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McKesson
MCK

Overview Fund Activity

962 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, 318 increasing their positions, 379 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
16.89%
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
318
Reduced
379
Closed
68
Calls
$337M
Puts
$197M
Net Calls
+$140M
Net Calls Change
-$27.5M

Top Buyers

1
PI
Putnam Investments
Massachusetts
+$384M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$115M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$90.5M
4
WHG
Westwood Holdings Group
Texas
+$72M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$69.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$239M
2
BlackRock
BlackRock
New York
-$123M
3
Renaissance Technologies
Renaissance Technologies
New York
-$109M
4
PPA
Parametric Portfolio Associates
Washington
-$75.1M
5
LCM
Laurion Capital Management
New York
-$74M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
601
Johnson Investment Counsel
Ohio
$491K -$5.2K -26 -1%
LWA
602
Lineweaver Wealth Advisors
Ohio
$487K +$487K +2,442 New
FLPIM
603
F.L. Putnam Investment Management
Massachusetts
$485K +$7.58K +38 +2%
RI
604
Ridgewood Investments
New Jersey
$484K -$26.9K -135 -5%
BG
605
Bellevue Group
Switzerland
$484K – – –
ACM
606
Advisors Capital Management
New Jersey
$484K +$3.59K +18 +0.7%
EFS
607
Essex Financial Services
Connecticut
$484K +$130K +650 +37%
BFEC
608
Benjamin F. Edwards & Company
Missouri
$475K – – –
IWC
609
Integrated Wealth Concepts
Massachusetts
$473K +$29.3K +147 +7%
KPWS
610
Kestra Private Wealth Services
Texas
$469K -$34.9K -175 -7%
RWA
611
Redhawk Wealth Advisors
Minnesota
$469K -$15.4K -77 -3%
GG
612
Gofen & Glossberg
Illinois
$467K -$38.5K -193 -8%
C
613
Certuity
Florida
$467K +$7.19K +36 +2%
PA
614
Parallel Advisors
California
$465K +$327K +1,642 +238%
BIA
615
Barry Investment Advisors
Massachusetts
$463K +$463K +2,317 New
KAM
616
Knightsbridge Asset Management
California
$462K +$192K +965 +71%
BIM
617
Baldwin Investment Management
Pennsylvania
$452K +$14K +70 +3%
SCM
618
SOL Capital Management
Maryland
$451K – – –
SOAMC
619
Spirit of America Management Corp
New York
$449K – – –
OAM
620
Optimal Asset Management
California
$448K +$5.39K +27 +1%
ACM
621
AlphaCrest Capital Management
New York
$439K -$7.41M -37,166 -94%
AssetMark Inc
622
AssetMark Inc
California
$439K -$14.5K -73 -3%
CP
623
Camelot Portfolios
Ohio
$439K +$439K +2,201 New
SA
624
Strategic Advisors
New York
$438K – – –
FFG
625
Fortem Financial Group
California
$437K -$7.58K -38 -2%
23 24
25
26 27