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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 %
PFP
1226
Paragon Financial Partners
California
$289K – – –
EFM
1227
E Fund Management
China
$289K +$22.5K +42 +8%
PS
1228
Planned Solutions
California
$289K +$289K +538 New
FOA
1229
Five Oceans Advisors
California
$288K -$17.2K -32 -6%
BBP
1230
Banco BTG Pactual
Brazil
$285K +$285K +530 New
QCIG
1231
Quad-Cities Investment Group
Iowa
$284K – – –
FL
1232
Fort LP
Maryland
$284K -$41.3K -77 -13%
DFS
1233
Dixon Fnancial Services
California
$282K – – –
FBFS
1234
First Business Financial Services
Wisconsin
$281K – – –
TC
1235
Trilogy Capital
California
$280K +$280K +522 New
FCG
1236
Fielder Capital Group
Tennessee
$279K +$4.84K +9 +2%
PGWM
1237
Parisi Gray Wealth Management
New Jersey
$279K -$1.61K -3 -0.6%
SIMG
1238
Sonora Investment Management Group
Arizona
$276K – – –
NAG
1239
Northstar Advisory Group
New Jersey
$275K – – –
RCG
1240
Regatta Capital Group
California
$273K -$1.61K -3 -0.6%
SAM
1241
Smartleaf Asset Management
Massachusetts
$273K +$182K +337 +199%
HWA
1242
Heritage Wealth Advisors
Virginia
$273K – – –
SGCA
1243
Steel Grove Capital Advisors
Tennessee
$273K – – –
NRD
1244
Nebula Research & Development
New York
$271K +$271K +505 New
BBA
1245
BLB&B Advisors
Pennsylvania
$271K -$10.7K -20 -4%
AFAS
1246
Acorn Financial Advisory Services
Virginia
$269K – – –
TIA
1247
Tandem Investment Advisors
South Carolina
$269K -$12.9K -24 -5%
AC
1248
Abbrea Capital
California
$269K +$269K +500 New
WFG
1249
Wills Financial Group
Virginia
$268K – – –
AC
1250
AXQ Capital
New Jersey
$268K +$268K +500 New
48 49
50
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