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McKesson
MCK

Overview Fund Activity

1,648 hedge funds and large institutions have $63.4B invested in McKesson in 2024 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 546 increasing their positions, 621 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+118
Holders Change %
+7.71%
% of All Funds
21.94%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.48%
New
250
Increased
546
Reduced
621
Closed
98
Calls
$1.12B
Puts
$774M
Net Calls
+$343M
Net Calls Change
-$24.2M

Top Buyers

1
FCM
Farallon Capital Management
California
+$348M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$211M
3
Marshall Wace
Marshall Wace
United Kingdom
+$204M
4
Deutsche Bank
Deutsche Bank
Germany
+$167M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$155M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$456M
2
BlackRock
BlackRock
New York
-$390M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$322M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$241M
5
Bank of America
Bank of America
North Carolina
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1326
Salem Investment Counselors
North Carolina
$247K -$1.71K -3 -0.7%
BCG
1327
Breakwater Capital Group
New Jersey
$247K -$1.14K -2 -0.5%
OPPS
1328
Obsidian Personal Planning Solutions
Maryland
$246K – – –
ST
1329
Sabal Trust
Florida
$246K – – –
1SB
1330
1ST Source Bank
Indiana
$246K – – –
LIA
1331
LBMC Investment Advisors
Tennessee
$245K – – –
RPWA
1332
Regent Peak Wealth Advisors
Georgia
$244K +$3.99K +7 +2%
AAS
1333
AdviceOne Advisory Services
Connecticut
$244K +$244K +428 New
PL
1334
Parthenon LLC
Kentucky
$243K – – –
BHWM
1335
Beaird Harris Wealth Management
Texas
$243K – – –
NAM
1336
NorthCrest Asset Manangement
Minnesota
$242K +$242K +425 New
CAM
1337
Cidel Asset Management
Ontario, Canada
$242K – – –
XT
1338
XTX Topco
Cayman Islands
$242K -$2.21M -3,871 -90%
SAI
1339
Savvy Advisors Inc
New York
$241K -$128K -225 -35%
HAM
1340
Hickory Asset Management
Ohio
$241K +$241K +423 New
MW
1341
Maia Wealth
Colorado
$241K +$241K +398 New
AA
1342
Alta Advisers
United Kingdom
$241K +$12.5K +22 +6%
MSFS
1343
Main Street Financial Solutions
Pennsylvania
$237K -$1.71K -3 -0.7%
TW
1344
Traveka Wealth
California
$237K +$237K +415 New
QCIG
1345
Quad-Cities Investment Group
Iowa
$235K -$65K -114 -22%
AL
1346
Aspiriant LLC
California
$235K +$235K +412 New
GI
1347
Gradient Investments
Minnesota
$234K – – –
WMA
1348
Wealth Management Associates
New Jersey
$233K -$11.4K -20 -5%
FC
1349
Forte Capital
New York
$233K +$233K +408 New
VDI
1350
Vaughan David Investments
Illinois
$232K – – –
52 53
54
55 56