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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 %
WAP
901
Wealthcare Advisory Partners
Pennsylvania
$766K +$232K +433 +44%
SIA
902
Schear Investment Advisers
Ohio
$765K +$242K +451 +46%
LWCFA
903
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$764K – – –
AIP
904
Ameritas Investment Partners
Nebraska
$763K -$31.1K -58 -4%
DWM
905
Dakota Wealth Management
Florida
$758K -$56.9K -106 -7%
CI
906
Cigna Investments
Connecticut
$757K -$20.9K -39 -3%
FIM
907
Freedom Investment Management
Connecticut
$757K -$266K -495 -26%
WTB
908
Washington Trust Bank
Washington
$754K – – –
TSS
909
Thomas Story & Son
Indiana
$752K – – –
EFI
910
EHP Funds Inc
Canada
$752K -$322K -600 -30%
OIA
911
Optimum Investment Advisors
Illinois
$752K – – –
VFA
912
Voya Financial Advisors
Connecticut
$740K +$124K +230 +20%
CBT
913
Central Bank & Trust
Kentucky
$735K -$35.4K -66 -5%
KIA
914
KCM Investment Advisors
California
$727K +$10.2K +19 +1%
CG
915
Caprock Group
Idaho
$726K -$9.68K -18 -1%
FPAS
916
Focus Partners Advisor Solutions
Missouri
$724K +$242K +450 +50%
CRWM
917
Castle Rock Wealth Management
California
$723K +$531 +1 +0.1%
SC
918
SRB Corp
Massachusetts
$723K +$128K +238 +21%
VC
919
Veracity Capital
Georgia
$722K -$581K -1,082 -45%
FWM
920
Forza Wealth Management
Florida
$716K -$26.8K -50 -4%
SP
921
Sequent Planning
Nebraska
$714K +$714K +1,330 New
SCM
922
Steele Capital Management
Iowa
$712K – – –
AC
923
ASB Consultores
Florida
$709K +$709K +1,320 New
JF
924
JSF Financial
California
$696K +$40.8K +76 +6%
VFA
925
Valeo Financial Advisors
Indiana
$693K +$28.4K +53 +4%
35 36
37
38 39