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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
NG
201
NatWest Group
United Kingdom
$19.4M +$532K +2,990 +3%
RJA
202
Raymond James & Associates
Florida
$19M -$494K -2,774 -3%
SAM
203
Shell Asset Management
Netherlands
$18.9M +$684K +3,844 +4%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$18.6M -$279K -1,568 -2%
WBC
205
Westpac Banking Corp
Australia
$18M -$5.74M -32,282 -25%
TPSF
206
Texas Permanent School Fund
Texas
$17.9M -$865K -4,861 -5%
SOMRS
207
State of Michigan Retirement System
Michigan
$17.6M +$89K +500 +0.5%
SCM
208
Sandler Capital Management
New York
$17.5M +$6.73M +37,800 +67%
AIG
209
American International Group
New York
$17.5M +$276K +1,554 +2%
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$17.2M -$7.38M -41,497 -31%
GF
211
Gabelli Funds
New York
$17M +$427K +2,400 +3%
PC
212
Polar Capital
United Kingdom
$16.9M -$3.21M -18,070 -17%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$16.9M +$6.42M +36,109 +66%
VFA
214
Virtus Fund Advisers
Connecticut
$16.7M +$16M +89,739 New
ZIM
215
Zacks Investment Management
Illinois
$16.7M -$609K -3,422 -4%
ASRS
216
Arizona State Retirement System
Arizona
$16.5M +$71.2K +400 +0.5%
Public Sector Pension Investment Board (PSP Investments)
217
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.2M +$468K +2,631 +3%
LWCA
218
Locust Wood Capital Advisers
New York
$16.2M +$204K +1,147 +1%
IGIM
219
I.G. Investment Management
Manitoba, Canada
$16.2M -$8.13M -45,696 -34%
FLPIM
220
F.L. Putnam Investment Management
Massachusetts
$16M -$99.5K -559 -0.6%
WI
221
Wafra Inc
New York
$15.7M -$1.05M -5,900 -7%
PIM
222
Partner Investment Management
California
$15.6M +$7.11M +39,981 +91%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$15.3M -$3.85M -21,616 -21%
AG
224
Aperio Group
California
$15.3M -$81.7K -459 -0.6%
QBFM
225
QS Batterymarch Financial Management
New York
$15.1M +$1.02M +5,726 +8%

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.