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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
LWMG
1001
Levy Wealth Management Group
Pennsylvania
$677K +$1.67K +3 +0.3%
LAM
1002
Lingohr Asset Management
Germany
$677K
IWM
1003
IHT Wealth Management
Illinois
$673K -$7.79K -14 -1%
CMF
1004
Counterpoint Mutual Funds
California
$672K +$232K +417 +57%
CBTWT
1005
Community Bank & Trust (Waco, Texas)
Texas
$672K
CI
1006
Conning Inc
Connecticut
$669K -$1.11K -2 -0.2%
SAM
1007
Smartleaf Asset Management
Massachusetts
$668K +$345K +620 +123%
TFF
1008
The Family Firm
Maryland
$666K +$557 +1 +0.1%
FCMC
1009
Founders Capital Management (Connecticut)
Connecticut
$664K +$66.8K +120 +12%
SIM
1010
Stratos Investment Management
Ohio
$663K +$20K +36 +3%
S
1011
Sunpointe
Missouri
$661K +$27.3K +49 +5%
1WA
1012
180 Wealth Advisors
Washington
$660K -$164K -295 -20%
JWCA
1013
J.W. Cole Advisors
Florida
$658K -$186K -334 -23%
AIM
1014
Athena Investment Management
California
$658K -$34K -61 -5%
ONST
1015
Old North State Trust
North Carolina
$654K +$35.1K +63 +6%
EFI
1016
EHP Funds Inc
Canada
$642K -$167K -300 -21%
Impax Asset Management Group
1017
Impax Asset Management Group
United Kingdom
$642K +$612K +1,100 New
BF
1018
BOK Financial
Oklahoma
$642K -$76.3K -137 -11%
SA
1019
Strategic Advisors
New York
$641K
LFG
1020
Larson Financial Group
Missouri
$639K +$9.46K +17 +2%
APW
1021
Austin Private Wealth
Texas
$638K -$1.11K -2 -0.2%
IFU
1022
iSAM Funds (UK)
United Kingdom
$630K +$600K +1,078 New
MMPW
1023
Mitchell McLeod Pugh & Williams
Alabama
$629K +$251K +450 +72%
DTC
1024
Davidson Trust Company
Washington
$627K
AIA
1025
Affinity Investment Advisors
California
$623K -$13.4K -24 -2%

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.