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McKesson
MCK

Overview Fund Activity

1,553 hedge funds and large institutions have $59.1B invested in McKesson in 2024 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 556 increasing their positions, 578 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
+80
Holders Change %
+5.43%
% of All Funds
22.51%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.59%
New
169
Increased
556
Reduced
578
Closed
69
Calls
$472M
Puts
$548M
Net Calls
-$76.5M
Net Calls Change
-$77.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.22B
2
LPC
Lone Pine Capital
Connecticut
+$301M
3
Bessemer Group
Bessemer Group
New Jersey
+$183M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$178M
5
BGCP
Bristol Gate Capital Partners
Ontario, Canada
+$97.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.4B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$882M
3
Swedbank
Swedbank
Sweden
-$577M
4
Invesco
Invesco
Georgia
-$286M
5
Amundi
Amundi
France
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
501
Northwest Investment Counselors
Oregon
$3.34M -$156K -290 -4%
BTI
502
Blue Trust Inc
Georgia
$3.34M -$39.2K -73 -1%
BFG
503
Beacon Financial Group
Texas
$3.32M -$113K -210 -3%
AHB
504
Abner Herrman & Brock
New Jersey
$3.31M -$146K -272 -4%
AWM
505
Apollon Wealth Management
South Carolina
$3.3M -$356K -664 -10%
CWM
506
Connecticut Wealth Management
Connecticut
$3.29M +$16.6K +31 +0.5%
HNB
507
Huntington National Bank
Ohio
$3.26M -$3.76K -7 -0.1%
Verition Fund Management
508
Verition Fund Management
Connecticut
$3.25M -$5.66M -10,548 -64%
VCA
509
Verdence Capital Advisors
Maryland
$3.25M +$2.4M +4,471 +283%
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$3.23M +$16.6K +31 +0.5%
CIC
511
Chase Investment Counsel
Virginia
$3.2M -$3.22K -6 -0.1%
GFS
512
GYL Financial Synergies
Connecticut
$3.19M +$18.8K +35 +0.6%
CW
513
Channel Wealth
California
$3.19M +$1.6M +2,975 +100%
BFIM
514
Beese Fulmer Investment Management
Ohio
$3.18M -$110K -205 -3%
AssetMark Inc
515
AssetMark Inc
California
$3.14M -$2.1M -3,920 -40%
CCP
516
Clarkston Capital Partners
Michigan
$3.14M -$53.7K -100 -2%
QT
517
Quantbot Technologies
New York
$3.13M -$3.39M -6,306 -52%
WIS
518
Wright Investors Service
Connecticut
$3.13M -$38.7K -72 -1%
ACA
519
Atlas Capital Advisors
Wyoming
$3.09M -$70.3K -131 -2%
MGP
520
Metis Global Partners
California
$3.08M -$15K -28 -0.5%
AWM
521
AE Wealth Management
Kansas
$3.08M -$7.17M -13,356 -70%
MOS
522
MGO One Seven
Ohio
$3.04M -$891K -1,659 -23%
RAM
523
Roanoke Asset Management
New Jersey
$3.03M – – –
HAI
524
Hennessy Advisors Inc
California
$3.01M +$3.01M +5,600 New
Carson Wealth (CWM LLC)
525
Carson Wealth (CWM LLC)
Nebraska
$3M +$347K +646 +13%
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