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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
SOW
776
State of Wyoming
Wyoming
$216K -$41.8K -209 -16%
PWMAG
777
Pinnacle Wealth Management Advisory Group
New Jersey
$215K
EWM
778
EPG Wealth Management
Georgia
$215K +$216K +1,080 New
HI
779
Horizon Investments
North Carolina
$214K +$3K +15 +1%
MA
780
Mutual Advisors
Nebraska
$213K -$43.2K -216 -17%
PFPT
781
Pinnacle Financial Partners (Tennessee)
Tennessee
$213K -$1.4K -7 -0.7%
BWM
782
Buckley Wealth Management
Nevada
$211K
FAN
783
Financial Advisors Network
California
$210K +$187K +936 New
TFCP
784
Twin Focus Capital Partners
Massachusetts
$210K +$210K +1,051 New
SCM
785
Shelton Capital Management
Colorado
$209K
VFA
786
Voya Financial Advisors
Connecticut
$209K +$203K +1,016 New
PFA
787
Pure Financial Advisors
California
$209K +$209K +1,046 New
CCA
788
Checchi Capital Advisers
California
$207K +$207K +1,037 New
VAS
789
Vestmark Advisory Solutions
Massachusetts
$206K -$26K -130 -11%
Cerity Partners
790
Cerity Partners
New York
$206K +$207K +1,034 New
CBTWT
791
Community Bank & Trust (Waco, Texas)
Texas
$205K +$206K +1,030 New
VCG
792
Vantage Consulting Group
Virginia
$204K -$55.8K -279 -21%
CFGS
793
Concourse Financial Group Securities
Alabama
$204K +$33.6K +168 +20%
TA
794
Tectonic Advisors
Texas
$203K +$204K +1,019 New
CFG
795
Cooper Financial Group
California
$202K +$203K +1,013 New
ECM
796
EagleClaw Capital Management
Massachusetts
$201K -$9.99K -50 -5%
WA
797
WestEnd Advisors
North Carolina
$199K
FGAM
798
Financial Gravity Asset Management
Texas
$199K +$5.6K +28 +60%
GLLW
799
Graves Light Lenhart Wealth
Virginia
$193K
GRP
800
Global Retirement Partners
California
$189K +$11.8K +59 +7%

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.