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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
PFP
1226
Paragon Financial Partners
California
$266K
GAG
1227
GM Advisory Group
New York
$266K
NW
1228
NewEdge Wealth
Pennsylvania
$264K +$297K +534 New
AHB
1229
Abner Herrman & Brock
New Jersey
$264K -$3.11M -5,587 -91%
KWMG
1230
King Wealth Management Group
Florida
$264K +$297K +534 New
QCIG
1231
Quad-Cities Investment Group
Iowa
$260K
VWA
1232
Visionary Wealth Advisors
Illinois
$260K +$51.8K +93 +22%
DFS
1233
Dixon Fnancial Services
California
$260K
ECM
1234
EagleClaw Capital Management
Massachusetts
$260K
FBFS
1235
First Business Financial Services
Wisconsin
$259K
LRIA
1236
Leonard Rickey Investment Advisors
Washington
$258K +$6.68K +12 +2%
AW
1237
Alaethes Wealth
Nevada
$258K +$86.3K +155 +42%
SIMG
1238
Sonora Investment Management Group
Arizona
$258K +$4.46K +8 +2%
LAM
1239
L2 Asset Management
Massachusetts
$258K +$10K +18 +4%
EB
1240
Eastern Bank
Massachusetts
$258K +$290K +521 New
AFP
1241
Ausdal Financial Partners
Iowa
$257K -$16.1K -29 -5%
BWM
1242
Baron Wealth Management
Michigan
$257K -$26.7K -48 -8%
GWMR
1243
GC Wealth Management RIA
Massachusetts
$257K -$9.47K -17 -3%
FRM
1244
Fox Run Management
Connecticut
$255K -$1.85M -3,331 -87%
CA
1245
Continuum Advisory
Idaho
$255K -$40.6K -73 -15%
FCG
1246
Fielder Capital Group
Tennessee
$254K -$6.68K -12 -2%
LSA
1247
Leonteq Securities AG
Switzerland
$254K +$166K +299 +139%
WQ
1248
Wealth Quarterback
New Jersey
$252K -$19.5K -35 -6%
BMMM
1249
Boston Mountain Money Management
Arkansas
$251K +$5.57K +10 +2%
WFA
1250
Wellspring Financial Advisors
Ohio
$251K +$31.2K +56 +12%

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.