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McKesson

1,631 hedge funds and large institutions have $65.2B invested in McKesson in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 643 increasing their positions, 550 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 76

17% more repeat investments, than reductions

Existing positions increased: 643 | Existing positions reduced: 550

10% more capital invested

Capital invested by funds: $59.2B → $65.2B (+$5.96B)

10% more funds holding in top 10

Funds holding in top 10: 4145 (+4)

4% more funds holding

Funds holding: 1,5641,631 (+67)

2.06% more ownership

Funds ownership: 84.06%86.12% (+2.1%)

6% more call options, than puts

Call options by funds: $678M | Put options by funds: $641M

Holders
1,631
Holders Change
+67
Holders Change %
+4.28%
% of All Funds
23.55%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.65%
New
159
Increased
643
Reduced
550
Closed
76
Calls
$678M
Puts
$641M
Net Calls
+$37.5M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
876
Benchmark Investment Advisors
Illinois
$980K +$20.6K +37 +2%
SC
877
Scholtz & Company
Connecticut
$978K -$404K -725 -30%
CT
878
Coastline Trust
Rhode Island
$970K
KWA
879
Kingswood Wealth Advisors
California
$968K +$70.7K +127 +8%
MWM
880
MorganRosel Wealth Management
Colorado
$965K -$139K -249 -13%
BTW
881
Boston Trust Walden
Massachusetts
$961K
Jones Financial Companies
882
Jones Financial Companies
Missouri
$960K +$685K +1,230 +297%
CRIG
883
Charter Research & Investment Group
Connecticut
$954K
CCM
884
Carlson Capital Management
Minnesota
$954K +$1.67K +3 +0.2%
SCA
885
Snowden Capital Advisors
New York
$954K +$5.01K +9 +0.6%
IP
886
Intellectus Partners
California
$953K -$106K -191 -10%
SAG
887
SageView Advisory Group
California
$952K +$907K +1,629 New
WANY
888
Wealthspire Advisors (New York)
New York
$948K +$74K +133 +9%
PCIA
889
Prime Capital Investment Advisors
Kansas
$940K +$11.7K +21 +1%
WFC
890
Western Financial Corp
California
$939K -$41.8K -75 -4%
BWM
891
Buckley Wealth Management
Nevada
$937K -$1.67K -3 -0.2%
FM
892
Freemont Management
Switzerland
$934K -$4.12M -7,400 -82%
PAM
893
Paradigm Asset Management
New York
$934K +$334K +600 +60%
MWM
894
Mission Wealth Management
California
$932K +$36.7K +66 +4%
PAG
895
Private Advisory Group
Washington
$930K +$613K +1,102 +224%
CA
896
Clearstead Advisors
Ohio
$930K +$329K +591 +59%
BHPW
897
Beverly Hills Private Wealth
California
$929K +$287K +516 +48%
TAM
898
Trust Asset Management
Texas
$927K
TNB
899
Thomasville National Bank
Georgia
$927K +$1.11K +2 +0.1%
AWA
900
Arete Wealth Advisors
Illinois
$926K +$882K +1,585 New

MCK Hedge Fund Activity: Q2 2024 in Review

1,631 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2024, worth a combined $65.2B — up 10% from $59.2B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new MCK positions and 76 closed out — a net gain of 83 holders — while 643 added to existing stakes and 550 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $666M. The largest seller was Millennium Management, cutting an estimated $306M.

  • 1,631 institutional investors held McKesson (MCK) as of Q2 2024, up from 1,564 in Q1 2024.
  • Funds reported $65.2B of McKesson stock for Q2 2024, up 10% quarter-over-quarter.
  • 159 funds opened new McKesson positions in Q2 2024 and 76 closed out, a net change of +83 holders.
  • The largest McKesson buyer in Q2 2024 was Swedbank, an estimated $666M added.
  • The largest McKesson seller in Q2 2024 was Millennium Management, an estimated $306M sold.

Based on aggregated 13F filings for Q2 2024.