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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 %
WW
1226
Westshore Wealth
California
$322K – – –
OWM
1227
OneAscent Wealth Management
Alabama
$321K -$26.8K -47 -8%
LBC
1228
Leigh Baldwin & Co
New York
$321K +$321K +563 New
SCM
1229
Stevens Capital Management
Pennsylvania
$320K +$320K +561 New
PCM
1230
Permanent Capital Management
Illinois
$320K +$320K +560 New
LFA
1231
Legacy Financial Advisors
Kentucky
$318K +$35.3K +62 +13%
IC
1232
Iconiq Capital
California
$318K +$318K +558 New
PS
1233
Planned Solutions
California
$315K – – –
CFS
1234
CRA Financial Services
New Jersey
$315K +$1.71K +3 +0.5%
AGWCA
1235
Annis Gardner Whiting Capital Advisors
Florida
$315K -$2.85K -5 -0.9%
FWM
1236
ForthRight Wealth Management
Georgia
$314K – – –
WPA
1237
West Paces Advisors
Georgia
$313K – – –
KG
1238
Kieckhefer Group
Wisconsin
$313K +$313K +550 New
CPA
1239
Clear Point Advisors
New York
$313K +$570 +1 +0.2%
PCP
1240
Proficio Capital Partners
Massachusetts
$313K +$313K +549 New
SS
1241
SBI Securities
Japan
$312K +$312K +547 New
DMBA
1242
Deseret Mutual Benefit Administrators
Utah
$311K -$55.3K -97 -15%
AWA
1243
AGH Wealth Advisors
Kansas
$309K +$309K +543 New
LRIA
1244
Leonard Rickey Investment Advisors
Washington
$307K +$9.12K +16 +3%
BCM
1245
Bayesian Capital Management
New York
$307K +$307K +538 New
GAG
1246
GM Advisory Group
New York
$306K – – –
PFP
1247
Paragon Financial Partners
California
$306K -$1.14K -2 -0.4%
SYBT
1248
Stock Yards Bank & Trust
Kentucky
$304K -$65.5K -115 -18%
FRM
1249
Fox Run Management
Connecticut
$303K +$9.12K +16 +3%
AO
1250
Advisor OS
Illinois
$302K +$302K +530 New
48 49
50
51 52