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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
SIA
576
Soltis Investment Advisors
Utah
$2.2M +$150K +269 +6%
MFG
577
Merit Financial Group
Georgia
$2.19M -$390K -701 -14%
PS
578
Principal Securities
Iowa
$2.18M +$389K +698 +19%
PAS
579
Park Avenue Securities
New York
$2.17M -$444K -797 -15%
AAS
580
Avantax Advisory Services
Texas
$2.16M -$406K -730 -14%
CCS
581
Concentric Capital Strategies
Connecticut
$2.16M +$2.43M +4,365 New
ZIMP
582
Zimmermann Investment Management & Planning
Pennsylvania
$2.16M +$81.3K +146 +3%
BO
583
Bank OZK
Arkansas
$2.15M
SFI
584
Siemens Fonds Invest
Germany
$2.15M -$135K -242 -5%
BMSSC
585
B. Metzler seel. Sohn & Co
Germany
$2.15M -$2.96M -5,309 -55%
CWG
586
C WorldWide Group
Denmark
$2.14M
FTDI
587
First Trust Direct Indexing
Massachusetts
$2.12M -$951K -1,707 -28%
XT
588
XTX Topco
Cayman Islands
$2.12M -$1.27M -2,280 -35%
KPWS
589
Kestra Private Wealth Services
Texas
$2.11M +$1.1M +1,967 +86%
HIC
590
Holderness Investments Company
North Carolina
$2.1M +$114K +204 +5%
TFS
591
Thoroughbred Financial Services
Tennessee
$2.09M -$96.3K -173 -4%
Parallax Volatility Advisers
592
Parallax Volatility Advisers
California
$2.09M +$562K +1,009 +31%
ZF
593
Zhang Financial
Michigan
$2.09M
NP
594
Nilsine Partners
Colorado
$2.08M +$3.9K +7 +0.2%
HPC
595
HM Payson & Co
Maine
$2.04M -$84.1K -151 -4%
NMIMC
596
Northwestern Mutual Investment Management Company
Wisconsin
$2.03M -$15K -27 -0.7%
VI
597
Vestcor Inc
New Brunswick, Canada
$2.03M
HAG
598
HighPoint Advisor Group
Illinois
$2.02M -$22.3K -40 -1%
CPW
599
Cove Private Wealth
New York
$2.01M
AWC
600
Abundance Wealth Counselors
Pennsylvania
$2.01M -$29K -52 -1%

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.