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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
ACS
1026
Archford Capital Strategies
Illinois
$483K
CIC
1027
Carnegie Investment Counsel
Ohio
$480K -$278K -500 -34%
GL
1028
Graypoint LLC
New York
$479K -$20.6K -37 -4%
OA
1029
Operose Advisors
Wisconsin
$478K
PL
1030
Plancorp LLC
Missouri
$478K
OWA
1031
Opal Wealth Advisors
New York
$475K -$33.4K -60 -6%
BOM
1032
Bank of Marin
California
$475K
DWM
1033
Drive Wealth Management
Utah
$473K -$12.3K -22 -2%
CWP
1034
Cyndeo Wealth Partners
Florida
$472K +$327K +587 +160%
SAG
1035
SageView Advisory Group
California
$471K -$376K -676 -41%
TCMP
1036
Thrive Capital Management (Pennsylvania)
Pennsylvania
$469K -$15.6K -28 -3%
PP
1037
PDS Planning
Ohio
$469K +$24.5K +44 +5%
ADL
1038
Asset Dedication LLC
California
$465K -$18.4K -33 -3%
TAM
1039
Todd Asset Management
Kentucky
$464K -$22.5M -40,481 -98%
TCA
1040
Transcend Capital Advisors
New Jersey
$463K +$9.47K +17 +2%
MGIA
1041
Moneta Group Investment Advisors
Missouri
$461K +$1.67K +3 +0.3%
GLLW
1042
Graves Light Lenhart Wealth
Virginia
$460K
SM
1043
Sweeney & Michel
California
$459K +$557 +1 +0.1%
TPWA
1044
Twin Peaks Wealth Advisors
California
$458K -$2.23K -4 -0.4%
JWCA
1045
J.W. Cole Advisors
Florida
$455K -$115K -206 -18%
VA
1046
Valmark Advisers
Ohio
$455K +$123K +220 +31%
FCI
1047
Financial Counselors Inc
Kansas
$453K +$21.7K +39 +4%
FWTB
1048
First Western Trust Bank
Colorado
$451K
PWMG
1049
Prestige Wealth Management Group
New Jersey
$451K -$2.78K -5 -0.5%
GIA
1050
Gladstone Institutional Advisory
Florida
$450K -$3.67M -6,596 -88%

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.