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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
Kovitz Investment Group Partners
476
Kovitz Investment Group Partners
Illinois
$3.71M +$479K +861 +10%
MWM
477
Moran Wealth Management
Florida
$3.71M +$6.68K +12 +0.2%
MSRPS
478
Maryland State Retirement & Pension System
Maryland
$3.7M -$1.54M -2,762 -27%
BCM
479
Brookstone Capital Management
Illinois
$3.63M +$539K +968 +15%
LAM
480
Lakewood Asset Management
Illinois
$3.62M -$570K -1,023 -12%
LSERS
481
Louisiana State Employees Retirement System
Louisiana
$3.61M -$55.7K -100 -1%
CG
482
Caprock Group
Idaho
$3.59M -$187K -336 -4%
RIM
483
Rakuten Investment Management
Japan
$3.59M +$1,000K +1,795 +32%
SFS
484
Strategic Financial Services
New York
$3.59M -$22.3K -40 -0.5%
SAM
485
Securian Asset Management
Minnesota
$3.56M -$129K -231 -3%
IIM
486
Intact Investment Management
Quebec, Canada
$3.56M +$4.01M +7,200 New
MFIM
487
Mesirow Financial Investment Management
Illinois
$3.53M +$29K +52 +0.7%
OAM
488
Ostrum Asset Management
France
$3.52M -$176K -316 -4%
FB
489
Fulton Bank
Pennsylvania
$3.47M -$316K -568 -7%
CL
490
Choreo LLC
Illinois
$3.45M +$160K +287 +4%
CHAM
491
Clear Harbor Asset Management
Connecticut
$3.44M -$55.7K -100 -1%
WAM
492
Weatherly Asset Management
California
$3.42M
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$3.42M -$308K -553 -7%
AssetMark Inc
494
AssetMark Inc
California
$3.4M +$373K +670 +11%
WBWA
495
William B. Walkup & Associates
South Carolina
$3.39M
HWM
496
HB Wealth Management
Georgia
$3.38M -$527K -947 -12%
CTC
497
Cetera Trust Company
Minnesota
$3.35M -$164K -295 -4%
CW
498
CreativeOne Wealth
Kansas
$3.27M +$203K +364 +6%
GIS
499
Graphene Investments SAS
France
$3.26M +$278K +500 +8%
LP
500
LMR Partners
United Kingdom
$3.26M -$1.66M -2,978 -31%

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.