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McKesson

967 hedge funds and large institutions have $26.3B invested in McKesson in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 320 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $337M | Put options by funds: $197M

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

12% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 68

2% more capital invested

Capital invested by funds: $25.8B → $26.3B (+$461M)

0% less funds holding

Funds holding: 970967 (-3)

2.15% less ownership

Funds ownership: 87.58%85.43% (-2.2%)

16% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 382

Holders
967
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
16.93%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
76
Increased
320
Reduced
382
Closed
68
Calls
$337M
Puts
$197M
Net Calls
+$140M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
926
Optiver Holding
Netherlands
$13K +$12.8K +64 New
HIM
927
Hillsdale Investment Management
Ontario, Canada
$12K
HWM
928
Holloway Wealth Management
Florida
$12K
RA
929
Resolute Advisors
California
$12K
SIS
930
Sound Income Strategies
Florida
$12K +$4K +20 +51%
EWA
931
Evolution Wealth Advisors
Florida
$11K
FRA
932
Front Row Advisors
California
$11K
JFA
933
JNBA Financial Advisors
Minnesota
$11K
FMII
934
Farmers & Merchants Investments Inc
Nebraska
$10K
LWANC
935
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K
SN
936
Sittner & Nelson
Oregon
$10K
CT
937
Caldwell Trust
Florida
$9.37K -$14K -70 -60%
AWM
938
Avior Wealth Management
Nebraska
$9K
HIA
939
Harbor Investment Advisory
Maryland
$9K
BIA
940
Bell Investment Advisors
California
$9K +$9K +45 New
RE
941
RBC Europe
United Kingdom
$8.97K
BWM
942
Baystate Wealth Management
Massachusetts
$8K +$1.8K +9 +29%
VCM
943
Vigilant Capital Management
Maine
$8K +$8K +40 New
NL
944
NVWM LLC
Pennsylvania
$7K
GPA
945
Guidance Point Advisors
Massachusetts
$7K +$8K +40 New
SL
946
Savior LLC
Massachusetts
$6K -$24.6K -123 -80%
CCA
947
Column Capital Advisors
Indiana
$6K -$4K -20 -39%
WWM
948
Wolff Wiese Magana
California
$6K -$200 -1 -3%
FBT
949
First Bank & Trust
South Dakota
$6K
NFSG
950
Newbridge Financial Services Group
Florida
$5K -$11K -55 -71%

MCK Hedge Fund Activity: Q3 2021 in Review

967 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2021, worth a combined $26.3B — up 1.8% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new MCK positions and 68 closed out — a net gain of 8 holders — while 320 added to existing stakes and 382 trimmed.

The largest buyer was Putnam Investments, adding an estimated $385M. The largest seller was JP Morgan Chase, cutting an estimated $240M.

  • 967 institutional investors held McKesson (MCK) as of Q3 2021, down from 970 in Q2 2021.
  • Funds reported $26.3B of McKesson stock for Q3 2021, up 1.8% quarter-over-quarter.
  • 76 funds opened new McKesson positions in Q3 2021 and 68 closed out, a net change of +8 holders.
  • The largest McKesson buyer in Q3 2021 was Putnam Investments, an estimated $385M added.
  • The largest McKesson seller in Q3 2021 was JP Morgan Chase, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2021.