We are live on ! Find out more
MCK icon

McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.97B -$167M -1,137,767 -7%
BlackRock
2
BlackRock
New York
$1.7B -$161M -1,102,195 -8%
State Street
3
State Street
Massachusetts
$1.04B -$110M -747,625 -9%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$757M +$14M +95,912 +2%
Invesco
5
Invesco
Georgia
$665M -$30.8M -210,272 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$576M +$5.05M +34,501 +0.8%
Boston Partners
7
Boston Partners
Massachusetts
$547M -$22.9M -156,306 -4%
Pzena Investment Management
8
Pzena Investment Management
New York
$466M -$45.9M -313,063 -8%
Citadel Advisors
9
Citadel Advisors
Florida
$418M +$427M +2,916,579 +1,696%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$375M -$19.2M -131,104 -5%
CS
11
Credit Suisse
Switzerland
$357M +$329M +2,244,404 +572%
CI Investments Inc
12
CI Investments Inc
Ontario, Canada
$307M -$28.9M -197,467 -8%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$303M -$23.7M -161,663 -7%
JP Morgan Chase
14
JP Morgan Chase
New York
$299M +$122M +832,260 +60%
Bank of America
15
Bank of America
North Carolina
$294M +$41.2M +281,408 +15%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$291M -$254M -1,737,195 -45%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$283M -$13.6M -93,012 -4%
Northern Trust
18
Northern Trust
Illinois
$278M -$33.5M -228,458 -10%
Norges Bank
19
Norges Bank
Norway
$242M -$27.1M -184,912 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
20
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$227M +$7.23M +49,390 +3%
BG
21
Baupost Group
Massachusetts
$226M +$10.5M +71,665 +4%
GCM
22
Glenview Capital Management
New York
$222M -$303M -2,070,455 -56%
LSV Asset Management
23
LSV Asset Management
Illinois
$218M +$4.14M +28,250 +2%
American Century Companies
24
American Century Companies
Missouri
$213M +$5.18M +35,338 +2%
Ameriprise
25
Ameriprise
Minnesota
$212M -$64.2M -438,594 -22%

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.