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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
PJWM
1151
Philip James Wealth Mangement
Georgia
$323K +$364K +653 New
PP
1152
Pegasus Partners
Wisconsin
$321K
SAI
1153
Savvy Advisors Inc
New York
$321K +$361K +648 New
SYBT
1154
Stock Yards Bank & Trust
Kentucky
$320K -$1.67K -3 -0.5%
EFG
1155
Ethos Financial Group
Pennsylvania
$320K -$42.3K -76 -11%
FFA
1156
Fairfield Financial Advisors
Massachusetts
$320K +$169K +304 +89%
CTA
1157
Chesley Taft & Associates
Illinois
$320K
KCM
1158
Kanawha Capital Management
Virginia
$319K -$20.6K -37 -5%
FNBT
1159
FineMark National Bank & Trust
Florida
$318K -$38.4K -69 -10%
TFA
1160
Tranquilli Financial Advisor
New Jersey
$318K -$1.67K -3 -0.5%
CNB
1161
Camden National Bank
Maine
$318K +$359K +644 New
DMBA
1162
Deseret Mutual Benefit Administrators
Utah
$318K -$10K -18 -3%
FWP
1163
FAS Wealth Partners
Kansas
$317K
FFA
1164
First Foundation Advisors
California
$316K
SDWIA
1165
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$316K
CCM
1166
Chiron Capital Management
Florida
$316K
YIA
1167
YHB Investment Advisors
Connecticut
$315K
KC
1168
Kades & Cheifetz
Pennsylvania
$313K +$557 +1 +0.2%
LPAM
1169
Lodestar Private Asset Management
California
$313K
QPWM
1170
Quadrant Private Wealth Management
Pennsylvania
$313K -$12.8K -23 -4%
ASG
1171
Ariston Services Group
California
$312K
PPG
1172
Peak Planning Group
Colorado
$312K -$166K -298 -32%
DAS
1173
Dynamic Advisor Solutions
Arizona
$311K -$18.4K -33 -5%
CA
1174
Commerzbank Aktiengesellschaft
Germany
$311K +$116K +209 +50%
FS
1175
Ferguson Shapiro
Georgia
$311K

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.