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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 %
KFSC
926
Keystone Financial Services (Colorado)
Colorado
$668K +$43K +87 +7%
VFA
927
Valeo Financial Advisors
Indiana
$667K -$1.98K -4 -0.3%
CBT
928
Central Bank & Trust
Kentucky
$665K -$1.98K -4 -0.3%
CRWM
929
Castle Rock Wealth Management
California
$665K +$971 +2 +0.1%
WPW
930
Waldron Private Wealth
Pennsylvania
$661K +$206K +416 +45%
FWM
931
Forza Wealth Management
Florida
$660K – – –
TA
932
Tectonic Advisors
Texas
$657K -$82.1K -166 -11%
DWP
933
Daymark Wealth Partners
Ohio
$655K -$10.9K -22 -2%
IA
934
IFP Advisors
Florida
$654K +$33.7K +68 +5%
HI
935
Humankind Investments
New York
$650K +$50.4K +102 +8%
AIP
936
Ameritas Investment Partners
Nebraska
$649K -$27.2K -55 -4%
DWA
937
Douglass Winthrop Advisors
New York
$645K -$53.4K -108 -8%
LCWP
938
Legacy Capital Wealth Partners
Arkansas
$636K +$293K +593 +86%
CCA
939
Checchi Capital Advisers
California
$633K -$17.3K -35 -3%
DW30
940
Drucker Wealth 3.0
New Jersey
$632K +$20.8K +42 +3%
TCPW
941
Twin City Private Wealth
North Carolina
$632K +$118K +239 +23%
FPFS
942
First Personal Financial Services
North Carolina
$630K -$34.1K -69 -5%
AC
943
Avestar Capital
New York
$627K -$17.3K -35 -3%
SBF
944
Sara-Bay Financial
Florida
$623K – – –
WTB
945
Washington Trust Bank
Washington
$622K – – –
WJWM
946
Williams Jones Wealth Management
New York
$618K -$98.9K -200 -14%
CBTWT
947
Community Bank & Trust (Waco, Texas)
Texas
$618K +$49.4K +100 +9%
RWP
948
Ridgecrest Wealth Partners
California
$616K – – –
Fisher Asset Management
949
Fisher Asset Management
Washington
$614K +$205K +414 +50%
VC
950
Veracity Capital
Georgia
$613K +$8.9K +18 +1%
36 37
38
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