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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
PSA
1201
Plum Street Advisors
Louisiana
$290K +$326K +586 New
MSA
1202
Marathon Strategic Advisors
Pennsylvania
$288K
TW
1203
TritonPoint Wealth
Maryland
$287K +$55.7K +100 +21%
SQA
1204
Simon Quick Advisors
New Jersey
$285K +$8.91K +16 +3%
PIM
1205
Penobscot Investment Management
Massachusetts
$284K
CCI
1206
Credit Capital Investments
New Jersey
$284K +$320K +575 New
GHAM
1207
Gilman Hill Asset Management
Connecticut
$282K
BHBT
1208
Burke & Herbert Bank & Trust
Virginia
$280K -$2.78K -5 -0.9%
DFCM
1209
Dark Forest Capital Management
Puerto Rico
$279K +$315K +565 New
WW
1210
Westshore Wealth
California
$279K -$8.91K -16 -3%
AT
1211
American Trust
Kentucky
$278K -$443K -795 -59%
AGWCA
1212
Annis Gardner Whiting Capital Advisors
Florida
$276K -$137K -246 -31%
BAAM
1213
Baker Avenue Asset Management
California
$276K +$79.6K +143 +35%
MWPCG
1214
Measured Wealth Private Client Group
New Hampshire
$275K -$31.2K -56 -9%
SG
1215
StoneX Group
New York
$274K -$12.3K -22 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1216
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$274K +$52.3K +94 +20%
PS
1217
Planned Solutions
California
$273K
BFG
1218
Berger Financial Group
Minnesota
$273K +$61.8K +111 +25%
FWM
1219
ForthRight Wealth Management
Georgia
$272K -$32.9K -59 -10%
WPA
1220
West Paces Advisors
Georgia
$272K -$5.57K -10 -2%
CFS
1221
CRA Financial Services
New Jersey
$272K
CPA
1222
Clear Point Advisors
New York
$271K +$557 +1 +0.2%
EFM
1223
E Fund Management
China
$269K +$32.3K +58 +12%
MPM
1224
MBB Public Markets
Illinois
$267K -$4.93M -8,857 -94%
MA
1225
MKT Advisors
California
$267K -$66.8K -120 -18%

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.