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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 %
BMMM
1251
Boston Mountain Money Management
Arkansas
$268K +$268K +498 New
ST
1252
Smithfield Trust
Pennsylvania
$267K +$16.8K +31 +7%
LFA
1253
Legacy Financial Advisors
Kentucky
$266K -$2.15K -4 -0.8%
AIS
1254
AM Investment Strategies
Tennessee
$266K – – –
KP
1255
Keel Point
Alabama
$265K +$9.13K +17 +4%
DWA
1256
Delap Wealth Advisory
Oregon
$265K +$265K +493 New
AT
1257
Arden Trust
Delaware
$264K – – –
VPP
1258
Vertex Planning Partners
Illinois
$264K -$31.7K -59 -11%
BB
1259
Bell Bank
North Dakota
$264K -$12.9K -24 -5%
PAG
1260
Private Advisory Group
Washington
$264K -$602K -1,121 -70%
CCA
1261
Childress Capital Advisors
Texas
$263K -$45.1K -84 -15%
ASC
1262
Atalanta Sosnoff Capital
New York
$263K +$263K +490 New
WSTAM
1263
Wilbanks Smith & Thomas Asset Management
Virginia
$263K +$263K +489 New
PHAM
1264
Palisades Hudson Asset Management
Florida
$261K – – –
WF
1265
Wayfinding Financial
Washington
$260K +$260K +479 New
IF
1266
Intrua Financial
Texas
$259K +$259K +483 New
PCP
1267
Proficio Capital Partners
Massachusetts
$259K +$7.52K +14 +3%
OTL
1268
Oak Thistle LLC
New York
$258K +$258K +481 New
SOS
1269
Silver Oak Securities
Tennessee
$258K -$3.22K -6 -1%
LIM
1270
Leavell Investment Management
Alabama
$254K – – –
MAP
1271
Moody Aldrich Partners
Massachusetts
$254K -$537 -1 -0.2%
SDAM
1272
Shulman DeMeo Asset Management
New York
$253K +$537 +1 +0.2%
LAM
1273
L2 Asset Management
Massachusetts
$252K +$17.2K +32 +7%
GWAG
1274
Garrett Wealth Advisory Group
Texas
$252K – – –
VA
1275
Verdad Advisers
Massachusetts
$252K +$252K +469 New
49 50
51
52 53