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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 %
FPFS
876
First Personal Financial Services
North Carolina
$813K +$12.3K +23 +2%
CMI
877
Clare Market Investments
Texas
$808K – – –
TFCP
878
Twin Focus Capital Partners
Massachusetts
$805K – – –
CFG
879
Cooper Financial Group
California
$803K -$2.68K -5 -0.3%
IIM
880
InTrack Investment Management
Vermont
$803K -$327K -610 -29%
AAIS
881
ABN AMRO Investment Solutions
$802K +$134K +250 +20%
Fiera Capital (Canada)
882
Fiera Capital (Canada)
Quebec, Canada
$800K -$26.8K -50 -3%
WANY
883
Wealthspire Advisors (New York)
New York
$800K -$61.2K -114 -7%
CastleKeep Investment Advisors
884
CastleKeep Investment Advisors
Connecticut
$792K -$289K -538 -27%
SWM
885
Seed Wealth Management
Illinois
$791K -$26.8K -50 -3%
Empower Advisory Group
886
Empower Advisory Group
Colorado
$791K +$537 +1 +0.1%
CIC
887
Carnegie Investment Counsel
Ohio
$789K -$1.07K -2 -0.1%
CAI
888
Capital Advisors Inc
Oklahoma
$789K – – –
FMB
889
Field & Main Bank
Kentucky
$785K +$37.6K +70 +5%
JWCA
890
J.W. Cole Advisors
Florida
$784K +$117K +218 +18%
SI
891
Stephens Inc
Arkansas
$784K +$1.61K +3 +0.2%
WJWM
892
Williams Jones Wealth Management
New York
$778K – – –
SFA
893
Semmax Financial Advisors
North Carolina
$776K +$38.3K +69 +5%
EM
894
Excalibur Management
Massachusetts
$775K +$1.07K +2 +0.1%
1WA
895
180 Wealth Advisors
Washington
$775K +$775K +1,443 New
TA
896
Tectonic Advisors
Texas
$771K -$50.5K -94 -6%
SAM
897
Silvercrest Asset Management
New York
$771K -$1.61K -3 -0.2%
RWA
898
River Wealth Advisors
Pennsylvania
$768K -$38.7K -72 -5%
HIM
899
Hillsdale Investment Management
Ontario, Canada
$768K -$26.8K -50 -3%
ARC
900
Advisor Resource Council
Texas
$766K -$1.59M -3,442 -68%
34 35
36
37 38