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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
TA
1076
TruWealth Advisors
Louisiana
$530K +$268K +482 +113%
BWP
1077
Balboa Wealth Partners
Arizona
$529K +$46.8K +84 +10%
SM
1078
Sweeney & Michel
California
$529K +$557 +1 +0.1%
PP
1079
PDS Planning
Ohio
$528K +$6.68K +12 +1%
WBCM
1080
Wilson & Boucher Capital Management
California
$527K +$60.7K +109 +14%
PWMAG
1081
Pinnacle Wealth Management Advisory Group
New Jersey
$527K +$17.3K +31 +4%
DM
1082
Deerfield Management
New York
$527K +$502K +902 New
SAM
1083
S.A. Mason
Michigan
$526K
SAI
1084
Systematic Alpha Investments
New Jersey
$526K
FRA
1085
Frank Rimerman Advisors
California
$526K +$498K +894 +14,900%
OFS
1086
OneAscent Financial Services
Alabama
$524K -$13.4K -24 -3%
CA
1087
Crewe Advisors
Utah
$523K -$6.68K -12 -1%
DWT
1088
Dorsey & Whitney Trust
South Dakota
$520K +$25.1K +45 +5%
MCM
1089
Manchester Capital Management
Vermont
$520K
RWPA
1090
Richard W. Paul & Associates
Michigan
$519K +$5.57K +10 +1%
VSQM
1091
V-Square Quantitative Management
Illinois
$519K -$71.3K -128 -13%
PCM
1092
Penserra Capital Management
California
$515K -$22.3K -40 -4%
LWM
1093
Lodestone Wealth Management
Washington
$514K -$13.4K -24 -3%
FCI
1094
Financial Counselors Inc
Kansas
$512K -$35.6K -64 -7%
MMA
1095
Miracle Mile Advisors
California
$510K +$174K +313 +56%
CA
1096
CoreCap Advisors
Michigan
$509K -$55.7K -100 -10%
HIP
1097
HUB Investment Partners
Texas
$508K +$47.9K +86 +11%
RMDI
1098
R.M. Davis Inc
Maine
$505K
SRL
1099
Scientech Research LLC
New Jersey
$505K +$481K +864 New
AC
1100
ASB Consultores
Florida
$501K -$257K -462 -35%

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.