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McKesson
MCK

Overview Fund Activity

1,648 hedge funds and large institutions have $63.4B invested in McKesson in 2024 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 546 increasing their positions, 621 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+118
Holders Change %
+7.71%
% of All Funds
21.94%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.48%
New
250
Increased
546
Reduced
621
Closed
98
Calls
$1.12B
Puts
$774M
Net Calls
+$343M
Net Calls Change
-$24.2M

Top Buyers

1
FCM
Farallon Capital Management
California
+$348M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$211M
3
Marshall Wace
Marshall Wace
United Kingdom
+$204M
4
Deutsche Bank
Deutsche Bank
Germany
+$167M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$155M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$456M
2
BlackRock
BlackRock
New York
-$390M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$322M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$241M
5
Bank of America
Bank of America
North Carolina
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1201
MorganRosel Wealth Management
Colorado
$348K -$665K -1,167 -66%
XF
1202
XML Financial
Maryland
$348K +$348K +611 New
PPW
1203
Parcion Private Wealth
Washington
$346K -$6.27K -11 -2%
AG
1204
AmeriFlex Group
Nevada
$346K +$346K +581 New
GC
1205
Grimes & Company
Massachusetts
$344K -$1.14K -2 -0.3%
GSEP
1206
Golden State Equity Partners
California
$344K +$98.6K +173 +40%
GFA
1207
Gallagher Fiduciary Advisors
Illinois
$343K -$55.9K -98 -14%
YIA
1208
YHB Investment Advisors
Connecticut
$343K -$19.9K -35 -5%
SAMC
1209
Spectrum Asset Management (California)
California
$342K – – –
HFAS
1210
Hummer Financial Advisory Services
Illinois
$342K – – –
GIM
1211
Groesbeck Investment Management
New Jersey
$342K – – –
HPBT
1212
Hickory Point Bank & Trust
Illinois
$342K +$342K +600 New
SA
1213
Strategic Advisors
New York
$341K – – –
PCM
1214
Polymer Capital Management
New York
$340K +$340K +597 New
PWPS
1215
Pinnacle Wealth Planning Services
Ohio
$337K -$129K -227 -28%
BFG
1216
Berger Financial Group
Minnesota
$337K +$22.8K +40 +7%
PSA
1217
Plum Street Advisors
Louisiana
$334K – – –
MSA
1218
Marathon Strategic Advisors
Pennsylvania
$332K – – –
TW
1219
TritonPoint Wealth
Maryland
$329K -$5.13K -9 -2%
PIM
1220
Penobscot Investment Management
Massachusetts
$328K – – –
GHAM
1221
Gilman Hill Asset Management
Connecticut
$325K – – –
NI
1222
Natural Investments
California
$325K +$325K +572 New
BHBT
1223
Burke & Herbert Bank & Trust
Virginia
$323K – – –
OFO
1224
OneAscent Family Office
Alabama
$323K +$323K +566 New
JSL
1225
JT Stratford LLC
Georgia
$322K -$701K -1,230 -69%
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