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McKesson

935 hedge funds and large institutions have $29.5B invested in McKesson in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 342 increasing their positions, 361 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $134M | Put options by funds: $117M

2.64% more ownership

Funds ownership: 84.77%87.41% (+2.6%)

5% less repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 361

4% less funds holding

Funds holding: 973935 (-38)

21% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 131

26% less capital invested

Capital invested by funds: $40.2B → $29.5B (-$10.6B)

48% less funds holding in top 10

Funds holding in top 10: 3317 (-16)

Holders
935
Holders Change
-38
Holders Change %
-3.91%
% of All Funds
24.91%
Holding in Top 10
17
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-48.48%
% of All Funds
0.45%
New
103
Increased
342
Reduced
361
Closed
131
Calls
$134M
Puts
$117M
Net Calls
+$16.8M
Net Calls Change
+$58.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.15B +$66.2M +409,580 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.94B -$473M -2,927,662 -19%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.78B +$155M +961,630 +9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.63B -$64.5M -398,929 -4%
State Street
5
State Street
Massachusetts
$1.43B -$38.2M -236,335 -3%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.21B +$960M +5,942,000 +333%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.04B -$131M -811,270 -11%
BIT
8
BlackRock Institutional Trust
California
$1.04B -$42.5M -263,039 -4%
BFA
9
BlackRock Fund Advisors
California
$487M +$19.8M +122,232 +4%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$487M +$147M +908,620 +42%
BG
11
BlackRock Group
United Kingdom
$439M +$3.71M +22,940 +0.8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$437M -$20.1M -124,549 -4%
Northern Trust
13
Northern Trust
Illinois
$430M -$18M -111,575 -4%
Deutsche Bank
14
Deutsche Bank
Germany
$355M +$109M +674,601 +43%
Boston Partners
15
Boston Partners
Massachusetts
$351M +$26.7M +165,145 +8%
IC
16
Institutional Capital
Illinois
$347M +$30.9M +191,103 +9%
Wells Fargo
17
Wells Fargo
California
$339M -$38.8M -240,338 -10%
BA
18
BlackRock Advisors
Delaware
$331M +$1.09M +6,739 +0.3%
Norges Bank
19
Norges Bank
Norway
$306M +$4.73M +29,298 +2%
EIP
20
Epoch Investment Partners
New York
$297M +$62.8M +388,409 +26%
Bank of America
21
Bank of America
North Carolina
$292M -$143M -886,296 -32%
Morgan Stanley
22
Morgan Stanley
New York
$273M -$22.9M -141,744 -8%
Goldman Sachs
23
Goldman Sachs
New York
$266M -$18.7M -115,808 -6%
AllianceBernstein
24
AllianceBernstein
Tennessee
$233M -$30.2M -187,102 -11%
UBS Group
25
UBS Group
Switzerland
$220M +$11.6M +72,086 +5%

MCK Hedge Fund Activity: Q1 2016 in Review

935 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2016, worth a combined $29.5B — down 26% from $40.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MCK and 103 opened new positions — a net loss of 28 holders — while 361 trimmed existing stakes and 342 added.

The largest buyer was Royal London Asset Management, adding an estimated $1.43B. The largest seller was Viking Global Investors, exiting entirely with an estimated $545M sold.

  • 935 institutional investors held McKesson (MCK) as of Q1 2016, down from 973 in Q4 2015.
  • Funds reported $29.5B of McKesson stock for Q1 2016, down 26% quarter-over-quarter.
  • 103 funds opened new McKesson positions in Q1 2016 and 131 closed out, a net change of -28 holders.
  • The largest McKesson buyer in Q1 2016 was Royal London Asset Management, an estimated $1.43B added.
  • The largest McKesson seller in Q1 2016 was Viking Global Investors, an estimated $545M sold.

Based on aggregated 13F filings for Q1 2016.