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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 %
EWA
1101
Etesian Wealth Advisors
Oregon
$399K -$76.2K -142 -16%
EW
1102
Evoke Wealth
California
$399K +$399K +742 New
FFM
1103
Fullerton Fund Management
Singapore
$397K +$397K +739 New
CMF
1104
Counterpoint Mutual Funds
California
$394K +$394K +734 New
FA
1105
FDx Advisors
Illinois
$394K -$538K -1,003 -58%
CAC
1106
Certified Advisory Corp
Florida
$393K +$536 +1 +0.1%
BG
1107
Bahl & Gaynor
Ohio
$392K -$5.37K -10 -1%
MAM
1108
Marotta Asset Management
Virginia
$390K -$109K -203 -22%
GIM
1109
Greylin Investment Management
Virginia
$387K -$148K -275 -28%
GWSG
1110
GPS Wealth Strategies Group
Colorado
$382K -$18.3K -34 -5%
DWM
1111
Defined Wealth Management
Oregon
$382K – – –
SMA
1112
Sage Mountain Advisors
Georgia
$381K +$18.8K +35 +5%
SIM
1113
Sentry Investment Management
Wisconsin
$380K – – –
First Manhattan
1114
First Manhattan
New York
$380K -$5.38K -10 -1%
FCA
1115
FinTrust Capital Advisors
South Carolina
$377K – – –
LFA
1116
LGT Financial Advisors
Texas
$377K -$29K -54 -7%
HAIM
1117
Hunter Associates Investment Management
Pennsylvania
$376K – – –
Two Sigma Advisers
1118
Two Sigma Advisers
New York
$376K +$376K +700 New
DIM
1119
Delta Investment Management
California
$375K -$9.66K -18 -3%
NB
1120
NBT Bank
New York
$375K – – –
FB
1121
First Bancorp
Maine
$373K – – –
MPM
1122
Meritage Portfolio Management
Kansas
$373K +$1.07K +2 +0.3%
HB
1123
HTLF Bank
Colorado
$372K -$1.07K -2 -0.3%
EFG
1124
Ethos Financial Group
Pennsylvania
$372K +$90.9K +169 +32%
AWA
1125
Arkadios Wealth Advisors
Georgia
$371K +$2.15K +4 +0.6%
43 44
45
46 47