We are live on ! Find out more
MCK icon

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
PPWM
1351
Paragon Private Wealth Management
Kentucky
$239K +$228K +410 New
PWLP
1352
Prio Wealth Limited Partnership
Massachusetts
$239K
LWL
1353
Leo Wealth LLC
Texas
$238K +$6.12K +11 +3%
VDI
1354
Vaughan David Investments
Illinois
$238K +$227K +407 New
WDC
1355
Woodward Diversified Capital
California
$238K -$17.3K -31 -7%
ODIJL
1356
One Day In July LLC
Vermont
$238K +$2.23K +4 +1%
PWA
1357
Provenance Wealth Advisors
Florida
$237K -$203K -365 -47%
WB
1358
Webster Bank
Connecticut
$237K -$3.34K -6 -1%
GP
1359
Girard Partners
Pennsylvania
$237K -$2.78K -5 -1%
TIA
1360
Tandem Investment Advisors
South Carolina
$236K -$54.6K -98 -20%
BCG
1361
Breakwater Capital Group
New Jersey
$235K +$224K +403 New
BIC
1362
Beach Investment Counsel
Pennsylvania
$234K +$223K +400 New
AA
1363
Alta Advisers
United Kingdom
$234K
WWP
1364
Waypoint Wealth Partners
California
$234K +$223K +400 New
CIAS
1365
Capital Investment Advisory Services
North Carolina
$233K +$222K +398 New
CYG
1366
Clean Yield Group
Vermont
$232K
EFL
1367
ERn Financial LLC
Wisconsin
$232K
AIM
1368
Aspen Investment Management
Michigan
$231K -$117K -210 -35%
PGWM
1369
Parisi Gray Wealth Management
New Jersey
$230K -$70.1K -126 -24%
TAM
1370
Tucker Asset Management
Colorado
$230K +$219K +394 New
HW
1371
Hamilton Wealth
California
$228K
BFA
1372
Beaumont Financial Advisors
Massachusetts
$228K +$3.9K +7 +2%
WA
1373
Wealthstream Advisors
New York
$227K +$7.24K +13 +3%
BHWM
1374
Bar Harbor Wealth Management
New Hampshire
$227K -$5.01K -9 -2%
SP
1375
Successful Portfolios
Florida
$224K

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.