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McKesson
MCK

Overview Fund Activity

1,530 hedge funds and large institutions have $52.9B invested in McKesson in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 512 increasing their positions, 650 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
-87
Holders Change %
-5.38%
% of All Funds
22.13%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.48%
New
109
Increased
512
Reduced
650
Closed
173
Calls
$980M
Puts
$613M
Net Calls
+$367M
Net Calls Change
+$329M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$1.1B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$448M
3
CG
Carmignac Gestion
France
+$234M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$217M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$211M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$328M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$255M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$224M
5
Marshall Wace
Marshall Wace
United Kingdom
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
801
Sard Wealth Management Group
Georgia
$940K -$64.8K -131 -6%
PWM
802
Peterson Wealth Management
Nevada
$938K +$938K +1,897 New
FFM
803
Forum Financial Management
Illinois
$936K +$989 +2 +0.1%
ET
804
Equitable Trust
Tennessee
$934K -$6.43K -13 -0.7%
FG
805
Fiduciary Group
Georgia
$930K – – –
OAM
806
Oxford Asset Management
United Kingdom
$930K +$930K +1,881 New
AWA
807
Arkadios Wealth Advisors
Georgia
$929K +$282K +571 +44%
PWP
808
Perfromance Wealth Partners
Illinois
$923K -$111K -225 -11%
EWA
809
EverSource Wealth Advisors
Alabama
$921K +$4.94K +10 +0.5%
WAM
810
Weiss Asset Management
Massachusetts
$921K +$921K +1,862 New
CP
811
CenterBook Partners
Connecticut
$918K +$918K +1,857 New
ACM
812
ADAR1 Capital Management
Texas
$915K +$915K +1,850 New
CIA
813
Capital Investment Advisors
Georgia
$912K -$40.6K -82 -4%
FCBT
814
First Citizens Bank & Trust
North Carolina
$910K +$47K +95 +5%
JF
815
Jump Financial
Illinois
$908K -$8M -16,175 -90%
SCM
816
Suvretta Capital Management
New York
$905K – – –
BOS
817
Bank of Stockton
California
$902K -$201K -406 -18%
BBHC
818
Brown Brothers Harriman & Co
New York
$892K -$48K -97 -5%
Impax Asset Management Group
819
Impax Asset Management Group
United Kingdom
$892K +$349K +705 +64%
CL
820
CSS LLC
Illinois
$890K +$890K +1,800 New
OCM
821
One Capital Management
California
$888K -$4.45K -9 -0.5%
JSL
822
JT Stratford LLC
Georgia
$887K -$121K -244 -12%
WPC
823
Wedmont Private Capital
Pennsylvania
$882K -$967 -2 -0.1%
MWM
824
MorganRosel Wealth Management
Colorado
$879K +$61.8K +125 +8%
RMC
825
Resources Management Corp
Connecticut
$877K +$592K +1,197 +207%
31 32
33
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