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McKesson

1,545 hedge funds and large institutions have $54.2B invested in McKesson in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 516 increasing their positions, 658 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $980M | Put options by funds: $613M

1% less ownership

Funds ownership: 86.12%85.12% (-1%)

5% less funds holding

Funds holding: 1,6311,545 (-86)

17% less capital invested

Capital invested by funds: $65.2B → $54.2B (-$11B)

22% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 658

27% less funds holding in top 10

Funds holding in top 10: 4533 (-12)

37% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 173

Holders
1,545
Holders Change
-86
Holders Change %
-5.27%
% of All Funds
22.18%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.47%
New
109
Increased
516
Reduced
658
Closed
173
Calls
$980M
Puts
$613M
Net Calls
+$367M
Net Calls Change
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
776
Legacy Capital Group California
California
$1.05M -$103K -185 -8%
IIC
777
Integrated Investment Consultants
Michigan
$1.05M +$3.9K +7 +0.3%
FFA
778
Farther Finance Advisors
California
$1.04M -$112K -201 -9%
PCS
779
Personal CFO Solutions
New Jersey
$1.04M -$5.01K -9 -0.4%
DWT
780
Dorsey & Whitney Trust
South Dakota
$1.03M +$668K +1,199 +135%
LCM
781
Leisure Capital Management
California
$1.03M
MNBTD
782
Moody National Bank Trust Division
Texas
$1.03M +$101K +181 +10%
PTC
783
Private Trust Company
Ohio
$1.02M +$45.1K +81 +4%
AWM
784
Axxcess Wealth Management
California
$1.02M +$761K +1,367 +199%
JIC
785
Johnson Investment Counsel
Ohio
$1M -$170K -305 -13%
Los Angeles Capital Management
786
Los Angeles Capital Management
California
$1M -$217K -390 -16%
VAG
787
VisionPoint Advisory Group
Texas
$1M +$85.2K +153 +8%
DC
788
Davenport & Co
Virginia
$1M -$260K -467 -19%
APP
789
Avantax Planning Partners
Iowa
$989K -$26.7K -48 -2%
SACTSONJ
790
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$989K
AF
791
Ally Financial
Michigan
$989K +$1.11M +2,000 New
LSAG
792
Lake Street Advisors Group
New Hampshire
$987K -$18.4K -33 -2%
KCM
793
Kathmere Capital Management
Pennsylvania
$985K -$95.2K -171 -8%
WAP
794
Wealthcare Advisory Partners
Pennsylvania
$984K -$71.3K -128 -6%
PBK
795
Peoples Bank (Kansas)
Kansas
$976K
HI
796
Horizon Investments
North Carolina
$976K -$104K -187 -9%
A
797
Allianz
Germany
$976K +$927K +1,664 +537%
FMB
798
Field & Main Bank
Kentucky
$971K +$130K +233 +13%
CIS
799
Custom Index Systems
New York
$970K +$628K +1,128 +135%
RSWM
800
Robertson Stephens Wealth Management
California
$963K -$110K -198 -9%

MCK Hedge Fund Activity: Q3 2024 in Review

1,545 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2024, worth a combined $54.2B — down 17% from $65.2B a quarter earlier.

Sellers outnumbered buyers: 173 funds closed out of MCK and 109 opened new positions — a net loss of 64 holders — while 658 trimmed existing stakes and 516 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $1.23B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $328M sold.

  • 1,545 institutional investors held McKesson (MCK) as of Q3 2024, down from 1,631 in Q2 2024.
  • Funds reported $54.2B of McKesson stock for Q3 2024, down 17% quarter-over-quarter.
  • 109 funds opened new McKesson positions in Q3 2024 and 173 closed out, a net change of -64 holders.
  • The largest McKesson buyer in Q3 2024 was T. Rowe Price Investment Management, an estimated $1.23B added.
  • The largest McKesson seller in Q3 2024 was Lone Pine Capital, an estimated $328M sold.

Based on aggregated 13F filings for Q3 2024.