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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
GT
526
Greenleaf Trust
Michigan
$804K +$36.2K +181 +5%
JHCP
527
Jackson Hole Capital Partners
Oklahoma
$803K +$2K +10 +0.2%
DC
528
Davenport & Co
Virginia
$799K +$173K +866 +28%
PA
529
Pinnacle Associates
New York
$796K -$15K -75 -2%
KRSITF
530
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$785K -$36.2K -181 -4%
AIC
531
Ameritas Investment Company
Nebraska
$783K +$480K +2,403 +157%
LMAM
532
Legg Mason Asset Management
Japan
$781K -$64.8K -324 -8%
NHC
533
Nicholas Hoffman & Company
Georgia
$779K -$16.2K -81 -2%
Brown Advisory
534
Brown Advisory
Maryland
$770K -$18.2K -91 -2%
LSA
535
Leonteq Securities AG
Switzerland
$769K -$299K -1,498 -28%
VWM
536
Venturi Wealth Management
Texas
$758K +$129K +647 +21%
BBVA
537
Banco Bilbao Vizcaya Argentaria
Spain
$756K -$3.2K -16 -0.4%
B
538
Bridgeworth
Alabama
$749K
GIA
539
Gateway Investment Advisers
Ohio
$744K +$400 +2 +0.1%
CIA
540
Capital Investment Advisors
Georgia
$742K -$260K -1,303 -26%
CG
541
Colony Group
Massachusetts
$741K -$16.6K -83 -2%
RFC
542
Regions Financial Corp
Alabama
$737K -$83.6K -418 -10%
CRIG
543
Charter Research & Investment Group
Connecticut
$735K
SWM
544
Spire Wealth Management
Virginia
$733K -$12.1M -60,638 -94%
VI
545
Vestcor Inc
New Brunswick, Canada
$729K -$67.2K -336 -8%
ATC
546
Argent Trust Co
Tennessee
$729K +$15.6K +78 +2%
RCAG
547
Rehmann Capital Advisory Group
Michigan
$726K -$850K -4,252 -55%
MBT
548
Montecito Bank & Trust
California
$721K -$117K -587 -14%
SW
549
SVB Wealth
Massachusetts
$715K +$106K +532 +17%
WB
550
WesBanco Bank
West Virginia
$701K

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.