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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
MWA
1101
Midland Wealth Advisors
Illinois
$501K -$16.7K -30 -3%
TF
1102
Tompkins Financial
New York
$499K
BIG
1103
Brooklyn Investment Group
New York
$498K
CFP
1104
Catalyst Financial Partners
Massachusetts
$496K +$15.6K +28 +3%
CPC
1105
Consolidated Planning Corp
Georgia
$495K +$154K +276 +48%
SS
1106
Sunbelt Securities
Texas
$495K +$557 +1 +0.1%
VA
1107
Verdad Advisers
Massachusetts
$494K +$209K +376 +80%
IAS
1108
Insigneo Advisory Services
Florida
$493K +$91.9K +165 +26%
I2I
1109
Insight 2811 Inc
Illinois
$491K
1W
1110
1776 Wealth
Georgia
$489K
FNT
1111
First Nebraska Trust
Nebraska
$488K
CIS
1112
Custom Index Systems
New York
$487K -$18.4K -33 -4%
Fisher Asset Management
1113
Fisher Asset Management
Washington
$484K -$25.6K -46 -5%
TSMHT
1114
Thurston Springer Miller Herd & Titak
Indiana
$484K +$461K +828 New
PWPS
1115
Pinnacle Wealth Planning Services
Ohio
$479K -$2.78K -5 -0.6%
CPCM
1116
Cardinal Point Capital Management
Ontario, Canada
$475K
BWA
1117
Burt Wealth Advisors
Maryland
$475K
Fiera Capital (Canada)
1118
Fiera Capital (Canada)
Quebec, Canada
$472K -$379K -681 -46%
AP
1119
Adero Partners
California
$472K +$1.11K +2 +0.2%
P
1120
&Partners
Tennessee
$471K +$449K +806 New
MWM
1121
Modera Wealth Management
New Jersey
$470K +$9.46K +17 +2%
AGWCA
1122
Annis Gardner Whiting Capital Advisors
Florida
$469K +$17.3K +31 +4%
ZIC
1123
ZWJ Investment Counsel
Georgia
$467K
MA
1124
MCF Advisors
Kentucky
$463K -$9.46K -17 -2%
O
1125
Ossiam
France
$461K -$222K -398 -34%

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.