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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
FNBTCON
1101
First National Bank & Trust Co of Newtown
Pennsylvania
$377K
HCM
1102
Hollencrest Capital Management
California
$373K
LA
1103
LVW Advisors
New York
$372K -$148K -265 -26%
IAS
1104
Insigneo Advisory Services
Florida
$366K -$35.1K -63 -8%
VVP
1105
Venture Visionary Partners
Ohio
$364K -$13.4K -24 -3%
FCA
1106
FinTrust Capital Advisors
South Carolina
$364K
HB
1107
HTLF Bank
Colorado
$360K
MAM
1108
Marotta Asset Management
Virginia
$360K
DWM
1109
Defined Wealth Management
Oregon
$358K +$4.46K +8 +1%
KI
1110
Kapitalo Investimentos
Brazil
$357K +$164K +294 +69%
ICP
1111
Interchange Capital Partners
Pennsylvania
$357K -$5.57K -10 -1%
FTWA
1112
Fifth Third Wealth Advisors
Ohio
$357K +$20K +36 +5%
BG
1113
Bahl & Gaynor
Ohio
$356K
AAP
1114
Arax Advisory Partners
Colorado
$356K +$78.5K +141 +24%
CAC
1115
Certified Advisory Corp
Florida
$355K -$10K -18 -2%
ODA
1116
One Degree Advisors
California
$354K -$9.47K -17 -2%
GWSG
1117
GPS Wealth Strategies Group
Colorado
$352K
First Manhattan
1118
First Manhattan
New York
$350K
DIM
1119
Delta Investment Management
California
$350K
WA
1120
Wealth Alliance
New York
$347K -$46.2K -83 -11%
BFWM
1121
Bright Futures Wealth Management
New York
$347K -$5.01K -9 -1%
PAM
1122
Palisade Asset Management
Minnesota
$346K -$1.36M -2,450 -78%
GFA
1123
Gallagher Fiduciary Advisors
Illinois
$346K
TC
1124
TwinBeech Capital
New York
$346K -$9.97M -17,896 -96%
HAIM
1125
Hunter Associates Investment Management
Pennsylvania
$345K

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.