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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
TSS
726
Thomas Story & Son
Indiana
$279K
LP
727
LMR Partners
United Kingdom
$278K +$279K +1,394 New
JSL
728
JT Stratford LLC
Georgia
$277K -$2.6K -13 -0.9%
MYIA
729
Mount Yale Investment Advisors
Colorado
$276K -$53.4K -267 -16%
MWM
730
Mission Wealth Management
California
$275K +$3.4K +17 +1%
JWCA
731
J.W. Cole Advisors
Florida
$273K +$29K +145 +12%
IHL
732
Investment House LLC
California
$269K
FLAM
733
First Light Asset Management
Minnesota
$268K
HTC
734
Haverford Trust Company
Pennsylvania
$268K +$37K +185 +16%
CPIG
735
Chicago Partners Investment Group
Illinois
$267K +$239K +1,198 New
KWILP
736
Kiwi Wealth Investments Limited Partnership
New Zealand
$261K -$2.81M -14,064 -91%
CCIA
737
Campbell & Co Investment Adviser
Maryland
$259K +$259K +1,297 New
AWM
738
Aries Wealth Management
Maine
$257K +$1.4K +7 +0.5%
IAA
739
Independent Advisor Alliance
North Carolina
$257K +$258K +1,289 New
IAIM
740
International Assets Investment Management
Florida
$254K -$176K -878 -41%
SBH
741
Segall Bryant & Hamill
Illinois
$252K -$80K -400 -24%
AF
742
Advisornet Financial
Minnesota
$252K -$46K -230 -15%
CCC
743
Crescent Capital Consulting
Louisiana
$252K
YIH
744
Y-Intercept (HK)
Hong Kong
$251K -$590K -2,949 -70%
RFG
745
Range Financial Group
Oregon
$251K +$24.6K +123 +11%
CCM
746
Covington Capital Management
California
$249K +$250K +1,250 New
KIA
747
KCM Investment Advisors
California
$247K -$42.8K -214 -15%
WA
748
Wealth Alliance
New York
$247K -$26.8K -134 -10%
CM
749
Columbus Macro
Pennsylvania
$247K -$2.6K -13 -1%
TFF
750
The Family Firm
Maryland
$247K +$800 +4 +0.3%

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.