We are live on ! Find out more
MCK icon

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
CAAS
1176
Capital Asset Advisory Services
Michigan
$403K +$3.9K +7 +1%
LWP
1177
LMG Wealth Partners
Louisiana
$402K
AWM
1178
Axxcess Wealth Management
California
$402K +$2.78K +5 +0.7%
MIM
1179
Marco Investment Management
Georgia
$401K
FTWA
1180
Fifth Third Wealth Advisors
Ohio
$401K +$382K +686 New
KCM
1181
Kanawha Capital Management
Virginia
$399K +$14.5K +26 +4%
PCM
1182
Princeton Capital Management
New Jersey
$398K
DCM
1183
Donaldson Capital Management
Indiana
$397K +$30.1K +54 +9%
TPI
1184
Trust Point Inc
Wisconsin
$397K -$153K -274 -29%
EWA
1185
Etesian Wealth Advisors
Oregon
$395K -$36.7K -66 -9%
CWG
1186
Cornerstone Wealth Group
North Carolina
$394K +$15K +27 +4%
BCMO
1187
Buckingham Capital Management (Ohio)
Ohio
$394K
NB
1188
NBT Bank
New York
$393K -$13.9K -25 -4%
MA
1189
MKT Advisors
California
$391K
GBT
1190
Grove Bank & Trust
Florida
$388K -$5.57K -10 -1%
DAS
1191
Dynamic Advisor Solutions
Arizona
$387K -$3.34K -6 -0.9%
DMBA
1192
Deseret Mutual Benefit Administrators
Utah
$386K -$4.45K -8 -1%
SAM
1193
Sompo Asset Management
Japan
$385K +$22.3K +40 +6%
NRD
1194
Nebula Research & Development
New York
$385K +$86.3K +155 +31%
QPWM
1195
Quadrant Private Wealth Management
Pennsylvania
$382K +$12.8K +23 +4%
SYBT
1196
Stock Yards Bank & Trust
Kentucky
$380K
PP
1197
Pegasus Partners
Wisconsin
$380K
TFA
1198
Tranquilli Financial Advisor
New Jersey
$379K -$2.78K -5 -0.8%
IA
1199
IFG Advisory
Georgia
$379K +$361K +648 New
CTA
1200
Chesley Taft & Associates
Illinois
$378K

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.