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McKesson
MCK

Overview Fund Activity

1,553 hedge funds and large institutions have $59.1B invested in McKesson in 2024 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 556 increasing their positions, 578 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
+80
Holders Change %
+5.43%
% of All Funds
22.51%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.59%
New
169
Increased
556
Reduced
578
Closed
69
Calls
$472M
Puts
$548M
Net Calls
-$76.5M
Net Calls Change
-$77.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.22B
2
LPC
Lone Pine Capital
Connecticut
+$301M
3
Bessemer Group
Bessemer Group
New Jersey
+$183M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$178M
5
BGCP
Bristol Gate Capital Partners
Ontario, Canada
+$97.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.4B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$882M
3
Swedbank
Swedbank
Sweden
-$577M
4
Invesco
Invesco
Georgia
-$286M
5
Amundi
Amundi
France
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIMP
651
Zimmermann Investment Management & Planning
Pennsylvania
$1.84M +$44K +82 +2%
PK
652
Pflug Koory
Nebraska
$1.84M -$6.44K -12 -0.3%
FHWM
653
Fox Hill Wealth Management
Massachusetts
$1.83M -$41.9K -78 -2%
EC
654
Estate Counselors
Wisconsin
$1.83M – – –
SHFA
655
SS&H Financial Advisors
Michigan
$1.83M – – –
MBTD
656
Mechanics Bank - Trust Department
California
$1.82M – – –
WLG
657
Williamson Legacy Group
Indiana
$1.82M +$53.1K +99 +3%
CFFP
658
Center for Financial Planning
Michigan
$1.81M – – –
SMH
659
Sanders Morris Harris
Texas
$1.81M – – –
PS
660
Principal Securities
Iowa
$1.79M +$147K +273 +9%
SW
661
SteelPeak Wealth
California
$1.78M +$325K +604 +22%
AIMCA
662
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.77M – – –
SF
663
Synovus Financial
Georgia
$1.77M +$528K +983 +43%
PFT
664
Providence First Trust
Arizona
$1.75M -$172K -321 -9%
TAM
665
Tocqueville Asset Management
New York
$1.73M -$96.6K -180 -5%
I
666
InceptionR
California
$1.73M +$1.73M +3,221 New
LGA
667
Lebenthal Global Advisors
New York
$1.72M +$68.2K +127 +4%
AG
668
AIA Group
Hong Kong
$1.72M -$107K -200 -6%
RFC
669
Regions Financial Corp
Alabama
$1.7M +$29K +54 +2%
TAM
670
Titleist Asset Management
Texas
$1.7M -$45.1K -84 -3%
APWM
671
Argonautica Private Wealth Management
Massachusetts
$1.69M – – –
CCP
672
Cunning Capital Partners
North Carolina
$1.69M -$470K -875 -22%
PAM
673
Palisade Asset Management
Minnesota
$1.69M – – –
MWM
674
MGB Wealth Management
Texas
$1.69M +$191K +355 +13%
IGAM
675
iA Global Asset Management
Quebec, Canada
$1.68M -$6.26M -11,669 -79%
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