MCK icon

McKesson
MCK

Overview Fund Activity

1,553 hedge funds and large institutions have $59.1B invested in McKesson in 2024 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 556 increasing their positions, 578 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
+80
Holders Change %
+5.43%
% of All Funds
22.51%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.59%
New
169
Increased
556
Reduced
578
Closed
69
Calls
$472M
Puts
$548M
Net Calls
-$76.5M
Net Calls Change
-$77.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.22B
2
LPC
Lone Pine Capital
Connecticut
+$301M
3
Bessemer Group
Bessemer Group
New Jersey
+$183M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$178M
5
BGCP
Bristol Gate Capital Partners
Ontario, Canada
+$97.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.4B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$882M
3
Swedbank
Swedbank
Sweden
-$577M
4
Invesco
Invesco
Georgia
-$286M
5
Amundi
Amundi
France
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
1201
FAS Wealth Partners
Kansas
$312K +$1.07K +2 +0.3%
GC
1202
Grimes & Company
Massachusetts
$312K -$1.07K -2 -0.3%
MWM
1203
Mosley Wealth Management
California
$311K -$11.8K -22 -4%
BMCM
1204
Burns Matteson Capital Management
New York
$309K +$2.68K +5 +0.9%
PIM
1205
Penobscot Investment Management
Massachusetts
$309K -$11.8K -22 -4%
CCG
1206
Catalina Capital Group
California
$308K +$308K +574 New
SWP
1207
Strategic Wealth Partners
Ohio
$308K +$308K +573 New
BHBT
1208
Burke & Herbert Bank & Trust
Virginia
$307K – – –
RMC
1209
Resources Management Corp
Connecticut
$307K +$13.4K +25 +5%
CPIG
1210
Chicago Partners Investment Group
Illinois
$307K +$3.19K +6 +1%
CPC
1211
Consolidated Planning Corp
Georgia
$307K +$307K +571 New
GHAM
1212
Gilman Hill Asset Management
Connecticut
$307K – – –
MG
1213
Mather Group
Illinois
$302K -$9.72K -21 -3%
GWMR
1214
GC Wealth Management RIA
Massachusetts
$302K +$58.5K +109 +24%
MMA
1215
Miracle Mile Advisors
California
$301K +$31.7K +59 +12%
CFS
1216
CRA Financial Services
New Jersey
$298K – – –
WQ
1217
Wealth Quarterback
New Jersey
$298K +$298K +555 New
IPW
1218
Impact Partnership Wealth
Georgia
$298K +$537 +1 +0.2%
GAG
1219
GM Advisory Group
New York
$295K +$6.98K +13 +2%
ECM
1220
EagleClaw Capital Management
Massachusetts
$295K -$26.8K -50 -8%
CBNLCF
1221
Cognios Beta Neutral Large Cap Fund
Kansas
$295K -$8.59K -16 -3%
MWPCG
1222
Measured Wealth Private Client Group
New Hampshire
$294K +$294K +548 New
CPA
1223
Clear Point Advisors
New York
$294K +$537 +1 +0.2%
Kovitz Investment Group Partners
1224
Kovitz Investment Group Partners
Illinois
$291K +$291K +543 New
PSA
1225
Plum Street Advisors
Louisiana
$290K +$290K +586 New
47 48
49
50 51