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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
CP
626
Camelot Portfolios
Ohio
$439K +$440K +2,201 New
SA
627
Strategic Advisors
New York
$438K
FFG
628
Fortem Financial Group
California
$437K -$7.6K -38 -2%
TI
629
Tidal Investments
Wisconsin
$431K +$136K +682 +46%
EGM
630
Engineers Gate Manager
New York
$425K -$366K -1,831 -46%
SFO
631
Stokes Family Office
Louisiana
$423K +$161K +807 +61%
DWA
632
Douglass Winthrop Advisors
New York
$418K +$21.6K +108 +5%
IA
633
IFP Advisors
Florida
$416K -$30.8K -154 -7%
AIP
634
Ameritas Investment Partners
Nebraska
$415K -$23.4K -117 -5%
BA
635
Bristlecone Advisors
Washington
$415K -$6K -30 -1%
EF
636
Empirical Finance
Pennsylvania
$414K +$21.8K +109 +6%
Tudor Investment Corp
637
Tudor Investment Corp
Connecticut
$413K -$262K -1,310 -39%
P
638
Pitcairn
Pennsylvania
$412K -$4.6K -23 -1%
GT
639
Glenview Trust
Kentucky
$410K
DADC
640
D.A. Davidson & Co
Montana
$405K +$12.6K +63 +3%
SF
641
Synovus Financial
Georgia
$404K +$3.4K +17 +0.8%
William Blair & Company
642
William Blair & Company
Illinois
$403K +$8.2K +41 +2%
SFA
643
Semmax Financial Advisors
North Carolina
$401K -$40.8K -204 -9%
JF
644
Jump Financial
Illinois
$401K +$402K +2,013 New
HC
645
Henshaw Capital
Massachusetts
$399K +$1K +5 +0.3%
GC
646
Globeflex Capital
California
$399K
Parallax Volatility Advisers
647
Parallax Volatility Advisers
California
$398K +$246K +1,231 +161%
FPFS
648
First Personal Financial Services
North Carolina
$397K
JG
649
Jefferies Group
New York
$397K -$2.11M -10,545 -84%
DT
650
Diversified Trust
Tennessee
$395K

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.