MCK icon

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 %
CGL
926
Clarius Group LLC
Washington
$691K -$73.5K -137 -10%
CCA
927
Checchi Capital Advisers
California
$691K +$3.22K +6 +0.5%
HIM
928
Hanlon Investment Management
New Jersey
$686K +$152K +283 +28%
SBF
929
Sara-Bay Financial
Florida
$686K -$20.4K -38 -3%
CIM
930
Cambria Investment Management
California
$686K -$12.1M -22,567 -95%
BDF
931
Black Diamond Financial
Maryland
$682K – – –
HSA
932
HBK Sorce Advisory
Pennsylvania
$681K +$19.9K +37 +3%
MA
933
Mutual Advisors
Nebraska
$680K +$25.8K +48 +4%
QC
934
Quent Capital
New York
$671K +$4.83K +9 +0.7%
ETC
935
Exchange Traded Concepts
Oklahoma
$670K -$130K -243 -16%
HI
936
Harbour Investments
Wisconsin
$669K +$191K +355 +40%
RWP
937
Ridgecrest Wealth Partners
California
$669K – – –
OAM
938
Oppenheimer Asset Management
New York
$668K -$140K -261 -17%
STA
939
Summit Trail Advisors
New York
$667K +$104K +194 +19%
FHA
940
Flagship Harbor Advisors
Massachusetts
$667K -$183K -340 -21%
KA
941
Keene & Associates
Texas
$665K – – –
BF
942
BOK Financial
Oklahoma
$663K -$17.7K -33 -3%
LAI
943
Legal Advantage Investments
California
$661K – – –
DWP
944
Daymark Wealth Partners
Ohio
$658K +$658K +1,225 New
Parallax Volatility Advisers
945
Parallax Volatility Advisers
California
$658K +$658K +1,225 New
IFWM
946
Institute for Wealth Management
Colorado
$656K +$74.6K +139 +13%
NP
947
NorthRock Partners
Minnesota
$652K +$38.7K +72 +6%
CDH
948
Charles D. Hyman
$652K – – –
GA
949
Gateway Advisory
New Jersey
$649K +$286K +532 +79%
AWM
950
Aries Wealth Management
Maine
$644K – – –
36 37
38
39 40