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McKesson

1,545 hedge funds and large institutions have $54.2B invested in McKesson in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 516 increasing their positions, 658 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $980M | Put options by funds: $613M

1% less ownership

Funds ownership: 86.12%85.12% (-1%)

5% less funds holding

Funds holding: 1,6311,545 (-86)

17% less capital invested

Capital invested by funds: $65.2B → $54.2B (-$11B)

22% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 658

27% less funds holding in top 10

Funds holding in top 10: 4533 (-12)

37% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 173

Holders
1,545
Holders Change
-86
Holders Change %
-5.27%
% of All Funds
22.18%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.47%
New
109
Increased
516
Reduced
658
Closed
173
Calls
$980M
Puts
$613M
Net Calls
+$367M
Net Calls Change
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
351
Zacks Investment Management
Illinois
$7.17M -$13.7M -24,616 -63%
HFS
352
Haverford Financial Services
Pennsylvania
$7.11M -$557 -1 -0%
PIP
353
Peachtree Investment Partners
Florida
$7.1M -$190K -341 -2%
William Blair & Company
354
William Blair & Company
Illinois
$7.08M -$153K -275 -2%
LFAS
355
Level Four Advisory Services
Texas
$6.99M +$2.35M +4,215 +43%
CLGM
356
Capitolis Liquid Global Markets
New York
$6.92M -$11.7M -21,000 -60%
GFG
357
Greystone Financial Group
Michigan
$6.83M +$254K +457 +3%
FCH
358
Freestone Capital Holdings
Washington
$6.79M +$66.8K +120 +0.9%
PMG
359
ProVise Management Group
Florida
$6.79M +$12.8K +23 +0.2%
SC
360
Savant Capital
Illinois
$6.78M -$837K -1,503 -10%
MCWS
361
McKinley Carter Wealth Services
West Virginia
$6.77M +$138K +248 +2%
BPA
362
Beacon Pointe Advisors
California
$6.73M +$15K +27 +0.2%
CAM
363
ClariVest Asset Management
California
$6.73M
IMRF
364
Illinois Municipal Retirement Fund
Illinois
$6.72M
DZ Bank
365
DZ Bank
Germany
$6.71M +$748K +1,343 +11%
Kayne Anderson Rudnick Investment Management
366
Kayne Anderson Rudnick Investment Management
California
$6.61M -$104K -186 -1%
NA
367
NewEdge Advisors
Louisiana
$6.59M -$1.17M -2,101 -14%
Rafferty Asset Management
368
Rafferty Asset Management
New York
$6.5M -$552K -991 -7%
ISL
369
Ingalls & Snyder LLC
New York
$6.32M +$2M +3,600 +39%
RWM
370
Ritholtz Wealth Management
New York
$6.3M -$826K -1,484 -10%
SLAM
371
Swiss Life Asset Management
$6.23M -$5.97M -10,713 -46%
QT
372
Quantbot Technologies
New York
$6.21M -$4.56M -8,184 -39%
ACM
373
Argyle Capital Management
Pennsylvania
$6.16M -$167K -300 -2%
MC
374
Martin & Co
Tennessee
$6.09M -$2.07M -3,716 -23%
EMPI
375
Elo Mutual Pension Insurance
Finland
$6.09M +$277K +498 +4%

MCK Hedge Fund Activity: Q3 2024 in Review

1,545 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2024, worth a combined $54.2B — down 17% from $65.2B a quarter earlier.

Sellers outnumbered buyers: 173 funds closed out of MCK and 109 opened new positions — a net loss of 64 holders — while 658 trimmed existing stakes and 516 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $1.23B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $328M sold.

  • 1,545 institutional investors held McKesson (MCK) as of Q3 2024, down from 1,631 in Q2 2024.
  • Funds reported $54.2B of McKesson stock for Q3 2024, down 17% quarter-over-quarter.
  • 109 funds opened new McKesson positions in Q3 2024 and 173 closed out, a net change of -64 holders.
  • The largest McKesson buyer in Q3 2024 was T. Rowe Price Investment Management, an estimated $1.23B added.
  • The largest McKesson seller in Q3 2024 was Lone Pine Capital, an estimated $328M sold.

Based on aggregated 13F filings for Q3 2024.