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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 %
BIM
801
Baldwin Investment Management
Pennsylvania
$1.03M +$59.1K +110 +6%
FFP
802
FourThought Financial Partners
Florida
$1.03M -$6.98K -13 -0.7%
KLCM
803
KG&L Capital Management
Louisiana
$1.03M +$147K +273 +17%
MNBTD
804
Moody National Bank Trust Division
Texas
$1.02M +$2.15K +4 +0.2%
MWM
805
MorganRosel Wealth Management
Colorado
$1.02M -$33.8K -63 -3%
RA
806
RFG Advisory
Alabama
$1.01M +$140K +261 +16%
FG
807
Fiduciary Group
Georgia
$1.01M +$36K +67 +4%
NHC
808
Nicholas Hoffman & Company
Georgia
$1M +$27.4K +51 +3%
SWMG
809
Sard Wealth Management Group
Georgia
$999K -$105K -195 -9%
CB
810
Community Bank
New York
$999K – – –
SCM
811
SOL Capital Management
Maryland
$993K – – –
UWS
812
Unique Wealth Strategies
Illinois
$992K -$130K -242 -12%
EWS
813
Evergreen Wealth Solutions
Pennsylvania
$987K -$49.4K -92 -5%
CD
814
Chapin Davis
Maryland
$987K -$30.6K -57 -3%
SAM
815
Strategy Asset Managers
California
$984K +$27.9K +52 +3%
BA
816
Bristlecone Advisors
Washington
$980K – – –
IP
817
Intellectus Partners
California
$979K -$2.69K -5 -0.3%
SIA
818
Strategic Investment Advisors
Michigan
$971K -$190K -354 -16%
BBHC
819
Brown Brothers Harriman & Co
New York
$964K +$27.4K +51 +3%
AC
820
Avestar Capital
New York
$964K +$27.4K +51 +3%
IAIM
821
International Assets Investment Management
Florida
$959K +$468 +35 +0%
PL
822
Perpetual Ltd
Australia
$955K +$65.5K +122 +7%
LCWP
823
Legacy Capital Wealth Partners
Arkansas
$953K +$750K +2,083 +368%
ET
824
Equitable Trust
Tennessee
$953K – – –
FFO
825
Fiduciary Family Office
Florida
$949K +$308K +574 +48%
31 32
33
34 35