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McKesson

943 hedge funds and large institutions have $35.9B invested in McKesson in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 398 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

22% more capital invested

Capital invested by funds: $29.5B → $35.9B (+$6.39B)

18% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 82

1% more funds holding

Funds holding: 936943 (+7)

9% less call options, than puts

Call options by funds: $274M | Put options by funds: $301M

1.65% less ownership

Funds ownership: 87.41%85.76% (-1.6%)

19% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 398

Holders
943
Holders Change
+7
Holders Change %
+0.75%
% of All Funds
25.15%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.64%
New
97
Increased
321
Reduced
398
Closed
82
Calls
$274M
Puts
$301M
Net Calls
-$27.2M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.83B +$678M +3,867,243 +34%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.56B +$9.34M +53,238 +0.4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.15B -$138M -788,741 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.82B -$110M -626,937 -6%
State Street
5
State Street
Massachusetts
$1.73B +$29.7M +169,117 +2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.68B +$228M +1,297,412 +17%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.24B +$2.64M +15,050 +0.2%
BIT
8
BlackRock Institutional Trust
California
$1.19B -$48.7M -277,700 -4%
Boston Partners
9
Boston Partners
Massachusetts
$870M +$426M +2,425,685 +109%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$632M +$51.1M +291,025 +9%
Northern Trust
11
Northern Trust
Illinois
$503M -$5.47M -31,158 -1%
BFA
12
BlackRock Fund Advisors
California
$498M -$74.9M -426,913 -14%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$495M -$22.4M -127,817 -5%
BG
14
BlackRock Group
United Kingdom
$470M -$47.7M -272,123 -10%
Wells Fargo
15
Wells Fargo
California
$403M -$260K -1,481 -0.1%
IC
16
Institutional Capital
Illinois
$378M -$31.9M -181,821 -8%
AllianceBernstein
17
AllianceBernstein
Tennessee
$371M +$89.4M +509,595 +34%
Norges Bank
18
Norges Bank
Norway
$362M -$818K -4,666 -0.2%
Deutsche Bank
19
Deutsche Bank
Germany
$349M -$68M -387,396 -17%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$345M -$8.48M -48,332 -3%
Bank of America
21
Bank of America
North Carolina
$331M -$14M -79,985 -4%
UBS Group
22
UBS Group
Switzerland
$322M +$56.3M +321,055 +23%
Morgan Stanley
23
Morgan Stanley
New York
$309M -$14.1M -80,616 -5%
BA
24
BlackRock Advisors
Delaware
$303M -$84.6M -482,037 -23%
EIP
25
Epoch Investment Partners
New York
$294M -$55.5M -316,151 -17%

MCK Hedge Fund Activity: Q2 2016 in Review

943 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2016, worth a combined $35.9B — up 22% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MCK positions and 82 closed out — a net gain of 15 holders — while 321 added to existing stakes and 398 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $678M. The largest seller was Royal London Asset Management, cutting an estimated $1.56B.

  • 943 institutional investors held McKesson (MCK) as of Q2 2016, up from 936 in Q1 2016.
  • Funds reported $35.9B of McKesson stock for Q2 2016, up 22% quarter-over-quarter.
  • 97 funds opened new McKesson positions in Q2 2016 and 82 closed out, a net change of +15 holders.
  • The largest McKesson buyer in Q2 2016 was Wellington Management Group, an estimated $678M added.
  • The largest McKesson seller in Q2 2016 was Royal London Asset Management, an estimated $1.56B sold.

Based on aggregated 13F filings for Q2 2016.