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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
AT
1051
Arlington Trust
Alabama
$575K
BCG
1052
BayBridge Capital Group
California
$573K +$16.1K +29 +3%
DWM
1053
Drive Wealth Management
Utah
$572K +$15K +27 +3%
TCMP
1054
Thrive Capital Management (Pennsylvania)
Pennsylvania
$570K +$312K +561 +135%
CC
1055
Courier Capital
New York
$569K
FCCM
1056
First City Capital Management
Georgia
$569K
PCA
1057
Pallas Capital Advisors
Massachusetts
$569K +$220K +395 +67%
ADL
1058
Asset Dedication LLC
California
$568K +$362K +650 +201%
OA
1059
Operose Advisors
Wisconsin
$564K
PL
1060
Plancorp LLC
Missouri
$564K +$2.78K +5 +0.5%
BOM
1061
Bank of Marin
California
$561K
ACS
1062
Archford Capital Strategies
Illinois
$554K -$6.68K -12 -1%
SWA
1063
Stratos Wealth Advisors
Ohio
$547K +$193K +347 +59%
GLLW
1064
Graves Light Lenhart Wealth
Virginia
$545K
TPWA
1065
Twin Peaks Wealth Advisors
California
$544K +$3.34K +6 +0.6%
MGIA
1066
Moneta Group Investment Advisors
Missouri
$543K -$3.34K -6 -0.6%
PPG
1067
Peak Planning Group
Colorado
$543K +$518K +930 New
MG
1068
Mather Group
Illinois
$539K +$195K +351 +54%
SB
1069
Simmons Bank
Arkansas
$538K +$5.01K +9 +1%
TCA
1070
Transcend Capital Advisors
New Jersey
$537K +$512K +920 New
WPW
1071
Waldron Private Wealth
Pennsylvania
$537K +$557 +1 +0.1%
PWMG
1072
Prestige Wealth Management Group
New Jersey
$536K -$22.3K -40 -4%
HBT
1073
Heartland Bank & Trust
Illinois
$535K -$47.9K -86 -9%
FWTB
1074
First Western Trust Bank
Colorado
$533K
WWM
1075
WT Wealth Management
Arizona
$531K +$2.78K +5 +0.6%

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.