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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
SC
826
SouthState Corp
Florida
$109K +$110K +549 New
SIM
827
Sonora Investment Management
Arizona
$105K +$3.6K +18 +4%
PWMG
828
Prestige Wealth Management Group
New Jersey
$103K +$2.4K +12 +2%
HWA
829
Heritage Wealth Advisors
Virginia
$101K
Credit Agricole
830
Credit Agricole
France
$100K
PFGIA
831
Patriot Financial Group Insurance Agency
Massachusetts
$100K +$28.6K +143 +40%
PAM
832
Paradigm Asset Management
New York
$99.7K
MA
833
MUFG Americas
New York
$98K +$58.6K +293 +147%
BWM
834
BerganKDV Wealth Management
Minnesota
$96K
ST
835
Smithfield Trust
Pennsylvania
$93K
CWP
836
Concord Wealth Partners
Virginia
$91K -$21.4K -107 -19%
NO
837
Ninety One
South Africa
$90K +$88K +440 New
CYG
838
Clean Yield Group
Vermont
$89K
NFG
839
Next Financial Group
Texas
$83K -$18.4K -92 -18%
RMC
840
Resources Management Corp
Connecticut
$83K +$3K +15 +4%
WB
841
Webster Bank
Connecticut
$81K
ATC
842
Adirondack Trust Company
New York
$80K
WQ
843
Wealth Quarterback
New Jersey
$79K +$582K +2,911 +618%
ADL
844
Asset Dedication LLC
California
$77K
FNBOSM
845
First National Bank of South Miami
Florida
$76K +$3.4K +17 +5%
KPCM
846
Kings Point Capital Management
New York
$72K
FA
847
Fortis Advisors
Pennsylvania
$69K
SNT
848
Security National Trust
West Virginia
$67K
AW
849
Alaethes Wealth
Nevada
$65K
PMFA
850
Plante Moran Financial Advisors
Michigan
$65K

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.