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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 %
ZIC
1076
ZWJ Investment Counsel
Georgia
$429K – – –
ODA
1077
One Degree Advisors
California
$429K -$15K -28 -3%
WBCM
1078
Wilson & Boucher Capital Management
California
$426K +$59K +110 +16%
HFM
1079
Harvest Fund Management
China
$424K +$307K +572 +261%
MWM
1080
Modera Wealth Management
New Jersey
$423K +$6.44K +12 +2%
HIP
1081
HUB Investment Partners
Texas
$421K +$421K +784 New
QCM
1082
Qsemble Capital Management
New York
$419K +$419K +781 New
KCPG
1083
Kavar Capital Partners Group
Kansas
$418K +$418K +779 New
BFWM
1084
Bright Futures Wealth Management
New York
$418K +$418K +704 New
SAF
1085
Smith Anglin Financial
Texas
$417K +$537 +1 +0.1%
AGWCA
1086
Annis Gardner Whiting Capital Advisors
Florida
$415K +$142K +264 +52%
GC
1087
Gratus Capital
Georgia
$413K +$537 +1 +0.1%
NFG
1088
Nations Financial Group
Iowa
$413K – – –
PWA
1089
Provenance Wealth Advisors
Florida
$413K +$196K +365 +90%
SC
1090
Sawyer & Company
Massachusetts
$412K – – –
FNBTCON
1091
First National Bank & Trust Co of Newtown
Pennsylvania
$410K – – –
OA
1092
Oxbow Advisors
Texas
$409K – – –
VVP
1093
Venture Visionary Partners
Ohio
$409K – – –
PFA
1094
Pure Financial Advisors
California
$408K -$86.5K -161 -17%
WA
1095
Waverly Advisors
Alabama
$407K +$407K +758 New
HH
1096
Hilltop Holdings
Texas
$405K -$89.1K -166 -18%
HCM
1097
Hollencrest Capital Management
California
$405K -$26.8K -50 -6%
LCM
1098
LRT Capital Management
Texas
$403K -$1.25M -2,324 -76%
CAMG
1099
CWA Asset Management Group
Florida
$403K +$59.1K +110 +17%
MW
1100
Marcum Wealth
Ohio
$399K +$2.68K +5 +0.7%
42 43
44
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