We are live on ! Find out more
MCK icon

McKesson

1,545 hedge funds and large institutions have $54.2B invested in McKesson in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 516 increasing their positions, 658 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $980M | Put options by funds: $613M

1% less ownership

Funds ownership: 86.12%85.12% (-1%)

5% less funds holding

Funds holding: 1,6311,545 (-86)

17% less capital invested

Capital invested by funds: $65.2B → $54.2B (-$11B)

22% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 658

27% less funds holding in top 10

Funds holding in top 10: 4533 (-12)

37% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 173

Holders
1,545
Holders Change
-86
Holders Change %
-5.27%
% of All Funds
22.18%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.47%
New
109
Increased
516
Reduced
658
Closed
173
Calls
$980M
Puts
$613M
Net Calls
+$367M
Net Calls Change
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
851
Monument Capital Management
Virginia
$826K -$14.5K -26 -2%
KPPF
852
Klein Pavlis & Peasley Financial
California
$823K +$662K +1,188 +250%
MWM
853
Mission Wealth Management
California
$822K +$37.3K +67 +4%
BTW
854
Boston Trust Walden
Massachusetts
$821K +$8.35K +15 +0.9%
WFI
855
West Family Investments
California
$821K -$104K -187 -10%
CT
856
Coastline Trust
Rhode Island
$821K
CRIG
857
Charter Research & Investment Group
Connecticut
$808K
CCM
858
Carlson Capital Management
Minnesota
$806K -$1.67K -3 -0.2%
CCA
859
Cobblestone Capital Advisors
New York
$806K +$27.8K +50 +3%
GS
860
GTS Securities
New York
$801K -$919K -1,651 -50%
BIM
861
Baldwin Investment Management
Pennsylvania
$799K -$156K -280 -15%
MIM
862
Morningstar Investment Management
Illinois
$797K +$871K +1,564 New
PCIA
863
Prime Capital Investment Advisors
Kansas
$796K
WI
864
WBI Investments
New Jersey
$796K +$896K +1,609 New
SPA
865
Sherbrooke Park Advisers
New York
$792K -$462K -829 -34%
SCA
866
Snowden Capital Advisors
New York
$791K -$18.4K -33 -2%
TCM
867
Twin Capital Management
Pennsylvania
$791K -$1.7M -3,052 -66%
PAM
868
Paradigm Asset Management
New York
$791K
CG
869
Cynosure Group
Utah
$790K +$536K +962 +151%
TPCW
870
TD Private Client Wealth
New York
$788K +$84.1K +151 +10%
TNB
871
Thomasville National Bank
Georgia
$786K +$1.11K +2 +0.1%
IP
872
Intellectus Partners
California
$786K -$23.9K -43 -3%
TAM
873
Trust Asset Management
Texas
$785K
BAM
874
Belpointe Asset Management
Nevada
$784K +$296K +532 +51%
WANY
875
Wealthspire Advisors (New York)
New York
$783K -$22.3K -40 -2%

MCK Hedge Fund Activity: Q3 2024 in Review

1,545 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2024, worth a combined $54.2B — down 17% from $65.2B a quarter earlier.

Sellers outnumbered buyers: 173 funds closed out of MCK and 109 opened new positions — a net loss of 64 holders — while 658 trimmed existing stakes and 516 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $1.23B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $328M sold.

  • 1,545 institutional investors held McKesson (MCK) as of Q3 2024, down from 1,631 in Q2 2024.
  • Funds reported $54.2B of McKesson stock for Q3 2024, down 17% quarter-over-quarter.
  • 109 funds opened new McKesson positions in Q3 2024 and 173 closed out, a net change of -64 holders.
  • The largest McKesson buyer in Q3 2024 was T. Rowe Price Investment Management, an estimated $1.23B added.
  • The largest McKesson seller in Q3 2024 was Lone Pine Capital, an estimated $328M sold.

Based on aggregated 13F filings for Q3 2024.