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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
BAM
876
Baldrige Asset Management
Pennsylvania
$40K
CHC
877
City Holding Co
West Virginia
$40K
AA
878
Addison Advisors
Vermont
$40K +$400 +2 +1%
TFGT
879
TS Financial Group (TSFG)
Illinois
$39K
BFC
880
Bedel Financial Consulting
Indiana
$38K
CA
881
Crewe Advisors
Utah
$37K -$10.6K -53 -22%
SWA
882
SOA Wealth Advisors
New York
$37K +$800 +4 +2%
NSIM
883
North Star Investment Management
Illinois
$36K
FCB
884
First Command Bank
Texas
$35K -$10.4K -52 -23%
FCFS
885
First Command Financial Services
Texas
$35K -$10.4K -52 -23%
DAM
886
Delta Asset Management
Tennessee
$35K
GWS
887
Glassman Wealth Services
Virginia
$34K +$3K +15 +10%
ETC
888
Exchange Traded Concepts
Oklahoma
$31K -$350K -1,750 -92%
COCM
889
Charter Oak Capital Management
New Hampshire
$31K
AA
890
AlphaMark Advisors
Kentucky
$30K
VNA
891
Valley National Advisers
Pennsylvania
$28K +$1.8K +9 +7%
CFG
892
CKW Financial Group
Hawaii
$27K
GI
893
Gradient Investments
Minnesota
$27K
FMB
894
Field & Main Bank
Kentucky
$27K +$27K +135 New
FP
895
Financial Perspectives
Minnesota
$24.3K
HI
896
Hoey Investments
Pennsylvania
$24K -$6.6K -33 -22%
MPWT
897
MassMutual Private Wealth & Trust
Connecticut
$24K -$3.6K -18 -13%
TFIPS
898
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.9K +$24K +120 New
APW
899
Acima Private Wealth
Virginia
$23K
CBT
900
CoreFirst Bank & Trust
Kansas
$23K

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.