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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 %
Fisher Asset Management
1051
Fisher Asset Management
Washington
$470K +$62.3K +116 +15%
PWMAG
1052
Pinnacle Wealth Management Advisory Group
New Jersey
$468K -$156K -290 -25%
SCP
1053
Sivia Capital Partners
California
$465K +$537 +1 +0.1%
CIS
1054
Custom Index Systems
New York
$465K +$163K +303 +54%
RMDI
1055
R.M. Davis Inc
Maine
$464K -$38.1K -71 -8%
HAG
1056
HF Advisory Group
Maryland
$462K +$115K +215 +33%
TF
1057
Tompkins Financial
New York
$459K – – –
SS
1058
Sunbelt Securities
Texas
$454K +$44.6K +83 +11%
DWT
1059
Dorsey & Whitney Trust
South Dakota
$454K +$4.83K +9 +1%
OWA
1060
Opal Wealth Advisors
New York
$454K +$116K +216 +34%
I2I
1061
Insight 2811 Inc
Illinois
$451K – – –
1W
1062
1776 Wealth
Georgia
$450K – – –
GL
1063
Graypoint LLC
New York
$446K +$26.8K +50 +6%
SSA
1064
Schonfeld Strategic Advisors
New York
$446K -$5.38M -10,026 -92%
CIG
1065
Cullen Investment Group
Louisiana
$445K -$16.5K -31 -4%
PWPS
1066
Pinnacle Wealth Planning Services
Ohio
$443K -$2.15K -4 -0.5%
BWP
1067
Balboa Wealth Partners
Arizona
$442K +$44.6K +83 +11%
BCM
1068
BluePath Capital Management
Georgia
$441K +$113K +210 +34%
CPCM
1069
Cardinal Point Capital Management
Ontario, Canada
$437K – – –
BWA
1070
Burt Wealth Advisors
Maryland
$436K – – –
GFA
1071
Gallagher Fiduciary Advisors
Illinois
$435K – – –
GI
1072
GAMMA Investing
California
$435K +$81.1K +151 +23%
MA
1073
MCF Advisors
Kentucky
$435K -$537 -1 -0.1%
AP
1074
Adero Partners
California
$433K -$93.9K -175 -18%
CFP
1075
Catalyst Financial Partners
Massachusetts
$432K +$4.21K +8 +1%
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43
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