MCK icon

McKesson
MCK

Overview Fund Activity

1,530 hedge funds and large institutions have $52.9B invested in McKesson in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 512 increasing their positions, 650 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
-87
Holders Change %
-5.38%
% of All Funds
22.13%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.48%
New
109
Increased
512
Reduced
650
Closed
173
Calls
$980M
Puts
$613M
Net Calls
+$367M
Net Calls Change
+$329M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$1.1B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$448M
3
CG
Carmignac Gestion
France
+$234M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$217M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$211M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$328M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$255M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$224M
5
Marshall Wace
Marshall Wace
United Kingdom
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1126
Princeton Capital Management
New Jersey
$337K – – –
4WM
1127
49 Wealth Management
Texas
$336K -$34.6K -70 -9%
BCMO
1128
Buckingham Capital Management (Ohio)
Ohio
$333K – – –
PPWM
1129
Paragon Private Wealth Management
Kentucky
$332K +$129K +261 +64%
NFG
1130
Nations Financial Group
Iowa
$331K -$49.4K -100 -13%
SAM
1131
Sompo Asset Management
Japan
$331K +$4.94K +10 +2%
MWM
1132
Mosley Wealth Management
California
$329K +$48.8K +96 +17%
FIM
1133
Freedom Investment Management
Connecticut
$328K -$198K -400 -38%
KCPG
1134
Kavar Capital Partners Group
Kansas
$327K -$57.8K -117 -15%
SWP
1135
Strategic Wealth Partners
Ohio
$326K +$40.5K +82 +14%
SMA
1136
Sage Mountain Advisors
Georgia
$326K -$52.4K -106 -14%
MMA
1137
Miracle Mile Advisors
California
$325K -$107K -217 -25%
EWA
1138
Etesian Wealth Advisors
Oregon
$325K -$9.89K -20 -3%
CA
1139
CoreCap Advisors
Michigan
$324K -$107K -216 -25%
MW
1140
Marcum Wealth
Ohio
$323K -$48.9K -99 -13%
PJWM
1141
Philip James Wealth Mangement
Georgia
$323K +$323K +653 New
PP
1142
Pegasus Partners
Wisconsin
$321K – – –
SAI
1143
Savvy Advisors Inc
New York
$321K +$321K +648 New
SYBT
1144
Stock Yards Bank & Trust
Kentucky
$320K -$1.48K -3 -0.5%
EFG
1145
Ethos Financial Group
Pennsylvania
$320K -$37.6K -76 -11%
FFA
1146
Fairfield Financial Advisors
Massachusetts
$320K +$150K +304 +89%
CTA
1147
Chesley Taft & Associates
Illinois
$320K – – –
KCM
1148
Kanawha Capital Management
Virginia
$319K -$18.3K -37 -5%
FNBT
1149
FineMark National Bank & Trust
Florida
$318K -$34.1K -69 -10%
TFA
1150
Tranquilli Financial Advisor
New Jersey
$318K -$1.48K -3 -0.5%
44 45
46
47 48