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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
BL
676
Balentine LLC
Georgia
$343K +$344K +1,722 New
MYAM
677
Meiji Yasuda Asset Management
Japan
$342K -$100K -500 -23%
BOM
678
Bank of Marin
California
$342K -$3K -15 -0.9%
BSW
679
Buckingham Strategic Wealth
Missouri
$341K -$2.6K -13 -0.8%
SAM
680
Synergy Asset Management
Washington
$340K +$342K +1,709 New
MCM
681
MAI Capital Management
Ohio
$338K +$338K +1,693 New
VCM
682
Virtue Capital Management
Tennessee
$334K +$52.8K +264 +19%
EM
683
Excalibur Management
Massachusetts
$332K
CCMD
684
Cypress Capital Management (Delaware)
Delaware
$331K
SFI
685
Siemens Fonds Invest
Germany
$331K +$331K +1,658 New
IAN
686
Integrated Advisors Network
Texas
$326K +$14K +70 +4%
GLA
687
Good Life Advisors
Pennsylvania
$324K -$41K -205 -11%
LCP
688
Legacy Capital Partners
Wisconsin
$324K
FMTC
689
Farmers & Merchants Trust Company
California
$323K
TNB
690
Thomasville National Bank
Georgia
$323K
OPA
691
Old Port Advisors
Maine
$319K +$1.2K +6 +0.4%
AIA
692
Angeles Investment Advisors
California
$319K +$319K +1,595 New
SBF
693
Sara-Bay Financial
Florida
$314K
RWA
694
River Wealth Advisors
Pennsylvania
$313K -$20.6K -103 -6%
RZH
695
Relyea Zuckerberg Hanson
Connecticut
$312K +$5.8K +29 +2%
FNT
696
First National Trust
Pennsylvania
$311K +$1.8K +9 +0.6%
CFG
697
Citizens Financial Group
Rhode Island
$311K +$76K +380 +32%
B
698
Bailard
California
$311K +$80.8K +404 +35%
GW
699
GW & Wade
Massachusetts
$310K +$49.8K +249 +19%
EWM
700
Empirical Wealth Management
Washington
$308K

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.