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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 %
PL
1301
Parthenon LLC
Kentucky
$229K +$229K +426 New
MWM
1302
Maripau Wealth Management
Indiana
$229K -$3.76K -7 -2%
SQA
1303
Simon Quick Advisors
New Jersey
$228K +$228K +425 New
CAM
1304
Cidel Asset Management
Ontario, Canada
$228K -$7.52K -14 -3%
NA
1305
Navellier & Associates
Nevada
$228K -$4.83K -9 -2%
SW
1306
SMART Wealth
Nebraska
$228K +$228K +424 New
AG
1307
AlTi Global
New York
$227K +$227K +423 New
RPWA
1308
Regent Peak Wealth Advisors
Georgia
$224K +$224K +417 New
HIC
1309
Hartline Investment Corp
Illinois
$224K +$224K +417 New
BCA
1310
Bay Colony Advisors
Massachusetts
$224K +$224K +417 New
VWA
1311
Visionary Wealth Advisors
Illinois
$223K +$223K +415 New
TCMP
1312
Thrive Capital Management (Pennsylvania)
Pennsylvania
$223K +$223K +415 New
OPPS
1313
Obsidian Personal Planning Solutions
Maryland
$222K +$222K +414 New
Jones Financial Companies
1314
Jones Financial Companies
Missouri
$222K +$34.9K +65 +19%
BWM
1315
Birchcreek Wealth Management
Ohio
$222K +$222K +414 New
TW
1316
TritonPoint Wealth
Maryland
$222K +$4.02K +9 +2%
WB
1317
Webster Bank
Connecticut
$221K +$3.22K +6 +1%
AIM
1318
Alhambra Investment Management
Florida
$221K +$221K +411 New
AWM
1319
Angeles Wealth Management
California
$220K +$220K +410 New
GP
1320
Girard Partners
Pennsylvania
$220K +$220K +410 New
MAA
1321
Mraz Amerine & Associates
California
$220K -$56.9K -106 -21%
PWLP
1322
Prio Wealth Limited Partnership
Massachusetts
$220K +$220K +409 New
ES
1323
Eagle Strategies
New York
$219K +$219K +408 New
SF
1324
Summit Financial
New Jersey
$218K -$65K -121 -23%
ST
1325
Sabal Trust
Florida
$217K +$217K +404 New
51 52
53
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