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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 %
SAM
676
Synergy Asset Management
Washington
$340K +$340K +1,709 New
MCM
677
MAI Capital Management
Ohio
$338K +$338K +1,693 New
VCM
678
Virtue Capital Management
Tennessee
$334K +$52.6K +264 +19%
EM
679
Excalibur Management
Massachusetts
$332K – – –
CCMD
680
Cypress Capital Management (Delaware)
Delaware
$331K – – –
SFI
681
Siemens Fonds Invest
Germany
$331K +$331K +1,658 New
IAN
682
Integrated Advisors Network
Texas
$326K +$14K +70 +4%
GLA
683
Good Life Advisors
Pennsylvania
$324K -$40.9K -205 -11%
LCP
684
Legacy Capital Partners
Wisconsin
$324K – – –
TNB
685
Thomasville National Bank
Georgia
$323K – – –
FMTC
686
Farmers & Merchants Trust Company
California
$323K – – –
OPA
687
Old Port Advisors
Maine
$319K +$1.19K +6 +0.4%
AIA
688
Angeles Investment Advisors
California
$319K +$319K +1,595 New
SBF
689
Sara-Bay Financial
Florida
$314K – – –
RWA
690
River Wealth Advisors
Pennsylvania
$313K -$20.5K -103 -6%
RZH
691
Relyea Zuckerberg Hanson
Connecticut
$312K +$5.79K +29 +2%
FNT
692
First National Trust
Pennsylvania
$311K +$1.8K +9 +0.6%
CFG
693
Citizens Financial Group
Rhode Island
$311K +$75.9K +380 +32%
B
694
Bailard
California
$311K +$80.4K +404 +35%
GW
695
GW & Wade
Massachusetts
$310K +$49.6K +249 +19%
EWM
696
Empirical Wealth Management
Washington
$308K – – –
LNC
697
Lincoln National Corp
Pennsylvania
$308K +$199 +1 +0.1%
BFPW
698
BOK Financial Private Wealth
Colorado
$308K +$18.3K +92 +6%
TAM
699
Trust Asset Management
Texas
$308K +$19.9K +100 +7%
CCFM
700
Clear Creek Financial Management
Washington
$307K -$995 -5 -0.3%
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28
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