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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 %
SAG
1026
SageView Advisory Group
California
$471K -$334K -676 -41%
TCMP
1027
Thrive Capital Management (Pennsylvania)
Pennsylvania
$469K -$13.9K -28 -3%
PP
1028
PDS Planning
Ohio
$469K +$21.8K +44 +5%
ADL
1029
Asset Dedication LLC
California
$465K -$16.3K -33 -3%
TAM
1030
Todd Asset Management
Kentucky
$464K -$20M -40,481 -98%
TCA
1031
Transcend Capital Advisors
New Jersey
$463K +$8.41K +17 +2%
MGIA
1032
Moneta Group Investment Advisors
Missouri
$461K +$1.48K +3 +0.3%
GLLW
1033
Graves Light Lenhart Wealth
Virginia
$460K – – –
SM
1034
Sweeney & Michel
California
$459K +$509 +1 +0.1%
TPWA
1035
Twin Peaks Wealth Advisors
California
$458K -$1.98K -4 -0.4%
JWCA
1036
J.W. Cole Advisors
Florida
$455K -$102K -206 -18%
VA
1037
Valmark Advisers
Ohio
$455K +$109K +220 +31%
FCI
1038
Financial Counselors Inc
Kansas
$453K +$19.3K +39 +4%
FWTB
1039
First Western Trust Bank
Colorado
$451K – – –
PWMG
1040
Prestige Wealth Management Group
New Jersey
$451K -$2.48K -5 -0.5%
GIA
1041
Gladstone Institutional Advisory
Florida
$450K -$3.26M -6,596 -88%
VFP
1042
Verus Financial Partners
Virginia
$449K -$48.9K -98 -10%
SAM
1043
S.A. Mason
Michigan
$445K – – –
SAI
1044
Systematic Alpha Investments
New Jersey
$445K – – –
CFM
1045
Catalyst Funds Management
Australia
$445K +$148K +300 +50%
RCM
1046
Raleigh Capital Management
North Carolina
$441K -$52.9K -107 -11%
MCM
1047
Manchester Capital Management
Vermont
$440K – – –
HBT
1048
Heartland Bank & Trust
Illinois
$440K -$12.9K -26 -3%
WBCM
1049
Wilson & Boucher Capital Management
California
$436K -$10.4K -21 -2%
PSP
1050
Pacific Sage Partners
Washington
$436K +$247K +500 +131%
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