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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
TCM
1176
Teza Capital Management
Illinois
$310K -$2.91M -5,217 -89%
BWP
1177
Balboa Wealth Partners
Arizona
$310K -$155K -278 -31%
HBS
1178
Howard Bailey Securities
Indiana
$310K +$349K +627 New
TIA
1179
Tiemann Investment Advisors
California
$309K
WC
1180
Whitney & Co
New York
$309K
NB
1181
NBT Bank
New York
$308K -$27.8K -50 -7%
QL
1182
Quarry LP
New York
$308K +$175K +315 +102%
BWAM
1183
Boyd Watterson Asset Management
Ohio
$308K -$2.78K -5 -0.8%
NFSG
1184
Newbridge Financial Services Group
Florida
$307K -$467K -838 -57%
BMCM
1185
Burns Matteson Capital Management
New York
$307K -$347K -623 -50%
PPW
1186
Parcion Private Wealth
Washington
$306K +$344K +618 New
CWG
1187
Cornerstone Wealth Group
North Carolina
$303K -$34K -61 -9%
OWM
1188
OneAscent Wealth Management
Alabama
$302K +$7.24K +13 +2%
MPWT
1189
MassMutual Private Wealth & Trust
Connecticut
$302K -$50.7K -91 -13%
GC
1190
Grimes & Company
Massachusetts
$300K +$3.9K +7 +1%
HC
1191
Hamilton Capital
Ohio
$300K +$1.67K +3 +0.5%
HFAS
1192
Hummer Financial Advisory Services
Illinois
$297K
SAMC
1193
Spectrum Asset Management (California)
California
$297K
GIM
1194
Groesbeck Investment Management
New Jersey
$297K
Marshall Wace
1195
Marshall Wace
United Kingdom
$297K -$245M -439,413 -100%
NI
1196
NDVR Inc
Massachusetts
$296K +$6.68K +12 +2%
SA
1197
Strategic Advisors
New York
$295K -$278K -500 -46%
AWM
1198
Aviso Wealth Management
Washington
$290K +$2.78K +5 +0.9%
PCA
1199
Pallas Capital Advisors
Massachusetts
$290K -$228K -409 -42%
SIM
1200
Sentry Investment Management
Wisconsin
$290K

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.