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McKesson

1,631 hedge funds and large institutions have $65.2B invested in McKesson in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 643 increasing their positions, 550 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 76

17% more repeat investments, than reductions

Existing positions increased: 643 | Existing positions reduced: 550

10% more capital invested

Capital invested by funds: $59.2B → $65.2B (+$5.96B)

10% more funds holding in top 10

Funds holding in top 10: 4145 (+4)

4% more funds holding

Funds holding: 1,5641,631 (+67)

2.06% more ownership

Funds ownership: 84.06%86.12% (+2.1%)

6% more call options, than puts

Call options by funds: $678M | Put options by funds: $641M

Holders
1,631
Holders Change
+67
Holders Change %
+4.28%
% of All Funds
23.55%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.65%
New
159
Increased
643
Reduced
550
Closed
76
Calls
$678M
Puts
$641M
Net Calls
+$37.5M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
951
Valeo Financial Advisors
Indiana
$791K +$32.3K +58 +4%
CBT
952
Central Bank & Trust
Kentucky
$788K -$11.1K -20 -1%
DWP
953
Daymark Wealth Partners
Ohio
$788K +$68.5K +123 +10%
FPAS
954
Focus Partners Advisor Solutions
Missouri
$785K -$2.78K -5 -0.4%
FPFS
955
First Personal Financial Services
North Carolina
$784K -$95.2K -171 -11%
FWM
956
Forza Wealth Management
Florida
$779K
HIM
957
Hillsdale Investment Management
Ontario, Canada
$777K -$55.7K -100 -7%
SCM
958
Steele Capital Management
Iowa
$775K
CCA
959
Checchi Capital Advisers
California
$768K +$15.6K +28 +2%
EFG
960
Everhart Financial Group
Ohio
$768K +$67.4K +121 +10%
IAA
961
Independent Advisor Alliance
North Carolina
$765K +$144K +258 +25%
AWA
962
Arkadios Wealth Advisors
Georgia
$764K +$344K +618 +90%
SP
963
Sequent Planning
Nebraska
$762K -$16.7K -30 -2%
AC
964
Avestar Capital
New York
$761K -$273K -490 -27%
GA
965
Gateway Advisory
New Jersey
$760K +$51.8K +93 +8%
NC
966
nVerses Capital
Florida
$759K +$724K +1,300 New
MWM
967
Meridian Wealth Management
Kentucky
$758K +$723K +1,298 New
ETC
968
Exchange Traded Concepts
Oklahoma
$754K +$23.9K +43 +3%
Capstone Investment Advisors
969
Capstone Investment Advisors
New York
$750K +$142K +255 +25%
AIA
970
Alera Investment Advisors
Illinois
$746K -$380K -683 -35%
KFSC
971
Keystone Financial Services (Colorado)
Colorado
$738K +$59.6K +107 +9%
SBF
972
Sara-Bay Financial
Florida
$736K -$10K -18 -1%
WTB
973
Washington Trust Bank
Washington
$735K -$81.8K -147 -10%
IA
974
IFP Advisors
Florida
$733K +$86.8K +156 +14%
STA
975
Summit Trail Advisors
New York
$732K +$5.57K +10 +0.8%

MCK Hedge Fund Activity: Q2 2024 in Review

1,631 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2024, worth a combined $65.2B — up 10% from $59.2B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new MCK positions and 76 closed out — a net gain of 83 holders — while 643 added to existing stakes and 550 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $666M. The largest seller was Millennium Management, cutting an estimated $306M.

  • 1,631 institutional investors held McKesson (MCK) as of Q2 2024, up from 1,564 in Q1 2024.
  • Funds reported $65.2B of McKesson stock for Q2 2024, up 10% quarter-over-quarter.
  • 159 funds opened new McKesson positions in Q2 2024 and 76 closed out, a net change of +83 holders.
  • The largest McKesson buyer in Q2 2024 was Swedbank, an estimated $666M added.
  • The largest McKesson seller in Q2 2024 was Millennium Management, an estimated $306M sold.

Based on aggregated 13F filings for Q2 2024.