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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
AC
951
Avestar Capital
New York
$627K -$19.5K -35 -3%
SBF
952
Sara-Bay Financial
Florida
$623K
WTB
953
Washington Trust Bank
Washington
$622K
WJWM
954
Williams Jones Wealth Management
New York
$618K -$111K -200 -14%
CBTWT
955
Community Bank & Trust (Waco, Texas)
Texas
$618K +$55.7K +100 +9%
RWP
956
Ridgecrest Wealth Partners
California
$616K
Fisher Asset Management
957
Fisher Asset Management
Washington
$614K +$231K +414 +50%
VC
958
Veracity Capital
Georgia
$613K +$10K +18 +1%
PWM
959
Perigon Wealth Management
California
$612K +$31.7K +57 +5%
1WA
960
180 Wealth Advisors
Washington
$609K +$46.8K +84 +7%
AAS
961
Ameritas Advisory Services
Nebraska
$609K -$645K -1,158 -48%
GA
962
Gateway Advisory
New Jersey
$604K -$44.5K -80 -6%
IFWM
963
Institute for Wealth Management
Colorado
$601K
BW
964
Basepoint Wealth
Iowa
$601K +$5.57K +10 +0.8%
SAM
965
Smartleaf Asset Management
Massachusetts
$600K +$57.4K +103 +9%
AWM
966
Aries Wealth Management
Maine
$597K
BWM
967
Buckley Wealth Management
Nevada
$596K -$223K -400 -25%
LAI
968
Legal Advantage Investments
California
$594K -$16.7K -30 -2%
TFCP
969
Twin Focus Capital Partners
Massachusetts
$593K -$167K -300 -20%
EP
970
Edgestream Partners
New Jersey
$593K -$6.54M -11,752 -91%
CGL
971
Clarius Group LLC
Washington
$591K -$18.9K -34 -3%
HI
972
Harbour Investments
Wisconsin
$584K -$21.2K -38 -3%
KA
973
Kintegral Advisory
New York
$583K -$8.35K -15 -1%
HSA
974
HBK Sorce Advisory
Pennsylvania
$582K +$2.23K +4 +0.3%
O
975
Ossiam
France
$580K +$214K +384 +49%

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.