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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 %
SCM
826
Seascape Capital Management
New Hampshire
$948K -$126K -235 -12%
JWCA
827
J.W. Coons Advisors
Ohio
$948K – – –
LA
828
LVW Advisors
New York
$947K -$41.9K -78 -4%
BJL
829
Brighton Jones LLC
Washington
$937K +$24.7K +46 +3%
FCBT
830
First Citizens Bank & Trust
North Carolina
$933K +$255K +475 +38%
CIP
831
Convergence Investment Partners
Florida
$932K +$226K +421 +32%
VAG
832
VisionPoint Advisory Group
Texas
$918K -$1.04M -1,942 -53%
MCM
833
Monument Capital Management
Virginia
$915K -$2.68K -5 -0.3%
PTC
834
Private Trust Company
Ohio
$908K +$70.3K +131 +8%
WPC
835
Wedmont Private Capital
Pennsylvania
$906K +$34.8K +66 +4%
CC
836
Centiva Capital
New York
$906K +$222K +414 +33%
OPA
837
Old Port Advisors
Maine
$905K – – –
WFC
838
Western Financial Corp
California
$904K -$66K -123 -7%
FFM
839
Forum Financial Management
Illinois
$902K +$1.07K +2 +0.1%
EAM
840
Erste Asset Management
Austria
$900K +$60.9K +113 +7%
AAS
841
Avantax Advisory Services
Texas
$899K -$92.9K -173 -9%
FFA
842
Farther Finance Advisors
California
$897K +$52K +97 +6%
CT
843
Coastline Trust
Rhode Island
$891K -$600K -1,118 -40%
EWA
844
EverSource Wealth Advisors
Alabama
$890K +$4.3K +8 +0.5%
MA
845
McBroom & Associates
Nevada
$888K +$22.5K +42 +3%
TPCW
846
TD Private Client Wealth
New York
$887K +$16.6K +31 +2%
WS
847
Wedbush Securities
California
$885K +$210K +391 +31%
BTW
848
Boston Trust Walden
Massachusetts
$884K – – –
BIA
849
Benchmark Investment Advisors
Illinois
$881K +$20.4K +38 +2%
CRIG
850
Charter Research & Investment Group
Connecticut
$877K – – –
32 33
34
35 36