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McKesson
MCK

Overview Fund Activity

1,530 hedge funds and large institutions have $52.9B invested in McKesson in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 512 increasing their positions, 650 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
-87
Holders Change %
-5.38%
% of All Funds
22.13%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.48%
New
109
Increased
512
Reduced
650
Closed
173
Calls
$980M
Puts
$613M
Net Calls
+$367M
Net Calls Change
+$329M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$1.1B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$448M
3
CG
Carmignac Gestion
France
+$234M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$217M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$211M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$328M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$255M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$224M
5
Marshall Wace
Marshall Wace
United Kingdom
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
901
River Wealth Advisors
Pennsylvania
$726K -$8.9K -18 -1%
HH
902
Hilltop Holdings
Texas
$725K +$378K +765 +109%
FPAS
903
Focus Partners Advisor Solutions
Missouri
$725K +$60.3K +122 +9%
PFGIA
904
Patriot Financial Group Insurance Agency
Massachusetts
$715K +$109K +220 +18%
FTIS
905
First Trust Investment Solutions
Florida
$713K +$526K +1,064 +281%
Empower Advisory Group
906
Empower Advisory Group
Colorado
$711K -$69.7K -141 -9%
CPWA
907
Cerro Pacific Wealth Advisors
California
$710K – – –
EM
908
Excalibur Management
Massachusetts
$703K -$12.4K -25 -2%
SP
909
Sequent Planning
Nebraska
$703K +$59.8K +121 +9%
WP
910
WealthPLAN Partners
Nebraska
$702K +$28.7K +58 +4%
KIA
911
KCM Investment Advisors
California
$701K +$989 +2 +0.1%
FPWM
912
FSB Premier Wealth Management
Iowa
$700K +$173K +350 +33%
EWS
913
Evergreen Wealth Solutions
Pennsylvania
$699K -$133K -269 -16%
NCFG
914
New Century Financial Group
New Jersey
$698K -$8.41K -17 -1%
ARC
915
Advisor Resource Council
Texas
$695K +$695K +1,405 New
NP
916
NorthRock Partners
Minnesota
$694K +$7.92K +16 +1%
STA
917
Summit Trail Advisors
New York
$693K +$73.8K +149 +12%
OIA
918
Optimum Investment Advisors
Illinois
$692K – – –
TSS
919
Thomas Story & Son
Indiana
$692K – – –
FHA
920
Flagship Harbor Advisors
Massachusetts
$684K +$684K +1,384 New
BCM
921
BluePath Capital Management
Georgia
$682K +$84.5K +171 +14%
EFG
922
Everhart Financial Group
Ohio
$680K +$29.7K +60 +5%
CRI
923
Colonial River Investments
Virginia
$679K +$679K +1,373 New
CI
924
Cigna Investments
Connecticut
$672K -$10.4K -21 -2%
VCM
925
Virtue Capital Management
Tennessee
$672K -$73.7K -149 -10%
35 36
37
38 39