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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
MCWA
1251
Meadow Creek Wealth Advisors
Georgia
$250K -$1.11K -2 -0.4%
AWM
1252
Accurate Wealth Management
Florida
$250K -$154K -277 -36%
PCH
1253
PGIM Custom Harvest
New Jersey
$250K +$2.78K +5 +1%
BBA
1254
BLB&B Advisors
Pennsylvania
$249K
AFAS
1255
Acorn Financial Advisory Services
Virginia
$248K
SGCA
1256
Steel Grove Capital Advisors
Tennessee
$248K
WFG
1257
Wills Financial Group
Virginia
$247K
CPRC
1258
Consolidated Portfolio Review Corp
New York
$246K -$2.78K -5 -1%
CA
1259
Crewe Advisors
Utah
$246K -$222K -398 -44%
RCG
1260
Regatta Capital Group
California
$246K -$4.46K -8 -2%
IWA
1261
Icon Wealth Advisors
Texas
$246K +$44K +79 +19%
LFA
1262
Legacy Financial Advisors
Kentucky
$245K -$16.7K -30 -6%
AIS
1263
AM Investment Strategies
Tennessee
$245K
Connor, Clark & Lunn Investment Management (CC&L)
1264
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$244K -$80.2K -144 -23%
BB
1265
Bell Bank
North Dakota
$243K
BWM
1266
Birchcreek Wealth Management
Ohio
$242K +$27.3K +49 +11%
SWP
1267
Significant Wealth Partners
Illinois
$241K +$26.7K +48 +11%
RIA
1268
Richwood Investment Advisors
Ohio
$240K -$57.9K -104 -18%
PHAM
1269
Palisades Hudson Asset Management
Florida
$240K
VPP
1270
Vertex Planning Partners
Illinois
$239K +$1.11K +2 +0.4%
MFG
1271
Menard Financial Group
Texas
$238K +$1.67K +3 +0.6%
SOS
1272
Silver Oak Securities
Tennessee
$236K +$1.67K +3 +0.6%
SDAM
1273
Shulman DeMeo Asset Management
New York
$235K +$557 +1 +0.2%
PPWP
1274
Premier Path Wealth Partners
New Jersey
$234K -$8.35K -15 -3%
C
1275
Certuity
Florida
$234K +$263K +473 New

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.