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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
VFP
1051
Verus Financial Partners
Virginia
$449K -$54.6K -98 -10%
SAM
1052
S.A. Mason
Michigan
$445K
SAI
1053
Systematic Alpha Investments
New Jersey
$445K
CFM
1054
Catalyst Funds Management
Australia
$445K +$167K +300 +50%
RCM
1055
Raleigh Capital Management
North Carolina
$441K -$59.6K -107 -11%
MCM
1056
Manchester Capital Management
Vermont
$440K
HBT
1057
Heartland Bank & Trust
Illinois
$440K -$14.5K -26 -3%
WBCM
1058
Wilson & Boucher Capital Management
California
$436K -$11.7K -21 -2%
PSP
1059
Pacific Sage Partners
Washington
$436K +$278K +500 +131%
AC
1060
ASB Consultores
Florida
$435K +$11.7K +21 +2%
RWPA
1061
Richard W. Paul & Associates
Michigan
$433K -$7.8K -14 -2%
LWM
1062
Lodestone Wealth Management
Washington
$432K -$2.78K -5 -0.6%
HWA
1063
Heritage Wealth Advisors
Virginia
$430K +$201K +361 +71%
RMDI
1064
R.M. Davis Inc
Maine
$428K +$557 +1 +0.1%
PWMAG
1065
Pinnacle Wealth Management Advisory Group
New Jersey
$426K -$22.8K -41 -5%
CFP
1066
Catalyst Financial Partners
Massachusetts
$425K +$6.13K +11 +1%
AFG
1067
Atomi Financial Group
New York
$425K -$197K -354 -29%
MWA
1068
Midland Wealth Advisors
Illinois
$424K
HIP
1069
HUB Investment Partners
Texas
$422K -$9.47K -17 -2%
HCM
1070
Howard Capital Management
Georgia
$420K +$473K +849 New
Fiera Capital (Canada)
1071
Fiera Capital (Canada)
Quebec, Canada
$419K +$21.2K +38 +5%
I2I
1072
Insight 2811 Inc
Illinois
$416K
CAMG
1073
CWA Asset Management Group
Florida
$416K +$468K +841 New
MG
1074
Mather Group
Illinois
$416K -$90.2K -162 -16%
WWM
1075
WT Wealth Management
Arizona
$415K -$52.9K -95 -10%

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.