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McKesson

838 hedge funds and large institutions have $21.7B invested in McKesson in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 274 increasing their positions, 324 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 82

0% less capital invested

Capital invested by funds: $21.8B → $21.7B (-$53.6M)

0% less funds holding

Funds holding: 841838 (-3)

0.91% less ownership

Funds ownership: 87.16%86.26% (-0.91%)

7% less call options, than puts

Call options by funds: $200M | Put options by funds: $216M

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

15% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 324

Holders
838
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
18.38%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.37%
New
87
Increased
274
Reduced
324
Closed
82
Calls
$200M
Puts
$216M
Net Calls
-$16.1M
Net Calls Change
-$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.2B +$4.23M +29,833 +0.2%
BlackRock
2
BlackRock
New York
$1.86B -$207M -1,457,274 -10%
State Street
3
State Street
Massachusetts
$1.17B -$36.9M -260,455 -3%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$830M +$68.4M +482,098 +9%
Invesco
5
Invesco
Georgia
$735M -$17.1M -120,845 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$627M -$115M -810,329 -15%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$607M -$89.2M -628,610 -12%
Boston Partners
8
Boston Partners
Massachusetts
$602M -$13.3M -93,963 -2%
GCM
9
Glenview Capital Management
New York
$547M -$71.1M -501,001 -11%
Pzena Investment Management
10
Pzena Investment Management
New York
$498M -$30.4M -214,451 -6%
VVP
11
Vulcan Value Partners
Alabama
$427M -$124M -876,437 -22%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$388M +$6.48M +45,697 +2%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$351M -$57.3M -404,316 -14%
Northern Trust
14
Northern Trust
Illinois
$337M +$2.74M +19,292 +0.8%
Nordea Investment Management
15
Nordea Investment Management
Sweden
$332M +$30.4M +214,259 +10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$310M +$3M +21,125 +0.9%
AQR Capital Management
17
AQR Capital Management
Connecticut
$309M +$25.3M +178,259 +8%
Norges Bank
18
Norges Bank
Norway
$270M
Bank of America
19
Bank of America
North Carolina
$269M +$13.2M +92,988 +5%
Ameriprise
20
Ameriprise
Minnesota
$266M -$48.9M -344,529 -15%
Goldman Sachs
21
Goldman Sachs
New York
$251M -$792K -5,582 -0.3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$245M -$2.98M -20,974 -1%
LSV Asset Management
23
LSV Asset Management
Illinois
$220M +$2.81M +19,817 +1%
N
24
Nuveen
North Carolina
$218M -$30.5M -215,003 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$205M -$21.8M -153,600 -9%

MCK Hedge Fund Activity: Q3 2019 in Review

838 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2019, worth a combined $21.7B — down 0.25% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MCK positions and 82 closed out — a net gain of 5 holders — while 274 added to existing stakes and 324 trimmed.

The largest buyer was APG Asset Management, adding an estimated $122M. The largest seller was BlackRock, cutting an estimated $207M.

  • 838 institutional investors held McKesson (MCK) as of Q3 2019, down from 841 in Q2 2019.
  • Funds reported $21.7B of McKesson stock for Q3 2019, down 0.25% quarter-over-quarter.
  • 87 funds opened new McKesson positions in Q3 2019 and 82 closed out, a net change of +5 holders.
  • The largest McKesson buyer in Q3 2019 was APG Asset Management, an estimated $122M added.
  • The largest McKesson seller in Q3 2019 was BlackRock, an estimated $207M sold.

Based on aggregated 13F filings for Q3 2019.