.61M -$2.4M -16,316 -19%
SEI Investments
195
SEI Investments
Pennsylvania
$9.59M +$297K +2,020 +3%
GIBU
196
Gulf International Bank (UK)
United Kingdom
$9.58M
AC
197
Axon Capital
New York
$9.58M +$10M +68,181 New
AL
198
AJO LP
Pennsylvania
$9.55M -$12.3M -83,741 -55%
BA
199
Bridgewater Associates
Connecticut
$9.52M +$3.88M +26,400 +64%
TPSF
200
Texas Permanent School Fund
Texas
$9.51M -$262K -1,780 -3%

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.