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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 %
AEPWM
526
Atlantic Edge Private Wealth Management
Florida
$2.98M +$96.6K +180 +3%
AG
527
Ascent Group
Virginia
$2.98M +$1.36M +2,539 +84%
SIA
528
Schechter Investment Advisors
Michigan
$2.97M +$534K +994 +22%
CA
529
CGN Advisors
Kansas
$2.97M -$33.3K -62 -1%
RC
530
Roundview Capital
New Jersey
$2.95M +$301K +560 +11%
PAS
531
Park Avenue Securities
New York
$2.93M +$624K +1,162 +27%
MIC
532
Meridian Investment Counsel
California
$2.91M -$79.5K -148 -3%
TNBTD
533
Trustmark National Bank Trust Department
Mississippi
$2.9M -$613K -1,141 -17%
EOJOAM
534
E. Ohman J:or Asset Management
Sweden
$2.9M – – –
AFS
535
Aft Forsyth & Sober
Florida
$2.9M – – –
DADC
536
D.A. Davidson & Co
Montana
$2.89M +$242K +451 +9%
CWM
537
Calamos Wealth Management
Illinois
$2.88M -$17.7K -33 -0.6%
KAS
538
Kestra Advisory Services
Texas
$2.88M +$806K +1,502 +39%
BAMF
539
BI Asset Management Fondsmaeglerselskab
Denmark
$2.87M -$4.58M -8,526 -61%
GTAM
540
Global Trust Asset Management
Florida
$2.86M -$36K -67 -1%
ATC
541
Argent Trust Co
Tennessee
$2.85M +$695K +1,294 +32%
MLICM
542
Metropolitan Life Insurance Company (MetLife)
New York
$2.85M -$62.8K -117 -2%
SA
543
Shilanski & Associates
Alaska
$2.83M -$128K -239 -4%
HC
544
Hourglass Capital
Texas
$2.83M +$17.2K +32 +0.6%
MPA
545
Marvin & Palmer Associates
Delaware
$2.82M -$5.37K -10 -0.2%
XT
546
XTX Topco
Cayman Islands
$2.79M +$1.78M +3,312 +176%
GWA
547
Gratus Wealth Advisors
Virginia
$2.79M -$43.1K -83 -2%
EF
548
Empirical Finance
Pennsylvania
$2.77M +$85.4K +159 +3%
FTDI
549
First Trust Direct Indexing
Massachusetts
$2.74M -$119K -222 -4%
CAM
550
Claret Asset Management
Quebec, Canada
$2.71M -$20.9K -39 -0.8%
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