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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 %
PWM
951
Perigon Wealth Management
California
$612K +$28.2K +57 +5%
1WA
952
180 Wealth Advisors
Washington
$609K +$41.5K +84 +7%
AAS
953
Ameritas Advisory Services
Nebraska
$609K -$573K -1,158 -48%
GA
954
Gateway Advisory
New Jersey
$604K -$39.6K -80 -6%
IFWM
955
Institute for Wealth Management
Colorado
$601K – – –
SAM
956
Smartleaf Asset Management
Massachusetts
$600K +$50.3K +103 +9%
AWM
957
Aries Wealth Management
Maine
$597K – – –
BWM
958
Buckley Wealth Management
Nevada
$596K -$198K -400 -25%
LAI
959
Legal Advantage Investments
California
$594K -$14.8K -30 -2%
TFCP
960
Twin Focus Capital Partners
Massachusetts
$593K -$148K -300 -20%
EP
961
Edgestream Partners
New Jersey
$593K -$5.81M -11,752 -91%
CGL
962
Clarius Group LLC
Washington
$591K -$16.8K -34 -3%
HI
963
Harbour Investments
Wisconsin
$584K -$18.8K -38 -3%
KA
964
Kintegral Advisory
New York
$583K -$7.43K -15 -1%
HSA
965
HBK Sorce Advisory
Pennsylvania
$582K +$1.98K +4 +0.3%
O
966
Ossiam
France
$580K +$190K +384 +49%
EIA
967
Eldridge Investment Advisors
New Hampshire
$576K – – –
QC
968
Quent Capital
New York
$572K -$44.9K -91 -7%
LC
969
Lindbrook Capital
California
$568K -$20.8K -42 -4%
CCFM
970
Clear Creek Financial Management
Washington
$568K -$32.6K -66 -5%
CPC
971
Consolidated Planning Corp
Georgia
$566K +$147K +297 +35%
LFG
972
Larson Financial Group
Missouri
$564K +$23.2K +47 +4%
TFF
973
The Family Firm
Maryland
$564K +$494 +1 +0.1%
ONST
974
Old North State Trust
North Carolina
$563K +$8.91K +18 +2%
FCMC
975
Founders Capital Management (Connecticut)
Connecticut
$562K – – –
37 38
39
40 41