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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
SC
551
Savant Capital
Illinois
$692K -$3K -15 -0.4%
ANTB
552
AMG National Trust Bank
Colorado
$678K
MBTD
553
Mechanics Bank - Trust Department
California
$678K
MWM
554
Meridian Wealth Management
Kentucky
$678K +$49K +245 +8%
IAS
555
Investment Advisory Services
Texas
$677K -$11.2K -56 -2%
SMH
556
Sanders Morris Harris
Texas
$674K
FT
557
Fiduciary Trust
Massachusetts
$669K
MS
558
Maven Securities
Jersey
$669K +$422K +2,109 +169%
PAM
559
Palisade Asset Management
Minnesota
$658K
CB
560
Community Bank
New York
$651K -$100K -500 -13%
JCM
561
Jacobi Capital Management
Pennsylvania
$651K +$21K +105 +3%
KeyBank National Association
562
KeyBank National Association
Ohio
$644K -$135K -673 -17%
AIA
563
Affinity Investment Advisors
California
$644K +$32K +160 +5%
IP
564
Intellectus Partners
California
$643K
WCM
565
Washington Capital Management
Washington
$638K
SAM
566
Shell Asset Management
Netherlands
$635K -$1.26M -6,280 -66%
VC
567
Veracity Capital
Georgia
$625K +$52.4K +262 +9%
OWA
568
One Wealth Advisors
California
$624K -$9.6K -48 -2%
CF
569
Copperwynd Financial
Arizona
$623K +$12.6K +63 +2%
FMT
570
First Mercantile Trust
Tennessee
$619K -$27.2K -136 -4%
PA
571
Profund Advisors
Maryland
$608K -$9.2K -46 -1%
MSFS
572
Main Street Financial Solutions
Pennsylvania
$608K +$49.4K +247 +9%
SP
573
Symmetry Partners
Connecticut
$604K -$93.4K -467 -13%
SACTSONJ
574
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$598K
IC
575
IEQ Capital
California
$598K +$219K +1,097 +58%

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.