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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 %
AIS
1251
AM Investment Strategies
Tennessee
$245K – – –
Connor, Clark & Lunn Investment Management (CC&L)
1252
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$244K -$71.2K -144 -23%
BB
1253
Bell Bank
North Dakota
$243K – – –
BWM
1254
Birchcreek Wealth Management
Ohio
$242K +$24.2K +49 +11%
SWP
1255
Significant Wealth Partners
Illinois
$241K +$23.7K +48 +11%
RIA
1256
Richwood Investment Advisors
Ohio
$240K -$51.4K -104 -18%
PHAM
1257
Palisades Hudson Asset Management
Florida
$240K – – –
VPP
1258
Vertex Planning Partners
Illinois
$239K +$989 +2 +0.4%
MFG
1259
Menard Financial Group
Texas
$238K +$1.48K +3 +0.6%
SOS
1260
Silver Oak Securities
Tennessee
$236K +$1.47K +3 +0.6%
SDAM
1261
Shulman DeMeo Asset Management
New York
$235K +$511 +1 +0.2%
PPWP
1262
Premier Path Wealth Partners
New Jersey
$234K -$7.42K -15 -3%
C
1263
Certuity
Florida
$234K +$234K +473 New
CCA
1264
Childress Capital Advisors
Texas
$233K -$494 -1 -0.2%
RWB
1265
RMR Wealth Builders
New Jersey
$233K -$3.96K -8 -2%
ST
1266
Smithfield Trust
Pennsylvania
$233K +$6.38K +13 +3%
VL
1267
Vima LLC
Michigan
$233K -$24.2K -49 -9%
FOA
1268
Five Oceans Advisors
California
$233K -$11.4K -23 -5%
GWAG
1269
Garrett Wealth Advisory Group
Texas
$232K – – –
PFBT
1270
Parkside Financial Bank & Trust
Missouri
$231K -$1.98K -4 -0.8%
MSG
1271
Main Street Group
Virginia
$230K – – –
FL
1272
Fort LP
Maryland
$229K -$24.2K -49 -10%
MAM
1273
McLean Asset Management
Virginia
$229K +$971 +2 +0.4%
RIM
1274
RW Investment Management
Idaho
$228K +$228K +461 New
HKIM
1275
Hayek Kallen Investment Management
Alabama
$225K – – –
49 50
51
52 53