We are live on ! Find out more
MCK icon

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
LNC
701
Lincoln National Corp
Pennsylvania
$308K +$200 +1 +0.1%
BFPW
702
BOK Financial Private Wealth
Colorado
$308K +$18.4K +92 +6%
TAM
703
Trust Asset Management
Texas
$308K +$20K +100 +7%
CCFM
704
Clear Creek Financial Management
Washington
$307K -$1K -5 -0.3%
GSWM
705
Golden State Wealth Management
California
$306K
PC
706
Prairiewood Capital
North Dakota
$306K
BJL
707
Brighton Jones LLC
Washington
$305K -$23K -115 -7%
CCA
708
Cobblestone Capital Advisors
New York
$303K -$1K -5 -0.3%
FMLI
709
Fukoku Mutual Life Insurance
Japan
$303K +$52K +260 +21%
ANRIA
710
American National Registered Investment Advisor
Texas
$301K -$1.4K -7 -0.5%
NA
711
NewEdge Advisors
Louisiana
$300K -$38.8K -194 -11%
TYCC
712
Texas Yale Capital Corp
Florida
$297K
CA
713
Cetera Advisors
Colorado
$295K +$17K +85 +6%
LWCFA
714
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$289K -$7.4K -37 -2%
TMAM
715
Tokio Marine Asset Management
Japan
$288K +$26.6K +133 +10%
OIA
716
Optimum Investment Advisors
Illinois
$287K
QCG
717
Quadrant Capital Group
Ohio
$286K +$5K +25 +2%
KWM
718
Kingsview Wealth Management
Oregon
$284K -$200K -999 -41%
BCWM
719
Bartlett & Co Wealth Management
Ohio
$283K -$2K -10 -0.7%
BC
720
Bartlett & Co
Ohio
$282K -$2K -10 -0.7%
SCA
721
Snowden Capital Advisors
New York
$282K -$15.4K -77 -5%
WTB
722
Washington Trust Bank
Washington
$281K +$200 +1 +0.1%
SIM
723
Sentry Investment Management
Wisconsin
$280K -$41K -205 -13%
WJWM
724
Williams Jones Wealth Management
New York
$279K -$2K -10 -0.7%
DW
725
Domani Wealth
Pennsylvania
$279K

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.