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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 %
CCM
851
Carlson Capital Management
Minnesota
$875K -$434K -808 -33%
SCA
852
Snowden Capital Advisors
New York
$872K +$252K +469 +41%
FMTC
853
Farmers & Merchants Trust Company
California
$869K – – –
CIA
854
Concurrent Investment Advisors
Florida
$867K +$141K +262 +19%
VCM
855
Virtue Capital Management
Tennessee
$866K +$54.2K +103 +7%
BWM
856
Buckley Wealth Management
Nevada
$863K +$26.3K +49 +3%
DWA
857
Douglass Winthrop Advisors
New York
$861K +$48.9K +91 +6%
WFI
858
West Family Investments
California
$855K +$48.3K +90 +6%
TAM
859
Trust Asset Management
Texas
$853K – – –
PCIA
860
Prime Capital Investment Advisors
Kansas
$853K +$53.7K +100 +7%
TNB
861
Thomasville National Bank
Georgia
$851K – – –
GWANC
862
Guardian Wealth Advisors (North Carolina)
North Carolina
$851K -$29.5K -55 -3%
GLA
863
Good Life Advisors
Pennsylvania
$833K -$56.9K -106 -6%
GMFG
864
Greater Midwest Financial Group
Minnesota
$832K +$1.07K +2 +0.1%
FFB
865
First Financial Bankshares
Texas
$832K – – –
NERM
866
New England Research & Management
Illinois
$832K +$832K +1,550 New
AT
867
American Trust
Kentucky
$831K -$65K -121 -7%
RZH
868
Relyea Zuckerberg Hanson
Connecticut
$826K +$8.05K +15 +1%
TWA
869
TCI Wealth Advisors
Arizona
$822K +$10.2K +19 +1%
KWA
870
Kingswood Wealth Advisors
California
$822K +$59.1K +110 +8%
FCP
871
Fidelis Capital Partners
Florida
$822K +$117K +218 +17%
CCA
872
Cobblestone Capital Advisors
New York
$821K +$10.7K +20 +1%
MWM
873
Mission Wealth Management
California
$821K -$116K -216 -12%
KWM
874
Kingsview Wealth Management
Oregon
$819K +$361K +673 +79%
WSC
875
Wellington Shields & Co
New York
$819K +$487K +907 +147%
33 34
35
36 37