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McKesson
MCK

Overview Fund Activity

1,530 hedge funds and large institutions have $52.9B invested in McKesson in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 512 increasing their positions, 650 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
-87
Holders Change %
-5.38%
% of All Funds
22.13%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.48%
New
109
Increased
512
Reduced
650
Closed
173
Calls
$980M
Puts
$613M
Net Calls
+$367M
Net Calls Change
+$329M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$1.1B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$448M
3
CG
Carmignac Gestion
France
+$234M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$217M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$211M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$328M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$255M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$224M
5
Marshall Wace
Marshall Wace
United Kingdom
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1226
Alaethes Wealth
Nevada
$258K +$76.7K +155 +42%
SIMG
1227
Sonora Investment Management Group
Arizona
$258K +$3.96K +8 +2%
LAM
1228
L2 Asset Management
Massachusetts
$258K +$8.9K +18 +4%
EB
1229
Eastern Bank
Massachusetts
$258K +$258K +521 New
AFP
1230
Ausdal Financial Partners
Iowa
$257K -$14.3K -29 -5%
BWM
1231
Baron Wealth Management
Michigan
$257K -$23.7K -48 -8%
GWMR
1232
GC Wealth Management RIA
Massachusetts
$257K -$8.41K -17 -3%
FRM
1233
Fox Run Management
Connecticut
$255K -$1.65M -3,331 -87%
CA
1234
Continuum Advisory
Idaho
$255K -$44.6K -73 -15%
FCG
1235
Fielder Capital Group
Tennessee
$254K -$5.94K -12 -2%
WQ
1236
Wealth Quarterback
New Jersey
$252K -$17.3K -35 -6%
BMMM
1237
Boston Mountain Money Management
Arkansas
$251K +$4.94K +10 +2%
WFA
1238
Wellspring Financial Advisors
Ohio
$251K +$27.7K +56 +12%
MCWA
1239
Meadow Creek Wealth Advisors
Georgia
$250K -$989 -2 -0.4%
AWM
1240
Accurate Wealth Management
Florida
$250K -$142K -277 -36%
PCH
1241
PGIM Custom Harvest
New Jersey
$250K +$2.47K +5 +1%
BBA
1242
BLB&B Advisors
Pennsylvania
$249K – – –
AFAS
1243
Acorn Financial Advisory Services
Virginia
$248K – – –
SGCA
1244
Steel Grove Capital Advisors
Tennessee
$248K – – –
WFG
1245
Wills Financial Group
Virginia
$247K – – –
CPRC
1246
Consolidated Portfolio Review Corp
New York
$246K -$2.47K -5 -1%
CA
1247
Crewe Advisors
Utah
$246K -$197K -398 -44%
RCG
1248
Regatta Capital Group
California
$246K -$3.96K -8 -2%
IWA
1249
Icon Wealth Advisors
Texas
$246K +$39K +79 +19%
LFA
1250
Legacy Financial Advisors
Kentucky
$245K -$14.8K -30 -6%
48 49
50
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