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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
HF
376
HRT Financial
New York
$6.06M -$35M -62,885 -84%
TW
377
Trajan Wealth
Arizona
$6.06M +$1.11M +1,999 +20%
BBNA
378
Bremer Bank National Association
Minnesota
$5.91M -$17.3K -31 -0.3%
GT
379
Glenmede Trust
Pennsylvania
$5.9M -$944K -1,696 -12%
SCM
380
Sterling Capital Management
North Carolina
$5.86M +$6.6M +11,855 New
CP
381
Cumberland Partners
Ontario, Canada
$5.85M +$721K +1,295 +12%
BCWM
382
Bartlett & Co Wealth Management
Ohio
$5.84M -$165K -296 -2%
YIH
383
Y-Intercept (HK)
Hong Kong
$5.84M +$5.38M +9,654 +449%
AA
384
Ancora Advisors
Ohio
$5.8M -$242K -434 -4%
WTFG
385
Wells Trecaso Financial Group
Ohio
$5.8M
DWA
386
Dorsey Wright & Associates
California
$5.79M -$3.9K -7 -0.1%
TAIM
387
Te Ahumairangi Investment Management
New Zealand
$5.77M +$1.05M +1,890 +19%
BP
388
Ballentine Partners
Massachusetts
$5.7M -$36.2K -65 -0.6%
RJT
389
Raymond James Trust
Florida
$5.69M -$368K -660 -5%
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$5.69M +$601K +1,080 +10%
AAM
391
Advisors Asset Management
Colorado
$5.67M +$178K +319 +3%
PAG
392
Private Advisor Group
New Jersey
$5.66M -$12.8K -23 -0.2%
CAM
393
Cresset Asset Management
Illinois
$5.63M -$533K -957 -8%
RBA
394
Richard Bernstein Advisors
New York
$5.62M -$650K -1,167 -9%
LS
395
Livforsakringsbolaget Skandia
Sweden
$5.62M +$1.61M +2,900 +34%
GIM
396
Goelzer Investment Management
Indiana
$5.62M -$160K -287 -2%
TIM
397
Thompson Investment Management
Wisconsin
$5.49M +$25.6K +46 +0.4%
OPERF
398
Oregon Public Employees Retirement Fund
Oregon
$5.49M -$57.9K -104 -0.9%
MIM
399
MTM Investment Management
South Carolina
$5.37M -$520K -934 -8%
KCG
400
Kinsale Capital Group
Virginia
$5.3M +$783K +1,407 +15%

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.