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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
LCM
651
Leisure Capital Management
California
$393K +$7.8K +39 +2%
PFS
652
Prospera Financial Services
Texas
$391K -$6.6M -32,996 -94%
HWMA
653
Heritage Wealth Management (Arizona)
Arizona
$387K
CI
654
Conning Inc
Connecticut
$382K -$30K -150 -7%
FG
655
Fiduciary Group
Georgia
$381K
GIM
656
Groesbeck Investment Management
New Jersey
$380K -$76K -380 -17%
B
657
Barings
North Carolina
$376K -$425K -2,125 -53%
DMBA
658
Deseret Mutual Benefit Administrators
Utah
$374K -$113K -563 -23%
IP
659
Innovative Portfolios
Indiana
$368K
SWM
660
SeaCrest Wealth Management
New York
$368K +$18.2K +91 +5%
PTC
661
Private Trust Company
Ohio
$368K +$369K +1,848 New
Walleye Trading
662
Walleye Trading
New York
$365K -$856K -4,284 -70%
DY
663
Dowling & Yahnke
California
$365K -$9K -45 -2%
CGL
664
Clarius Group LLC
Washington
$365K +$8.6K +43 +2%
CAM
665
Cresset Asset Management
Illinois
$363K +$148K +741 +69%
OIA
666
OneDigital Investment Advisors
Kansas
$361K +$11.6K +58 +3%
CCM
667
Community Capital Management
Florida
$359K
GHAM
668
Gilman Hill Asset Management
Connecticut
$355K
TWA
669
TCI Wealth Advisors
Arizona
$354K +$400 +2 +0.1%
HAG
670
HighPoint Advisor Group
Illinois
$353K -$45.6K -228 -11%
AWM
671
AE Wealth Management
Kansas
$350K -$186K -929 -35%
CIA
672
Choate Investment Advisors
Massachusetts
$350K -$16K -80 -4%
GVAG
673
Great Valley Advisor Group
Delaware
$348K -$106K -529 -23%
BRWA
674
B. Riley Wealth Advisors
Florida
$347K -$2.2K -11 -0.6%
CIC
675
Carnegie Investment Counsel
Ohio
$345K +$3.4K +17 +1%

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.