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McKesson

890 hedge funds and large institutions have $27.2B invested in McKesson in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 323 increasing their positions, 356 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

13% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 90

5% more capital invested

Capital invested by funds: $25.9B → $27.2B (+$1.33B)

5.14% more ownership

Funds ownership: 81.52%86.67% (+5.1%)

0% more funds holding

Funds holding: 889890 (+1)

9% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 356

33% less call options, than puts

Call options by funds: $184M | Put options by funds: $274M

Holders
890
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
22.16%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.37%
New
102
Increased
323
Reduced
356
Closed
90
Calls
$184M
Puts
$274M
Net Calls
-$90.4M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.37B +$28.2M +192,254 +0.9%
BlackRock
2
BlackRock
New York
$2.11B +$1.98B +13,531,173 +2,026%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.08B -$50.9M -347,353 -2%
State Street
4
State Street
Massachusetts
$1.46B -$11.1M -75,994 -0.8%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.22B -$825M -5,630,295 -41%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$731M +$26.4M +180,107 +4%
Parnassus Investments
7
Parnassus Investments
California
$621M +$474M +3,236,594 +310%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$518M -$363M -2,481,293 -42%
VVP
9
Vulcan Value Partners
Alabama
$504M -$8.83M -60,314 -2%
PCM
10
PAR Capital Management
Massachusetts
$397M +$99.5M +679,350 +34%
Northern Trust
11
Northern Trust
Illinois
$389M -$14.4M -98,315 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$375M -$11.5M -78,257 -3%
AllianceBernstein
13
AllianceBernstein
Tennessee
$344M +$51.9M +354,590 +18%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$341M +$11.4M +77,704 +3%
Invesco
15
Invesco
Georgia
$331M +$128M +871,522 +64%
Pzena Investment Management
16
Pzena Investment Management
New York
$308M +$277M +1,890,815 +1,015%
Goldman Sachs
17
Goldman Sachs
New York
$289M +$95.5M +652,267 +50%
Bank of America
18
Bank of America
North Carolina
$284M +$39.1M +266,649 +16%
Norges Bank
19
Norges Bank
Norway
$284M
Wells Fargo
20
Wells Fargo
California
$279M -$90.5M -617,963 -25%
Deutsche Bank
21
Deutsche Bank
Germany
$276M +$4.18M +28,518 +2%
Morgan Stanley
22
Morgan Stanley
New York
$268M -$44.7M -304,878 -14%
Ameriprise
23
Ameriprise
Minnesota
$260M +$191M +1,301,803 +289%
EIP
24
Epoch Investment Partners
New York
$257M +$31M +211,451 +14%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$199M -$49.2M -335,693 -20%

MCK Hedge Fund Activity: Q1 2017 in Review

890 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2017, worth a combined $27.2B — up 5.1% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new MCK positions and 90 closed out — a net gain of 12 holders — while 323 added to existing stakes and 356 trimmed.

The largest buyer was BlackRock, adding an estimated $1.98B. The largest seller was Capital Research Global Investors, cutting an estimated $825M.

  • 890 institutional investors held McKesson (MCK) as of Q1 2017, up from 889 in Q4 2016.
  • Funds reported $27.2B of McKesson stock for Q1 2017, up 5.1% quarter-over-quarter.
  • 102 funds opened new McKesson positions in Q1 2017 and 90 closed out, a net change of +12 holders.
  • The largest McKesson buyer in Q1 2017 was BlackRock, an estimated $1.98B added.
  • The largest McKesson seller in Q1 2017 was Capital Research Global Investors, an estimated $825M sold.

Based on aggregated 13F filings for Q1 2017.