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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
PFO
476
Pathstone Family Office
New Jersey
$1.04M +$90K +450 +9%
V
477
Veritable
Delaware
$1.03M +$8K +40 +0.8%
NSEDCP
478
NJ State Employees Deferred Compensation Plan
New Jersey
$997K
YIA
479
YHB Investment Advisors
Connecticut
$994K +$5K +25 +0.5%
S
480
SimplyRich
California
$993K
MA
481
Montag & Associates
Georgia
$992K
HW
482
Hancock Whitney
Mississippi
$991K -$231K -1,154 -19%
TAM
483
Tocqueville Asset Management
New York
$988K -$10.4K -52 -1%
Capstone Investment Advisors
484
Capstone Investment Advisors
New York
$985K -$1.64M -8,198 -62%
Rafferty Asset Management
485
Rafferty Asset Management
New York
$983K +$331K +1,658 +51%
NCM
486
Neumann Capital Management
California
$977K
NL
487
Navalign LLC
California
$975K +$21.8K +109 +2%
CI
488
Cigna Investments
Connecticut
$966K -$29.4K -147 -3%
LNWWM
489
Laird Norton Wetherby Wealth Management
California
$963K +$5.4K +27 +0.6%
CFFP
490
Center for Financial Planning
Michigan
$952K +$44.4K +222 +5%
UCFA
491
United Capital Financial Advisors
Texas
$951K -$13K -65 -1%
BOH
492
Bank of Hawaii
Hawaii
$941K +$13.6K +68 +1%
FTDI
493
First Trust Direct Indexing
Massachusetts
$941K +$31.2K +156 +3%
HI
494
Harbour Investments
Wisconsin
$930K -$738K -3,692 -44%
HI
495
Humankind Investments
New York
$930K +$222K +1,111 +31%
BCM
496
Brookstone Capital Management
Illinois
$924K -$1K -5 -0.1%
RC
497
RegentAtlantic Capital
New Jersey
$924K +$242K +1,212 +35%
TCM
498
Twin Capital Management
Pennsylvania
$921K -$34K -170 -4%
Bessemer Group
499
Bessemer Group
New Jersey
$918K +$16.2K +81 +2%
RIM
500
Redpoint Investment Management
Australia
$917K -$59.6K -298 -6%

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.