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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
BCG
1301
Breakwater Capital Group
New Jersey
$215K +$17.8K +32 +8%
ST
1302
Sabal Trust
Florida
$214K +$2.78K +5 +1%
1SB
1303
1ST Source Bank
Indiana
$213K -$8.35K -15 -3%
TFGT
1304
TS Financial Group (TSFG)
Illinois
$213K
LIA
1305
LBMC Investment Advisors
Tennessee
$213K
GSEP
1306
Golden State Equity Partners
California
$213K +$239K +430 New
WMA
1307
Wealth Management Associates
New Jersey
$212K +$2.23K +4 +0.9%
RFA
1308
Rollins Financial Advisors
New York
$212K +$239K +429 New
PL
1309
Parthenon LLC
Kentucky
$211K
BHWM
1310
Beaird Harris Wealth Management
Texas
$211K +$234K +420 +7,000%
GBT
1311
Grove Bank & Trust
Florida
$210K -$134K -240 -36%
CAM
1312
Cidel Asset Management
Ontario, Canada
$210K
I
1313
InceptionR
California
$209K -$11.1K -20 -5%
RPWA
1314
Regent Peak Wealth Advisors
Georgia
$208K -$2.78K -5 -1%
OPPS
1315
Obsidian Personal Planning Solutions
Maryland
$207K
MSFS
1316
Main Street Financial Solutions
Pennsylvania
$207K -$1.16M -2,092 -83%
RIL
1317
Rothschild Investment LLC
Illinois
$207K -$10K -18 -4%
TIA
1318
Tandem Investment Advisors
South Carolina
$206K +$7.24K +13 +3%
DCM
1319
Donaldson Capital Management
Indiana
$205K -$148K -266 -39%
BCA
1320
Bay Colony Advisors
Massachusetts
$203K -$3.9K -7 -2%
IF
1321
Intrua Financial
Texas
$203K -$41.8K -75 -15%
GI
1322
Gradient Investments
Minnesota
$203K +$223K +400 +4,000%
AIA
1323
Angeles Investment Advisors
California
$203K -$12.8K -23 -5%
EA
1324
Everpar Advisors
Oklahoma
$202K -$3.9K -7 -2%
PWLP
1325
Prio Wealth Limited Partnership
Massachusetts
$202K

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.