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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 %
PFBT
1276
Parkside Financial Bank & Trust
Missouri
$250K +$56.4K +105 +29%
CBFP
1277
Cedar Brook Financial Partners
Ohio
$249K +$537 +1 +0.2%
RWB
1278
RMR Wealth Builders
New Jersey
$249K +$12.3K +23 +5%
WMA
1279
Wealth Management Associates
New Jersey
$249K +$249K +426 New
AAP
1280
Arax Advisory Partners
Colorado
$247K +$247K +460 New
CIA
1281
Cascade Investment Advisors
Oregon
$247K – – –
MAM
1282
McLean Asset Management
Virginia
$244K +$1.06K +2 +0.4%
MSG
1283
Main Street Group
Virginia
$244K – – –
HKIM
1284
Hayek Kallen Investment Management
Alabama
$244K – – –
1SB
1285
1ST Source Bank
Indiana
$244K -$8.59K -16 -3%
VIA
1286
Virtus Investment Advisers
Connecticut
$243K -$25.8K -48 -10%
PPWP
1287
Premier Path Wealth Partners
New Jersey
$241K -$14.5K -27 -6%
SW
1288
StrongBox Wealth
Missouri
$241K – – –
PPWM
1289
PFG Private Wealth Management
Florida
$239K +$9.66K +18 +4%
ACM
1290
AlphaStar Capital Management
North Carolina
$239K +$239K +445 New
MCWA
1291
Meadow Creek Wealth Advisors
Georgia
$239K +$239K +445 New
IB
1292
Intrust Bank
Kansas
$239K – – –
SAW
1293
Signal Advisors Wealth
Michigan
$239K +$6.44K +12 +3%
KIG
1294
Kowal Investment Group
Wisconsin
$239K +$239K +445 New
WDC
1295
Woodward Diversified Capital
California
$235K -$6.98K -13 -3%
BFG
1296
Berger Financial Group
Minnesota
$233K -$14K -26 -6%
TFGT
1297
TS Financial Group (TSFG)
Illinois
$233K -$6.44K -12 -3%
SL
1298
Salomon & Ludwin
Virginia
$232K -$29.6K -55 -11%
LIA
1299
LBMC Investment Advisors
Tennessee
$231K +$231K +430 New
TA
1300
TruWealth Advisors
Louisiana
$229K +$229K +426 New
50 51
52
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