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McKesson

1,545 hedge funds and large institutions have $54.2B invested in McKesson in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 516 increasing their positions, 658 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $980M | Put options by funds: $613M

1% less ownership

Funds ownership: 86.12%85.12% (-1%)

5% less funds holding

Funds holding: 1,6311,545 (-86)

17% less capital invested

Capital invested by funds: $65.2B → $54.2B (-$11B)

22% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 658

27% less funds holding in top 10

Funds holding in top 10: 4533 (-12)

37% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 173

Holders
1,545
Holders Change
-86
Holders Change %
-5.27%
% of All Funds
22.18%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.47%
New
109
Increased
516
Reduced
658
Closed
173
Calls
$980M
Puts
$613M
Net Calls
+$367M
Net Calls Change
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
CMI
901
Clare Market Investments
Texas
$739K
KLCM
902
KG&L Capital Management
Louisiana
$736K -$291K -523 -26%
AWA
903
Arete Wealth Advisors
Illinois
$736K -$48.4K -87 -5%
HIM
904
Hillsdale Investment Management
Ontario, Canada
$732K +$83.5K +150 +11%
LWCFA
905
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$732K
SWM
906
Seed Wealth Management
Illinois
$729K
HIM
907
Hanlon Investment Management
New Jersey
$728K +$32.3K +58 +4%
CAI
908
Capital Advisors Inc
Oklahoma
$727K
RWA
909
River Wealth Advisors
Pennsylvania
$726K -$10K -18 -1%
HH
910
Hilltop Holdings
Texas
$725K +$426K +765 +109%
FPAS
911
Focus Partners Advisor Solutions
Missouri
$725K +$67.9K +122 +9%
PFGIA
912
Patriot Financial Group Insurance Agency
Massachusetts
$715K +$123K +220 +18%
FTIS
913
First Trust Investment Solutions
Florida
$713K +$592K +1,064 +281%
Empower Advisory Group
914
Empower Advisory Group
Colorado
$711K -$78.5K -141 -9%
CPWA
915
Cerro Pacific Wealth Advisors
California
$710K
EM
916
Excalibur Management
Massachusetts
$703K -$13.9K -25 -2%
SP
917
Sequent Planning
Nebraska
$703K +$67.4K +121 +9%
WP
918
WealthPLAN Partners
Nebraska
$702K +$32.3K +58 +4%
KIA
919
KCM Investment Advisors
California
$701K +$1.11K +2 +0.1%
FPWM
920
FSB Premier Wealth Management
Iowa
$700K +$195K +350 +33%
EWS
921
Evergreen Wealth Solutions
Pennsylvania
$699K -$150K -269 -16%
NCFG
922
New Century Financial Group
New Jersey
$698K -$9.47K -17 -1%
ARC
923
Advisor Resource Council
Texas
$695K +$782K +1,405 New
NP
924
NorthRock Partners
Minnesota
$694K +$8.91K +16 +1%
STA
925
Summit Trail Advisors
New York
$693K +$83K +149 +12%

MCK Hedge Fund Activity: Q3 2024 in Review

1,545 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2024, worth a combined $54.2B — down 17% from $65.2B a quarter earlier.

Sellers outnumbered buyers: 173 funds closed out of MCK and 109 opened new positions — a net loss of 64 holders — while 658 trimmed existing stakes and 516 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $1.23B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $328M sold.

  • 1,545 institutional investors held McKesson (MCK) as of Q3 2024, down from 1,631 in Q2 2024.
  • Funds reported $54.2B of McKesson stock for Q3 2024, down 17% quarter-over-quarter.
  • 109 funds opened new McKesson positions in Q3 2024 and 173 closed out, a net change of -64 holders.
  • The largest McKesson buyer in Q3 2024 was T. Rowe Price Investment Management, an estimated $1.23B added.
  • The largest McKesson seller in Q3 2024 was Lone Pine Capital, an estimated $328M sold.

Based on aggregated 13F filings for Q3 2024.