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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 %
BFS
1351
Bard Financial Services
Connecticut
$201K +$201K +375 New
AFT
1352
Alpha Family Trust
California
$201K +$201K +375 New
FCA
1353
FLC Capital Advisors
California
$201K +$201K +375 New
USB
1354
Union Savings Bank
Connecticut
$201K – – –
IGWM
1355
ICA Group Wealth Management
Colorado
$201K +$154K +287 +330%
MFA
1356
McClarren Financial Advisors
Pennsylvania
$200K +$538 +1 +0.3%
CMBA
1357
C.M. Bidwell & Associates
Hawaii
$200K – – –
AAG
1358
Armstrong Advisory Group
Massachusetts
$195K – – –
FSWA
1359
Financial Synergies Wealth Advisors
Texas
$193K – – –
VL
1360
Vima LLC
Michigan
$192K – – –
ATC
1361
Adirondack Trust Company
New York
$191K -$1.61K -3 -0.8%
SSB
1362
Sandy Spring Bank
Maryland
$187K +$4.83K +9 +3%
IWA
1363
Icon Wealth Advisors
Texas
$187K +$11.8K +22 +7%
TCOV
1364
Trust Company of Vermont
Vermont
$187K +$15.6K +29 +9%
PCFFS
1365
Pacific Center for Financial Services
California
$186K – – –
CT
1366
Colonial Trust
South Carolina
$178K +$1.07K +2 +0.6%
ADL
1367
Asset Dedication LLC
California
$173K – – –
SC
1368
SouthState Corp
Florida
$172K -$25.8K -48 -13%
AA
1369
Addison Advisors
Vermont
$170K +$9.66K +18 +6%
RDIA
1370
RE Dickinson Investment Advisors
Iowa
$169K – – –
A
1371
Allianz
Germany
$166K +$166K +310 New
MIM
1372
Macroview Investment Management
Maryland
$163K – – –
EWM
1373
Evermay Wealth Management
Virginia
$158K -$537 -1 -0.3%
CF
1374
Centaurus Financial
California
$151K – – –
CAL
1375
Capital Analysts LLC
Pennsylvania
$151K – – –
53 54
55
56 57