MCK icon

McKesson
MCK

Overview Fund Activity

1,648 hedge funds and large institutions have $63.4B invested in McKesson in 2024 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 546 increasing their positions, 621 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+118
Holders Change %
+7.71%
% of All Funds
21.94%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.48%
New
250
Increased
546
Reduced
621
Closed
98
Calls
$1.12B
Puts
$774M
Net Calls
+$343M
Net Calls Change
-$24.2M

Top Buyers

1
FCM
Farallon Capital Management
California
+$348M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$211M
3
Marshall Wace
Marshall Wace
United Kingdom
+$204M
4
Deutsche Bank
Deutsche Bank
Germany
+$167M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$155M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$456M
2
BlackRock
BlackRock
New York
-$390M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$322M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$241M
5
Bank of America
Bank of America
North Carolina
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
901
Compagnie Lombard Odier SCmA
Switzerland
$832K -$456K -800 -35%
FHA
902
Flagship Harbor Advisors
Massachusetts
$831K +$42.7K +75 +5%
VIA
903
Victrix Investment Advisors
Florida
$829K +$829K +1,454 New
SI
904
Stephens Inc
Arkansas
$822K -$35.3K -62 -4%
SAM
905
Strategy Asset Managers
California
$818K -$173K -303 -17%
WPW
906
Waldron Private Wealth
Pennsylvania
$816K +$54.2K +95 +7%
WP
907
WealthPLAN Partners
Nebraska
$815K +$5.13K +9 +0.6%
EWS
908
Evergreen Wealth Solutions
Pennsylvania
$808K +$2.85K +5 +0.4%
SP
909
Sequent Planning
Nebraska
$802K -$7.41K -13 -0.9%
CRWM
910
Castle Rock Wealth Management
California
$802K -$11.3K -19 -1%
EM
911
Excalibur Management
Massachusetts
$800K -$10.3K -18 -1%
TSS
912
Thomas Story & Son
Indiana
$798K – – –
EFI
913
EHP Funds Inc
Canada
$798K -$741K -1,300 -48%
OIA
914
Optimum Investment Advisors
Illinois
$798K – – –
CFM
915
Catalyst Funds Management
Australia
$798K +$285K +500 +56%
EH
916
Equitable Holdings
New York
$796K -$197K -345 -20%
Empower Advisory Group
917
Empower Advisory Group
Colorado
$796K -$23.9K -42 -3%
EFG
918
Everhart Financial Group
Ohio
$796K +$12.5K +22 +2%
SAM
919
Smartleaf Asset Management
Massachusetts
$793K +$91.3K +160 +13%
KFSC
920
Keystone Financial Services (Colorado)
Colorado
$791K +$21.1K +37 +3%
HIMS
921
Hager Investment Management Services
New Hampshire
$787K +$787K +1,381 New
DS
922
DRW Securities
Illinois
$786K +$786K +1,380 New
OPA
923
Old Port Advisors
Maine
$779K -$214K -375 -22%
FAM
924
Fairtree Asset Management
South Africa
$777K +$777K +1,363 New
FPWM
925
FSB Premier Wealth Management
Iowa
$772K -$34.2K -60 -4%
35 36
37
38 39