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McKesson

1,631 hedge funds and large institutions have $65.2B invested in McKesson in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 643 increasing their positions, 550 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 76

17% more repeat investments, than reductions

Existing positions increased: 643 | Existing positions reduced: 550

10% more capital invested

Capital invested by funds: $59.2B → $65.2B (+$5.96B)

10% more funds holding in top 10

Funds holding in top 10: 4145 (+4)

4% more funds holding

Funds holding: 1,5641,631 (+67)

2.06% more ownership

Funds ownership: 84.06%86.12% (+2.1%)

6% more call options, than puts

Call options by funds: $678M | Put options by funds: $641M

Holders
1,631
Holders Change
+67
Holders Change %
+4.28%
% of All Funds
23.55%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.65%
New
159
Increased
643
Reduced
550
Closed
76
Calls
$678M
Puts
$641M
Net Calls
+$37.5M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1251
CRA Financial Services
New Jersey
$321K -$3.34K -6 -1%
CPA
1252
Clear Point Advisors
New York
$320K
WQ
1253
Wealth Quarterback
New Jersey
$318K -$5.57K -10 -2%
AL
1254
Aspiriant LLC
California
$317K -$35.1K -63 -10%
PFP
1255
Paragon Financial Partners
California
$315K
GAG
1256
GM Advisory Group
New York
$314K -$7.24K -13 -2%
GWMR
1257
GC Wealth Management RIA
Massachusetts
$313K -$14.5K -26 -5%
FCG
1258
Fielder Capital Group
Tennessee
$307K +$3.34K +6 +1%
QCIG
1259
Quad-Cities Investment Group
Iowa
$307K -$1.67K -3 -0.6%
LFA
1260
Legacy Financial Advisors
Kentucky
$307K +$16.7K +30 +6%
ECM
1261
EagleClaw Capital Management
Massachusetts
$307K -$13.9K -25 -5%
DFS
1262
Dixon Fnancial Services
California
$307K
FBFS
1263
First Business Financial Services
Wisconsin
$305K
IFG
1264
Independent Financial Group
California
$305K +$291K +522 New
VL
1265
Vima LLC
Michigan
$304K -$11.1K -20 -4%
FL
1266
Fort LP
Maryland
$300K -$8.91K -16 -3%
LRIA
1267
Leonard Rickey Investment Advisors
Washington
$298K +$70.7K +127 +33%
HWA
1268
Heritage Wealth Advisors
Virginia
$297K
MCWA
1269
Meadow Creek Wealth Advisors
Georgia
$297K +$35.1K +63 +14%
SGCA
1270
Steel Grove Capital Advisors
Tennessee
$297K
RCG
1271
Regatta Capital Group
California
$296K -$1.67K -3 -0.6%
NWMG
1272
National Wealth Management Group
Ohio
$295K +$281K +505 New
BBA
1273
BLB&B Advisors
Pennsylvania
$294K
CPRC
1274
Consolidated Portfolio Review Corp
New York
$294K +$280K +503 New
LAM
1275
L2 Asset Management
Massachusetts
$294K +$18.4K +33 +7%

MCK Hedge Fund Activity: Q2 2024 in Review

1,631 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2024, worth a combined $65.2B — up 10% from $59.2B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new MCK positions and 76 closed out — a net gain of 83 holders — while 643 added to existing stakes and 550 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $666M. The largest seller was Millennium Management, cutting an estimated $306M.

  • 1,631 institutional investors held McKesson (MCK) as of Q2 2024, up from 1,564 in Q1 2024.
  • Funds reported $65.2B of McKesson stock for Q2 2024, up 10% quarter-over-quarter.
  • 159 funds opened new McKesson positions in Q2 2024 and 76 closed out, a net change of +83 holders.
  • The largest McKesson buyer in Q2 2024 was Swedbank, an estimated $666M added.
  • The largest McKesson seller in Q2 2024 was Millennium Management, an estimated $306M sold.

Based on aggregated 13F filings for Q2 2024.