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McKesson

1,668 hedge funds and large institutions have $63.6B invested in McKesson in 2024 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 549 increasing their positions, 628 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 256 | Existing positions closed: 98

44% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $774M

17% more capital invested

Capital invested by funds: $54.2B → $63.6B (+$9.44B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

8% more funds holding

Funds holding: 1,5441,668 (+124)

0.94% more ownership

Funds ownership: 85.12%86.06% (+0.94%)

13% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 628

Holders
1,668
Holders Change
+124
Holders Change %
+8.03%
% of All Funds
21.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.47%
New
256
Increased
549
Reduced
628
Closed
98
Calls
$1.12B
Puts
$774M
Net Calls
+$343M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
851
Concurrent Investment Advisors
Florida
$956K -$19K -34 -2%
UW
852
Unique Wealth
Florida
$953K +$85.1K +152 +10%
MCM
853
Monument Capital Management
Virginia
$952K
VFA
854
Voya Financial Advisors
Connecticut
$951K +$77.8K +139 +9%
BAM
855
Belpointe Asset Management
Nevada
$945K +$56K +100 +6%
KPPF
856
Klein Pavlis & Peasley Financial
California
$939K -$9.52K -17 -1%
CCM
857
Carlson Capital Management
Minnesota
$932K +$2.8K +5 +0.3%
CRIG
858
Charter Research & Investment Group
Connecticut
$931K
CIS
859
Custom Index Systems
New York
$924K -$190K -339 -17%
PCIA
860
Prime Capital Investment Advisors
Kansas
$924K +$6.72K +12 +0.7%
PRP
861
Peak Retirement Planning
Ohio
$919K +$934K +1,668 New
LA
862
LBP AM
France
$916K +$900K +1,607 New
VT
863
Vise Technologies
New York
$912K +$506K +904 +130%
WFC
864
Western Financial Corp
California
$909K +$37K +66 +4%
TAM
865
Trust Asset Management
Texas
$905K
TNB
866
Thomasville National Bank
Georgia
$904K -$2.24K -4 -0.3%
HNB
867
Hilltop National Bank
Wyoming
$903K -$1.26M -2,241 -59%
GWANC
868
Guardian Wealth Advisors (North Carolina)
North Carolina
$902K +$11.2K +20 +1%
DWM
869
Dakota Wealth Management
Florida
$902K +$24.1K +43 +3%
HIM
870
Hillsdale Investment Management
Ontario, Canada
$900K +$56K +100 +7%
PFGIA
871
Patriot Financial Group Insurance Agency
Massachusetts
$899K +$73.9K +132 +9%
TCM
872
Twin Capital Management
Pennsylvania
$895K -$16.2K -29 -2%
PCM
873
Penserra Capital Management
California
$895K +$281K +501 +47%
JWCA
874
J.W. Coons Advisors
Ohio
$895K -$84K -150 -9%
MIM
875
Morningstar Investment Management
Illinois
$891K

MCK Hedge Fund Activity: Q4 2024 in Review

1,668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2024, worth a combined $63.6B — up 17% from $54.2B a quarter earlier.

Buyers outnumbered sellers: 256 funds opened new MCK positions and 98 closed out — a net gain of 158 holders — while 549 added to existing stakes and 628 trimmed.

The largest buyer was Farallon Capital Management, opening a new position worth an estimated $342M. The largest seller was International Assets Investment Management, cutting an estimated $451M.

  • 1,668 institutional investors held McKesson (MCK) as of Q4 2024, up from 1,544 in Q3 2024.
  • Funds reported $63.6B of McKesson stock for Q4 2024, up 17% quarter-over-quarter.
  • 256 funds opened new McKesson positions in Q4 2024 and 98 closed out, a net change of +158 holders.
  • The largest McKesson buyer in Q4 2024 was Farallon Capital Management, an estimated $342M added.
  • The largest McKesson seller in Q4 2024 was International Assets Investment Management, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.