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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
Charles Schwab
26
Charles Schwab
California
$415M +$2.65M +4,759 +0.6%
AQR Capital Management
27
AQR Capital Management
Connecticut
$413M -$7.11M -12,775 -1%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$398M +$56.1M +100,761 +14%
Amundi
29
Amundi
France
$379M +$141M +252,478 +49%
N
30
Nuveen
North Carolina
$367M +$27.1M +48,652 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
31
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$359M +$19.1M +34,262 +5%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$318M +$34.9M +62,751 +11%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$306M -$41.5M -74,505 -11%
SP
34
SurgoCap Partners
New York
$301M +$70.5M +126,675 +26%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$294M +$27.9M +50,147 +9%
AllianceBernstein
36
AllianceBernstein
Tennessee
$288M -$13.3M -23,839 -4%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$284M +$179M +321,119 +127%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$251M -$188M -338,022 -40%
Bessemer Group
39
Bessemer Group
New Jersey
$241M +$9.98M +17,929 +4%
LSV Asset Management
40
LSV Asset Management
Illinois
$237M -$27.2M -48,777 -9%
CG
41
Carmignac Gestion
France
$234M +$263M +472,953 New
Deutsche Bank
42
Deutsche Bank
Germany
$227M -$26M -46,657 -9%
UBS Group
43
UBS Group
Switzerland
$218M -$16.8M -30,244 -6%
SI
44
Scharf Investments
California
$217M -$23.6M -42,311 -9%
Wells Fargo
45
Wells Fargo
California
$209M -$5.66M -10,161 -2%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$197M -$6.98M -12,538 -3%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$192M -$45M -80,861 -17%
Swiss National Bank
48
Swiss National Bank
Switzerland
$190M -$2.23M -4,000 -1%
Fidelity International
49
Fidelity International
Bermuda
$189M -$20.5M -36,803 -9%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$188M -$8.67M -15,570 -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.