We are live on ! Find out more
MCK icon

McKesson

703 hedge funds and large institutions have $25.1B invested in McKesson in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 254 increasing their positions, 291 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 29

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

12% more capital invested

Capital invested by funds: $22.3B → $25.1B (+$2.77B)

4% more funds holding

Funds holding: 678703 (+25)

0.47% more ownership

Funds ownership: 85.26%85.73% (+0.47%)

10% less call options, than puts

Call options by funds: $132M | Put options by funds: $147M

13% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 291

Holders
703
Holders Change
+25
Holders Change %
+3.69%
% of All Funds
22.8%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.97%
New
62
Increased
254
Reduced
291
Closed
29
Calls
$132M
Puts
$147M
Net Calls
-$15.1M
Net Calls Change
+$7.6M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.32B -$202M -1,647,329 -8%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.9B -$23.3M -189,558 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.38B +$58.4M +475,034 +5%
State Street
4
State Street
Massachusetts
$1.23B +$8.88M +72,295 +0.8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$989M -$229M -1,866,087 -19%
BIT
6
BlackRock Institutional Trust
California
$846M +$41.7M +339,397 +5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$622M +$18.9M +154,110 +3%
Boston Partners
8
Boston Partners
Massachusetts
$592M -$2.01M -16,390 -0.4%
GCM
9
Glenview Capital Management
New York
$592M +$42.9M +349,236 +8%
Lazard Asset Management
10
Lazard Asset Management
New York
$554M -$114M -930,161 -18%
IC
11
Institutional Capital
Illinois
$457M -$20.7M -168,821 -5%
Northern Trust
12
Northern Trust
Illinois
$410M -$15M -121,717 -4%
JP Morgan Chase
13
JP Morgan Chase
New York
$346M +$133M +1,081,862 +67%
Bank of America
14
Bank of America
North Carolina
$343M -$2.8M -22,790 -0.8%
TCIM
15
TIAA CREF Investment Management
New York
$323M -$20.6M -167,988 -6%
BA
16
BlackRock Advisors
Delaware
$303M +$7.89M +64,246 +3%
BG
17
BlackRock Group
United Kingdom
$297M +$23.8M +193,750 +9%
BFA
18
BlackRock Fund Advisors
California
$290M -$5.07M -41,232 -2%
Wells Fargo
19
Wells Fargo
California
$271M +$8.02M +65,260 +3%
Deutsche Bank
20
Deutsche Bank
Germany
$254M +$6.23M +50,692 +3%
AL
21
AJO LP
Pennsylvania
$249M -$15.3M -124,850 -6%
Norges Bank
22
Norges Bank
Norway
$241M -$4.27M -34,762 -2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$204M +$8.27M +67,341 +4%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$187M +$20.3M +164,995 +13%
Fidelity International
25
Fidelity International
Bermuda
$184M +$13.8M +112,301 +8%

MCK Hedge Fund Activity: Q3 2013 in Review

703 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2013, worth a combined $25.1B — up 12% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MCK positions and 29 closed out — a net gain of 33 holders — while 254 added to existing stakes and 291 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $229M.

  • 703 institutional investors held McKesson (MCK) as of Q3 2013, up from 678 in Q2 2013.
  • Funds reported $25.1B of McKesson stock for Q3 2013, up 12% quarter-over-quarter.
  • 62 funds opened new McKesson positions in Q3 2013 and 29 closed out, a net change of +33 holders.
  • The largest McKesson buyer in Q3 2013 was JP Morgan Chase, an estimated $133M added.
  • The largest McKesson seller in Q3 2013 was Fidelity Investments, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2013.