McKesson
1,564 hedge funds and large institutions have $59.2B invested in McKesson in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 558 increasing their positions, 585 reducing their positions, and 69 closing their positions.
148% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 69
11% more capital invested
Capital invested by funds: $53.5B → $59.2B (+$5.69B)
5% more funds holding
Funds holding: 1,483 → 1,564 (+81)
5% more funds holding in top 10
Funds holding in top 10: 39 → 41 (+2)
5% less repeat investments, than reductions
Existing positions increased: 558 | Existing positions reduced: 585
2.89% less ownership
Funds ownership: 86.95% → 84.06% (-2.9%)
14% less call options, than puts
Call options by funds: $472M | Put options by funds: $548M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$1.16B |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$285M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$173M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$167M |
| 5 |
BGCP
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
+$92.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.32B |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$834M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$577M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$270M |
| 5 |
Amundi
Paris,
France
|
-$128M |
MCK Hedge Fund Activity: Q1 2024 in Review
1,564 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2024, worth a combined $59.2B — up 11% from $53.5B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new MCK positions and 69 closed out — a net gain of 102 holders — while 558 added to existing stakes and 585 trimmed.
The largest buyer was Franklin Resources, adding an estimated $1.16B. The largest seller was Morgan Stanley, cutting an estimated $1.32B.
- 1,564 institutional investors held McKesson (MCK) as of Q1 2024, up from 1,483 in Q4 2023.
- Funds reported $59.2B of McKesson stock for Q1 2024, up 11% quarter-over-quarter.
- 171 funds opened new McKesson positions in Q1 2024 and 69 closed out, a net change of +102 holders.
- The largest McKesson buyer in Q1 2024 was Franklin Resources, an estimated $1.16B added.
- The largest McKesson seller in Q1 2024 was Morgan Stanley, an estimated $1.32B sold.
Based on aggregated 13F filings for Q1 2024.