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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
APP
751
Alpha Paradigm Partners
Illinois
$246K -$499K -2,495 -67%
BPA
752
Beacon Pointe Advisors
California
$246K -$20K -100 -8%
WIC
753
Willis Investment Counsel
Georgia
$246K -$200 -1 -0.1%
DWM
754
Doyle Wealth Management
Florida
$245K +$20K +100 +9%
CBT
755
Central Bank & Trust
Kentucky
$245K +$42K +210 +21%
QCM
756
Quest Capital Management
Texas
$244K -$15.2K -76 -6%
BTW
757
Boston Trust Walden
Massachusetts
$241K
PAS
758
Park Avenue Securities
New York
$240K +$25.6K +128 +12%
CDH
759
Charles D. Hyman
$239K
DBIA
760
Dumont & Blake Investment Advisors
New Jersey
$239K
JSC
761
Jackson Square Capital
California
$236K
CFA
762
Carroll Financial Associates
North Carolina
$234K +$13.2K +66 +6%
ACS
763
Archford Capital Strategies
Illinois
$233K +$18.4K +92 +9%
ESCM
764
Echo Street Capital Management
New York
$233K +$234K +1,170 New
RAM
765
Redmond Asset Management
Virginia
$230K
1832 Asset Management
766
1832 Asset Management
Ontario, Canada
$229K +$222K +1,109 New
SC
767
Sawyer & Company
Massachusetts
$228K
RWP
768
Ridgecrest Wealth Partners
California
$227K +$228K +1,141 New
SPC
769
Sigma Planning Corp
Michigan
$226K -$34K -170 -13%
WC
770
Whitney & Co
New York
$224K -$40K -200 -15%
SS
771
Simplicity Solutions
Minnesota
$223K +$223K +1,117 New
4WM
772
44 Wealth Management
Oregon
$220K -$109K -544 -33%
HFM
773
Harvest Fund Management
China
$219K
EW
774
Evoke Wealth
California
$218K -$200 -1 -0.1%
IFWM
775
Institute for Wealth Management
Colorado
$217K

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.