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McKesson

974 hedge funds and large institutions have $40.2B invested in McKesson in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.03B)

5% more funds holding

Funds holding: 926974 (+48)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

3% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 348

0.03% less ownership

Funds ownership: 84.8%84.77% (-0.03%)

17% less call options, than puts

Call options by funds: $200M | Put options by funds: $242M

Holders
974
Holders Change
+48
Holders Change %
+5.18%
% of All Funds
25.54%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.87%
New
140
Increased
359
Reduced
348
Closed
79
Calls
$200M
Puts
$242M
Net Calls
-$41.9M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.01B -$345M -1,828,758 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.61B +$52.5M +278,169 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.12B -$263M -1,394,726 -11%
LTI
4
Laffer Tengler Investments
Tennessee
$2.1B
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.04B -$3.06M -16,185 -0.2%
State Street
6
State Street
Massachusetts
$1.84B +$27.2M +144,086 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.47B -$682M -3,611,398 -33%
BIT
8
BlackRock Institutional Trust
California
$1.36B +$27.2M +143,878 +2%
BFA
9
BlackRock Fund Advisors
California
$587M +$12M +63,728 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$573M +$83.7M +443,174 +18%
Northern Trust
11
Northern Trust
Illinois
$560M -$41.6M -220,162 -7%
BG
12
BlackRock Group
United Kingdom
$546M +$26.7M +141,668 +5%
Viking Global Investors
13
Viking Global Investors
Connecticut
$545M +$92.1M +487,767 +21%
Bank of America
14
Bank of America
North Carolina
$541M +$39.6M +209,739 +8%
Wells Fargo
15
Wells Fargo
California
$473M -$10.4M -54,956 -2%
GCM
16
Glenview Capital Management
New York
$432M +$72.2M +382,592 +21%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$431M -$60.3M -319,440 -13%
BA
18
BlackRock Advisors
Delaware
$414M +$48.2M +255,267 +14%
Boston Partners
19
Boston Partners
Massachusetts
$408M +$293M +1,552,945 +301%
IC
20
Institutional Capital
Illinois
$397M +$380M +2,015,334 New
Norges Bank
21
Norges Bank
Norway
$378M +$5.43M +28,762 +2%
Morgan Stanley
22
Morgan Stanley
New York
$371M -$13.2M -70,143 -4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$368M +$5.03M +26,653 +1%
Goldman Sachs
24
Goldman Sachs
New York
$356M +$117M +618,014 +52%
Capital Research Global Investors
25
Capital Research Global Investors
California
$351M +$223M +1,182,000 +197%

MCK Hedge Fund Activity: Q4 2015 in Review

974 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2015, worth a combined $40.2B — up 5.3% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MCK positions and 79 closed out — a net gain of 61 holders — while 359 added to existing stakes and 348 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $380M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 974 institutional investors held McKesson (MCK) as of Q4 2015, up from 926 in Q3 2015.
  • Funds reported $40.2B of McKesson stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 140 funds opened new McKesson positions in Q4 2015 and 79 closed out, a net change of +61 holders.
  • The largest McKesson buyer in Q4 2015 was Institutional Capital, an estimated $380M added.
  • The largest McKesson seller in Q4 2015 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2015.