We are live on ! Find out more
MCK icon

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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.18B +$248M +1,394,637 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.34B +$166M +930,314 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.12B +$34.3M +192,930 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.88B -$358M -2,011,492 -17%
State Street
5
State Street
Massachusetts
$1.74B -$9.41M -52,869 -0.6%
BIT
6
BlackRock Institutional Trust
California
$1.15B +$11.5M +64,692 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$938M -$26M -146,125 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$845M -$17.2M -96,646 -2%
Norges Bank
9
Norges Bank
Norway
$616M +$294M +1,654,147 +100%
Northern Trust
10
Northern Trust
Illinois
$577M +$809K +4,547 +0.1%
GCM
11
Glenview Capital Management
New York
$528M +$76.3M +429,116 +18%
Lazard Asset Management
12
Lazard Asset Management
New York
$482M -$201M -1,128,858 -30%
Wells Fargo
13
Wells Fargo
California
$474M -$14.6M -82,018 -3%
TCIM
14
TIAA CREF Investment Management
New York
$467M +$44.8M +251,930 +11%
Winslow Capital Management
15
Winslow Capital Management
Minnesota
$445M +$103M +579,072 +32%
BG
16
BlackRock Group
United Kingdom
$436M +$18.8M +105,621 +5%
Boston Partners
17
Boston Partners
Massachusetts
$433M -$229M -1,289,643 -36%
BFA
18
BlackRock Fund Advisors
California
$423M +$2.5M +14,074 +0.6%
MC
19
Montag & Caldwell
Georgia
$423M -$16.3M -91,899 -4%
BA
20
BlackRock Advisors
Delaware
$418M -$4.54M -25,541 -1%
SC
21
Sculptor Capital
New York
$356M -$238M -1,335,118 -41%
Bank of America
22
Bank of America
North Carolina
$321M +$33.9M +190,299 +12%
MC
23
Maverick Capital
Texas
$320M +$306M +1,719,923 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$304M -$5.47M -30,727 -2%
AL
25
AJO LP
Pennsylvania
$271M -$479K -2,690 -0.2%

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.