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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
PFBT
1301
Parkside Financial Bank & Trust
Missouri
$275K +$2.78K +5 +1%
GWAG
1302
Garrett Wealth Advisory Group
Texas
$275K
MSG
1303
Main Street Group
Virginia
$273K +$6.12K +11 +2%
RBFC
1304
Roman Butler Fullerton & Co
Missouri
$272K +$258K +464 New
SW
1305
SMART Wealth
Nebraska
$272K +$22.8K +41 +10%
ST
1306
Smithfield Trust
Pennsylvania
$270K -$17.3K -31 -6%
CIA
1307
Cascade Investment Advisors
Oregon
$269K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1308
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$269K +$173K +310 +207%
SDAM
1309
Shulman DeMeo Asset Management
New York
$268K -$7.24K -13 -3%
HKIM
1310
Hayek Kallen Investment Management
Alabama
$266K
RIG
1311
RiverFront Investment Group
Virginia
$264K +$252K +452 New
WFA
1312
Wellspring Financial Advisors
Ohio
$264K +$252K +452 New
IWA
1313
IBEX Wealth Advisors
New Jersey
$262K +$250K +449 New
PPWM
1314
PFG Private Wealth Management
Florida
$262K +$1.11K +2 +0.4%
1SB
1315
1ST Source Bank
Indiana
$260K -$4.45K -8 -2%
CP
1316
Camelot Portfolios
Ohio
$260K +$248K +446 New
IB
1317
Intrust Bank
Kansas
$260K
I
1318
InceptionR
California
$259K -$1.55M -2,778 -86%
IWA
1319
Icon Wealth Advisors
Texas
$258K +$39K +70 +20%
BWM
1320
Birchcreek Wealth Management
Ohio
$258K +$15K +27 +7%
BFG
1321
Berger Financial Group
Minnesota
$257K +$3.34K +6 +1%
SWP
1322
Significant Wealth Partners
Illinois
$257K +$245K +440 New
SW
1323
StrongBox Wealth
Missouri
$256K -$5.57K -10 -2%
CH
1324
Cromwell Holdings
Wyoming
$256K +$244K +438 New
RIL
1325
Rothschild Investment LLC
Illinois
$255K +$92.4K +166 +61%

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.