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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 %
ODIJL
1326
One Day In July LLC
Vermont
$216K +$216K +403 New
AA
1327
Alta Advisers
United Kingdom
$215K – – –
CFM
1328
Catalyst Funds Management
Australia
$215K +$215K +400 New
XF
1329
XML Financial
Maryland
$214K +$214K +398 New
CWP
1330
Cyndeo Wealth Partners
Florida
$214K -$2.16M -4,017 -91%
LWL
1331
Leo Wealth LLC
Texas
$213K +$213K +397 New
CYG
1332
Clean Yield Group
Vermont
$213K – – –
EFL
1333
ERn Financial LLC
Wisconsin
$213K +$213K +397 New
BHWM
1334
Bar Harbor Wealth Management
New Hampshire
$213K +$213K +397 New
BB
1335
Busey Bank
Illinois
$212K +$212K +395 New
HW
1336
Hamilton Wealth
California
$210K -$38.1K -71 -15%
CA
1337
Commerzbank Aktiengesellschaft
Germany
$209K +$209K +388 New
SG
1338
StoneX Group
New York
$208K +$208K +387 New
LRIA
1339
Leonard Rickey Investment Advisors
Washington
$206K +$206K +384 New
SP
1340
Successful Portfolios
Florida
$206K +$206K +384 New
SIC
1341
Salem Investment Counselors
North Carolina
$206K +$5.91K +11 +3%
FFA
1342
Florida Financial Advisors
Florida
$206K +$206K +383 New
BFA
1343
Beaumont Financial Advisors
Massachusetts
$206K +$206K +383 New
TW
1344
Traveka Wealth
California
$204K +$204K +381 New
KFA
1345
Kapstone Financial Advisors
Ohio
$204K +$204K +380 New
LSPW
1346
Lake Street Private Wealth
Illinois
$203K +$203K +378 New
PCG
1347
Prosperity Consulting Group
Maryland
$202K +$202K +377 New
SWM
1348
Seaside Wealth Management
California
$202K +$202K +377 New
WA
1349
Wealthstream Advisors
New York
$202K +$202K +376 New
UCB
1350
United Community Bank
South Carolina
$202K +$34.9K +65 +21%
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