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McKesson
MCK

Overview Fund Activity

1,553 hedge funds and large institutions have $59.1B invested in McKesson in 2024 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 556 increasing their positions, 578 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
+80
Holders Change %
+5.43%
% of All Funds
22.51%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.59%
New
169
Increased
556
Reduced
578
Closed
69
Calls
$472M
Puts
$548M
Net Calls
-$76.5M
Net Calls Change
-$77.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.22B
2
LPC
Lone Pine Capital
Connecticut
+$301M
3
Bessemer Group
Bessemer Group
New Jersey
+$183M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$178M
5
BGCP
Bristol Gate Capital Partners
Ontario, Canada
+$97.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.4B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$882M
3
Swedbank
Swedbank
Sweden
-$577M
4
Invesco
Invesco
Georgia
-$286M
5
Amundi
Amundi
France
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
776
Pinnacle Financial Partners
Tennessee
$1.13M +$60.1K +112 +6%
IIC
777
Integrated Investment Consultants
Michigan
$1.13M +$177K +330 +19%
JSL
778
JT Stratford LLC
Georgia
$1.13M -$50.5K -94 -4%
APC
779
Aspire Private Capital
North Carolina
$1.13M +$41.9K +78 +4%
PWP
780
Perfromance Wealth Partners
Illinois
$1.12M +$8.59K +16 +0.8%
TPW
781
Transatlantique Private Wealth
New York
$1.12M – – –
PFA
782
Petra Financial Advisors
Colorado
$1.12M +$288K +539 +35%
LCM
783
Leisure Capital Management
California
$1.12M +$220K +410 +25%
MYIA
784
Mount Yale Investment Advisors
Colorado
$1.11M +$17.2K +32 +2%
LSAG
785
Lake Street Advisors Group
New Hampshire
$1.11M +$2.69K +5 +0.2%
CA
786
Claro Advisors
Massachusetts
$1.11M +$29.5K +55 +3%
JCM
787
Jacobi Capital Management
Pennsylvania
$1.11M +$6.98K +13 +0.6%
DWM
788
Dynasty Wealth Management
Florida
$1.09M +$1.09M +2,023 New
AAS
789
Ameritas Advisory Services
Nebraska
$1.08M -$244K -456 -18%
PA
790
Profund Advisors
Maryland
$1.08M -$143K -267 -12%
PVI
791
Pine Valley Investments
New Jersey
$1.08M -$90.2K -168 -8%
CCM
792
Campbell Capital Management
Florida
$1.07M +$1.07M +2,000 New
SACTSONJ
793
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.07M – – –
APP
794
Avantax Planning Partners
Iowa
$1.07M +$537 +1 +0.1%
PBK
795
Peoples Bank (Kansas)
Kansas
$1.06M -$10.7K -20 -1%
RSWM
796
Robertson Stephens Wealth Management
California
$1.06M +$812K +1,513 +331%
AIA
797
Alera Investment Advisors
Illinois
$1.05M +$2.68K +5 +0.3%
Connor, Clark & Lunn Investment Management (CC&L)
798
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.05M -$25.5M -47,480 -96%
OWG
799
Oxford Wealth Group
Florida
$1.05M +$1.05M +1,947 New
FCT
800
First Community Trust
Iowa
$1.03M – – –
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