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McKesson

1,545 hedge funds and large institutions have $54.2B invested in McKesson in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 516 increasing their positions, 658 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $980M | Put options by funds: $613M

1% less ownership

Funds ownership: 86.12%85.12% (-1%)

5% less funds holding

Funds holding: 1,6311,545 (-86)

17% less capital invested

Capital invested by funds: $65.2B → $54.2B (-$11B)

22% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 658

27% less funds holding in top 10

Funds holding in top 10: 4533 (-12)

37% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 173

Holders
1,545
Holders Change
-86
Holders Change %
-5.27%
% of All Funds
22.18%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.47%
New
109
Increased
516
Reduced
658
Closed
173
Calls
$980M
Puts
$613M
Net Calls
+$367M
Net Calls Change
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
926
Optimum Investment Advisors
Illinois
$692K
TSS
927
Thomas Story & Son
Indiana
$692K
FHA
928
Flagship Harbor Advisors
Massachusetts
$684K -$9.47K -17 -1%
BCM
929
BluePath Capital Management
Georgia
$682K +$95.2K +171 +14%
EFG
930
Everhart Financial Group
Ohio
$680K +$33.4K +60 +5%
CRI
931
Colonial River Investments
Virginia
$679K +$765K +1,373 New
CI
932
Cigna Investments
Connecticut
$672K -$11.7K -21 -2%
VCM
933
Virtue Capital Management
Tennessee
$672K -$83K -149 -10%
KFSC
934
Keystone Financial Services (Colorado)
Colorado
$668K +$48.4K +87 +7%
VFA
935
Valeo Financial Advisors
Indiana
$667K -$2.23K -4 -0.3%
CBT
936
Central Bank & Trust
Kentucky
$665K -$2.23K -4 -0.3%
CRWM
937
Castle Rock Wealth Management
California
$665K +$1.11K +2 +0.1%
WPW
938
Waldron Private Wealth
Pennsylvania
$661K +$232K +416 +45%
FWM
939
Forza Wealth Management
Florida
$660K
TA
940
Tectonic Advisors
Texas
$657K -$92.4K -166 -11%
DWP
941
Daymark Wealth Partners
Ohio
$655K -$12.3K -22 -2%
IA
942
IFP Advisors
Florida
$654K +$37.9K +68 +5%
HI
943
Humankind Investments
New York
$650K +$56.8K +102 +8%
AIP
944
Ameritas Investment Partners
Nebraska
$649K -$30.6K -55 -4%
DWA
945
Douglass Winthrop Advisors
New York
$645K -$60.1K -108 -8%
LCWP
946
Legacy Capital Wealth Partners
Arkansas
$636K +$330K +593 +86%
CCA
947
Checchi Capital Advisers
California
$633K -$19.5K -35 -3%
DW30
948
Drucker Wealth 3.0
New Jersey
$632K +$23.4K +42 +3%
TCPW
949
Twin City Private Wealth
North Carolina
$632K +$133K +239 +23%
FPFS
950
First Personal Financial Services
North Carolina
$630K -$38.4K -69 -5%

MCK Hedge Fund Activity: Q3 2024 in Review

1,545 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2024, worth a combined $54.2B — down 17% from $65.2B a quarter earlier.

Sellers outnumbered buyers: 173 funds closed out of MCK and 109 opened new positions — a net loss of 64 holders — while 658 trimmed existing stakes and 516 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $1.23B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $328M sold.

  • 1,545 institutional investors held McKesson (MCK) as of Q3 2024, down from 1,631 in Q2 2024.
  • Funds reported $54.2B of McKesson stock for Q3 2024, down 17% quarter-over-quarter.
  • 109 funds opened new McKesson positions in Q3 2024 and 173 closed out, a net change of -64 holders.
  • The largest McKesson buyer in Q3 2024 was T. Rowe Price Investment Management, an estimated $1.23B added.
  • The largest McKesson seller in Q3 2024 was Lone Pine Capital, an estimated $328M sold.

Based on aggregated 13F filings for Q3 2024.