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McKesson

967 hedge funds and large institutions have $26.3B invested in McKesson in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 320 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $337M | Put options by funds: $197M

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

12% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 68

2% more capital invested

Capital invested by funds: $25.8B → $26.3B (+$461M)

0% less funds holding

Funds holding: 970967 (-3)

2.15% less ownership

Funds ownership: 87.58%85.43% (-2.2%)

16% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 382

Holders
967
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
16.93%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
76
Increased
320
Reduced
382
Closed
68
Calls
$337M
Puts
$197M
Net Calls
+$140M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1001
GW Henssler & Associates
Georgia
-$598K -3,127 Closed
BC
1002
Bridgefront Capital
Texas
-$484K -2,532 Closed
ARG
1003
Advisory Resource Group
Oklahoma
-$481K -2,515 Closed
CRCM
1004
Corbett Road Capital Management
Virginia
-$353K -1,846 Closed
PRC
1005
Pearl River Capital
Michigan
-$317K -1,655 Closed
LSAG
1006
Lake Street Advisors Group
New Hampshire
-$277K -1,397 Closed
VFA
1007
Valeo Financial Advisors
Indiana
-$253K -1,323 Closed
DTL
1008
Dynamic Technology Lab
Singapore
-$248K -1,297 Closed
SCM
1009
Stevens Capital Management
Pennsylvania
-$230K -1,203 Closed
ET
1010
Equitable Trust
Tennessee
-$229K -1,200 Closed
PCIA
1011
Prime Capital Investment Advisors
Kansas
-$229K -1,199 Closed
CCP
1012
Cardan Capital Partners
Colorado
-$225K -1,176 Closed
GCP
1013
GSA Capital Partners
United Kingdom
-$225K -1,174 Closed
BO
1014
Bank OZK
Arkansas
-$216K -1,132 Closed
GF
1015
Gries Financial
Ohio
-$226K -1,101 Closed
HPWA
1016
Hall Private Wealth Advisors
North Carolina
-$202K -1,058 Closed
PGWM
1017
Parisi Gray Wealth Management
New Jersey
-$75K -392 Closed
IP
1018
Isthmus Partners
Wisconsin
-$67K -350 Closed
PO
1019
Private Ocean
California
-$54K -282 Closed
FI
1020
Financial Insights
Washington
-$507K -265 Closed
BBL
1021
Beck Bode LLC
Massachusetts
-$37K -196 Closed
NIM
1022
NuWave Investment Management
New Jersey
-$34K -180 Closed
TCOV
1023
Trust Company of Vermont
Vermont
-$35K -179 Closed
RDWM
1024
Red Door Wealth Management
Tennessee
-$32K -168 Closed
KFP
1025
KB Financial Partners
New Jersey
-$28K -149 Closed

MCK Hedge Fund Activity: Q3 2021 in Review

967 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2021, worth a combined $26.3B — up 1.8% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new MCK positions and 68 closed out — a net gain of 8 holders — while 320 added to existing stakes and 382 trimmed.

The largest buyer was Putnam Investments, adding an estimated $385M. The largest seller was JP Morgan Chase, cutting an estimated $240M.

  • 967 institutional investors held McKesson (MCK) as of Q3 2021, down from 970 in Q2 2021.
  • Funds reported $26.3B of McKesson stock for Q3 2021, up 1.8% quarter-over-quarter.
  • 76 funds opened new McKesson positions in Q3 2021 and 68 closed out, a net change of +8 holders.
  • The largest McKesson buyer in Q3 2021 was Putnam Investments, an estimated $385M added.
  • The largest McKesson seller in Q3 2021 was JP Morgan Chase, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2021.