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McKesson

967 hedge funds and large institutions have $26.3B invested in McKesson in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 320 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $337M | Put options by funds: $197M

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

12% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 68

2% more capital invested

Capital invested by funds: $25.8B → $26.3B (+$461M)

0% less funds holding

Funds holding: 970967 (-3)

2.15% less ownership

Funds ownership: 87.58%85.43% (-2.2%)

16% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 382

Holders
967
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
16.93%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
76
Increased
320
Reduced
382
Closed
68
Calls
$337M
Puts
$197M
Net Calls
+$140M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Sompo Asset Management
Japan
$1.69M -$840K -4,200 -33%
RHP
402
Royal Harbor Partners
Texas
$1.69M -$1K -5 -0.1%
FQ
403
First Quadrant
California
$1.69M
Cetera Investment Advisers
404
Cetera Investment Advisers
Illinois
$1.69M +$138K +692 +9%
WorldQuant Millennium Advisors
405
WorldQuant Millennium Advisors
New York
$1.65M -$30.6M -153,032 -95%
H
406
Hexavest
Quebec, Canada
$1.64M -$324K -1,622 -16%
IA
407
IFG Advisory
Georgia
$1.64M +$40.8K +204 +3%
FL
408
Fort LP
Maryland
$1.63M -$224K -1,123 -12%
BFG
409
Beacon Financial Group
Texas
$1.63M -$40.6K -203 -2%
HR
410
Howe & Rusling
New York
$1.63M +$1.63M +8,167 New
EWA
411
EP Wealth Advisors
California
$1.61M -$624K -3,121 -28%
WAM
412
Weatherly Asset Management
California
$1.6M -$15K -75 -0.9%
HP
413
HealthInvest Partners
Sweden
$1.59M -$8.8M -44,000 -85%
NIC
414
Northwest Investment Counselors
Oregon
$1.59M +$224K +1,122 +16%
BPM
415
Bowling Portfolio Management
Ohio
$1.58M -$4K -20 -0.3%
KWA
416
KCS Wealth Advisory
California
$1.56M +$62.4K +312 +4%
LS
417
Livforsakringsbolaget Skandia
Sweden
$1.56M -$180K -900 -10%
EOJOAM
418
E. Ohman J:or Asset Management
Sweden
$1.56M
WI
419
Wintrust Investments
Illinois
$1.55M -$1.08M -5,403 -34%
ATI
420
Act Two Investors
California
$1.54M -$38K -190 -2%
BAM
421
Belpointe Asset Management
Nevada
$1.52M +$200K +1,002 +15%
PCA
422
Peddock Capital Advisors
Massachusetts
$1.51M +$2K +10 +0.1%
SDIC
423
South Dakota Investment Council
South Dakota
$1.51M
PCA
424
Pallas Capital Advisors
Massachusetts
$1.5M +$1.34M +6,693 New
SI
425
Stephens Inc
Arkansas
$1.5M -$119K -593 -7%

MCK Hedge Fund Activity: Q3 2021 in Review

967 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2021, worth a combined $26.3B — up 1.8% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new MCK positions and 68 closed out — a net gain of 8 holders — while 320 added to existing stakes and 382 trimmed.

The largest buyer was Putnam Investments, adding an estimated $385M. The largest seller was JP Morgan Chase, cutting an estimated $240M.

  • 967 institutional investors held McKesson (MCK) as of Q3 2021, down from 970 in Q2 2021.
  • Funds reported $26.3B of McKesson stock for Q3 2021, up 1.8% quarter-over-quarter.
  • 76 funds opened new McKesson positions in Q3 2021 and 68 closed out, a net change of +8 holders.
  • The largest McKesson buyer in Q3 2021 was Putnam Investments, an estimated $385M added.
  • The largest McKesson seller in Q3 2021 was JP Morgan Chase, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2021.