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McKesson
MCK

Overview Fund Activity

1,553 hedge funds and large institutions have $59.1B invested in McKesson in 2024 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 556 increasing their positions, 578 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
+80
Holders Change %
+5.43%
% of All Funds
22.51%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.59%
New
169
Increased
556
Reduced
578
Closed
69
Calls
$472M
Puts
$548M
Net Calls
-$76.5M
Net Calls Change
-$77.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.22B
2
LPC
Lone Pine Capital
Connecticut
+$301M
3
Bessemer Group
Bessemer Group
New Jersey
+$183M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$178M
5
BGCP
Bristol Gate Capital Partners
Ontario, Canada
+$97.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.4B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$882M
3
Swedbank
Swedbank
Sweden
-$577M
4
Invesco
Invesco
Georgia
-$286M
5
Amundi
Amundi
France
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
1026
BayBridge Capital Group
California
$502K -$3.17K -6 -0.6%
GLLW
1027
Graves Light Lenhart Wealth
Virginia
$499K – – –
BIG
1028
Brooklyn Investment Group
New York
$498K +$23.1K +43 +5%
TPWA
1029
Twin Peaks Wealth Advisors
California
$497K -$61.2K -114 -11%
SM
1030
Sweeney & Michel
California
$497K +$497K +900 New
TCPW
1031
Twin City Private Wealth
North Carolina
$495K +$495K +921 New
OFS
1032
OneAscent Financial Services
Alabama
$495K -$197K -367 -29%
PCM
1033
Penserra Capital Management
California
$494K -$212K -396 -30%
WPW
1034
Waldron Private Wealth
Pennsylvania
$493K +$5.91K +11 +1%
FWTB
1035
First Western Trust Bank
Colorado
$490K +$9.66K +18 +2%
SB
1036
Simmons Bank
Arkansas
$490K -$16.1K -30 -3%
CA
1037
Crewe Advisors
Utah
$487K +$487K +908 New
WWM
1038
WT Wealth Management
Arizona
$486K +$39.7K +74 +9%
OTPPB
1039
Ontario Teachers' Pension Plan Board
Ontario, Canada
$485K -$165K -307 -25%
LWM
1040
Lodestone Wealth Management
Washington
$485K -$3.76K -7 -0.8%
SAI
1041
Systematic Alpha Investments
New Jersey
$483K – – –
SAM
1042
S.A. Mason
Michigan
$483K – – –
QWP
1043
Quotient Wealth Partners
Texas
$481K +$25.8K +48 +6%
PP
1044
PDS Planning
Ohio
$479K +$12.9K +24 +3%
MCM
1045
Manchester Capital Management
Vermont
$478K +$298K +554 +165%
MC
1046
Maverick Capital
Texas
$477K -$43.5K -81 -8%
MWA
1047
Midland Wealth Advisors
Illinois
$477K -$537 -1 -0.1%
RWPA
1048
Richard W. Paul & Associates
Michigan
$472K -$38.1K -71 -7%
HC
1049
Hamilton Capital
Ohio
$471K +$48.3K +90 +11%
A
1050
AlphaQuest
New York
$471K -$268K -500 -36%
40 41
42
43 44