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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.

New
Increased
Maintained
Reduced
Closed

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: 3040 (+10)

28% more capital invested

Capital invested by funds: $25.1B → $32B (+$6.94B)

13% more funds holding

Funds holding: 703791 (+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

Holders
791
Holders Change
+88
Holders Change %
+12.52%
% of All Funds
22.96%
Holding in Top 10
40
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+33.33%
% of All Funds
1.16%
New
135
Increased
230
Reduced
351
Closed
43
Calls
$285M
Puts
$466M
Net Calls
-$181M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.24B +$303M +1,972,839 +11%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.02B -$346M -2,253,712 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.78B +$37.3M +242,559 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.76B +$494M +3,217,229 +42%
State Street
5
State Street
Massachusetts
$1.58B +$28.1M +182,709 +2%
BIT
6
BlackRock Institutional Trust
California
$991M -$69.2M -450,675 -7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$709M -$70M -455,788 -9%
JP Morgan Chase
8
JP Morgan Chase
New York
$616M +$172M +1,119,698 +41%
Boston Partners
9
Boston Partners
Massachusetts
$605M -$133M -865,253 -19%
Lazard Asset Management
10
Lazard Asset Management
New York
$600M -$92.2M -600,161 -14%
Northern Trust
11
Northern Trust
Illinois
$515M -$90.5K -589 -0%
GCM
12
Glenview Capital Management
New York
$492M -$240M -1,562,011 -34%
Wells Fargo
13
Wells Fargo
California
$426M +$80.6M +524,915 +25%
TCIM
14
TIAA CREF Investment Management
New York
$419M +$11.3M +73,709 +3%
IIS
15
Ignis Investment Services
United Kingdom
$403M +$38.3M +249,408 New
BFA
16
BlackRock Fund Advisors
California
$377M +$11.7M +76,178 +3%
BG
17
BlackRock Group
United Kingdom
$339M -$32.4M -210,756 -9%
SC
18
Sculptor Capital
New York
$339M +$322M +2,098,547 New
BA
19
BlackRock Advisors
Delaware
$308M -$69M -449,181 -19%
Bank of America
20
Bank of America
North Carolina
$292M -$134M -869,190 -32%
Norges Bank
21
Norges Bank
Norway
$267M -$34.1M -222,293 -12%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$265M +$8.3M +54,055 +3%
Goldman Sachs
23
Goldman Sachs
New York
$258M +$143M +928,303 +138%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$258M +$49.1M +319,567 +25%
AL
25
AJO LP
Pennsylvania
$247M -$63.5M -413,250 -21%

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.