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McKesson
MCK

Overview Fund Activity

1,648 hedge funds and large institutions have $63.4B invested in McKesson in 2024 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 546 increasing their positions, 621 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+118
Holders Change %
+7.71%
% of All Funds
21.94%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.48%
New
250
Increased
546
Reduced
621
Closed
98
Calls
$1.12B
Puts
$774M
Net Calls
+$343M
Net Calls Change
-$24.2M

Top Buyers

1
FCM
Farallon Capital Management
California
+$348M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$211M
3
Marshall Wace
Marshall Wace
United Kingdom
+$204M
4
Deutsche Bank
Deutsche Bank
Germany
+$167M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$155M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$456M
2
BlackRock
BlackRock
New York
-$390M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$322M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$241M
5
Bank of America
Bank of America
North Carolina
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRIG
851
Charter Research & Investment Group
Connecticut
$931K – – –
CIS
852
Custom Index Systems
New York
$924K -$193K -339 -17%
PCIA
853
Prime Capital Investment Advisors
Kansas
$924K +$6.84K +12 +0.7%
PRP
854
Peak Retirement Planning
Ohio
$919K +$919K +1,668 New
LA
855
LBP AM
France
$916K +$916K +1,607 New
VT
856
Vise Technologies
New York
$912K +$515K +904 +130%
WFC
857
Western Financial Corp
California
$909K +$37.6K +66 +4%
TAM
858
Trust Asset Management
Texas
$905K – – –
TNB
859
Thomasville National Bank
Georgia
$904K -$2.28K -4 -0.3%
HNB
860
Hilltop National Bank
Wyoming
$903K -$1.28M -2,241 -59%
GWANC
861
Guardian Wealth Advisors (North Carolina)
North Carolina
$902K +$11.4K +20 +1%
DWM
862
Dakota Wealth Management
Florida
$902K +$24.5K +43 +3%
HIM
863
Hillsdale Investment Management
Ontario, Canada
$900K +$57K +100 +7%
PFGIA
864
Patriot Financial Group Insurance Agency
Massachusetts
$899K +$75.2K +132 +9%
TCM
865
Twin Capital Management
Pennsylvania
$895K -$16.5K -29 -2%
PCM
866
Penserra Capital Management
California
$895K +$285K +501 +47%
JWCA
867
J.W. Coons Advisors
Ohio
$895K -$85.5K -150 -9%
MIM
868
Morningstar Investment Management
Illinois
$891K – – –
PWP
869
Perfromance Wealth Partners
Illinois
$891K -$173K -303 -16%
CT
870
Coastline Trust
Rhode Island
$889K -$57K -100 -6%
SAM
871
Silvercrest Asset Management
New York
$885K -$7.41K -13 -0.8%
SCA
872
Snowden Capital Advisors
New York
$884K -$28K -49 -3%
CL
873
CSS LLC
Illinois
$883K -$142K -250 -14%
NHC
874
Nicholas Hoffman & Company
Georgia
$877K -$129K -227 -13%
QWM
875
Quadcap Wealth Management
Texas
$876K -$21.1K -37 -2%
33 34
35
36 37