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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
TH
801
TCTC Holdings
Texas
$183K +$152K +760 +475%
First Manhattan
802
First Manhattan
New York
$181K +$41.6K +208 +30%
SAM
803
S.A. Mason
Michigan
$179K
BAM
804
Barrett Asset Management
New York
$178K
BCA
805
Berman Capital Advisors
Georgia
$168K +$65.8K +329 +63%
HPC
806
HM Payson & Co
Maine
$167K
APA
807
American Portfolios Advisors
New York
$166K -$15.6K -78 -9%
PHK
808
Point72 Hong Kong
Hong Kong
$166K -$4.79M -23,970 -97%
SWA
809
Sutton Wealth Advisors
Florida
$165K +$200 +1 +0.1%
Loomis, Sayles & Company
810
Loomis, Sayles & Company
Massachusetts
$159K -$2K -10 -1%
NICM
811
Neo Ivy Capital Management
New York
$152K +$5.6K +28 +3%
FWM
812
Focused Wealth Management
New York
$150K
CA
813
Clearstead Advisors
Ohio
$149K +$400 +2 +0.3%
LWP
814
Lumature Wealth Partners
Georgia
$134K -$48K -240 -26%
FCA
815
FinTrust Capital Advisors
South Carolina
$130K -$20K -100 -13%
CMBA
816
C.M. Bidwell & Associates
Hawaii
$128K
GWSG
817
GPS Wealth Strategies Group
Colorado
$128K
ICM
818
Islay Capital Management
Texas
$126K +$126K +632 New
Acadian Asset Management
819
Acadian Asset Management
Massachusetts
$122K -$69.2K -346 -36%
GWM
820
Geneos Wealth Management
Colorado
$122K +$5.6K +28 +5%
VNIM
821
Vaughan Nelson Investment Management
Texas
$120K +$120K +600 New
T
822
TOBAM
France
$119K
Jones Financial Companies
823
Jones Financial Companies
Missouri
$119K +$8.2K +41 +7%
PCM
824
Penserra Capital Management
California
$115K +$11.4K +57 +11%
AP
825
Arlington Partners
Alabama
$115K +$116K +579 New

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.