We are live on ! Find out more
MCK icon

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
MCM
851
Manchester Capital Management
Vermont
$63K -$7.2K -36 -10%
TF
852
Tompkins Financial
New York
$63K +$63.2K +316 New
IRC
853
Investors Research Corp
Georgia
$61K
BU
854
BBVA USA
Alabama
$60K
TC
855
Tacita Capital
Ontario, Canada
$60K
DFCM
856
Dark Forest Capital Management
Puerto Rico
$60K +$60.6K +303 New
LC
857
Lindbrook Capital
California
$58K +$2.6K +13 +5%
ODG
858
O'Dell Group
Ohio
$58K +$58.4K +292 New
TG
859
TCW Group
California
$57.4K +$1.05M +5,245 +2%
FFA
860
Freedman Financial Associates
Massachusetts
$57K
BA
861
Bellwether Advisors
Nebraska
$52K
SWM
862
Sugarloaf Wealth Management
Georgia
$51K +$27.4K +137 +116%
MA
863
MCF Advisors
Kentucky
$51K +$33.4K +167 +184%
EWM
864
Evermay Wealth Management
Virginia
$50K -$5K -25 -9%
SIAP
865
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$50K
TCM
866
Tradewinds Capital Management
Washington
$50K
VCM
867
Versant Capital Management
Arizona
$48K
PFBT
868
Parkside Financial Bank & Trust
Missouri
$47K +$5.4K +27 +13%
ONST
869
Old North State Trust
North Carolina
$46K +$13.2K +66 +40%
JWA
870
JFS Wealth Advisors
Pennsylvania
$45K
KFI
871
Key Financial Inc
Pennsylvania
$44K -$10.6K -53 -19%
DOA
872
D'Orazio & Associates
Virginia
$43K +$43K +215 New
ZB
873
Zions Bancorporation
Utah
$42K -$6.2K -31 -13%
GAM
874
Gemmer Asset Management
California
$41K
CAL
875
Capital Analysts LLC
Pennsylvania
$40K -$3.2K -16 -7%

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.