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McKesson
MCK

Overview Fund Activity

1,530 hedge funds and large institutions have $52.9B invested in McKesson in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 512 increasing their positions, 650 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
-87
Holders Change %
-5.38%
% of All Funds
22.13%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.48%
New
109
Increased
512
Reduced
650
Closed
173
Calls
$980M
Puts
$613M
Net Calls
+$367M
Net Calls Change
+$329M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$1.1B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$448M
3
CG
Carmignac Gestion
France
+$234M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$217M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$211M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$328M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$255M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$224M
5
Marshall Wace
Marshall Wace
United Kingdom
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1351
FSA Wealth Management
Massachusetts
$116K +$116K +235 New
GPI
1352
General Partner Inc
Pennsylvania
$116K – – –
CFO
1353
CVA Family Office
Colorado
$116K – – –
VCM
1354
Versant Capital Management
Arizona
$115K -$22.2K -45 -16%
TCA
1355
Trifecta Capital Advisors
Illinois
$112K – – –
FUBT
1356
First United Bank & Trust
Maryland
$111K – – –
WIM
1357
Westside Investment Management
California
$111K – – –
AWM
1358
Avior Wealth Management
Nebraska
$110K +$494 +1 +0.5%
AF
1359
Advisornet Financial
Minnesota
$109K +$93.4K +189 +610%
CP
1360
Castleview Partners
Texas
$108K +$26.2K +53 +32%
JSAM
1361
J. Safra Asset Management
New York
$104K +$977 +2 +0.9%
FFO
1362
Fortitude Family Office
Arizona
$103K +$9.39K +19 +10%
AW
1363
Avion Wealth
Texas
$102K – – –
MWA
1364
MFA Wealth Advisors
Pennsylvania
$101K -$66.7K -135 -40%
ABWM
1365
Alpine Bank Wealth Management
Colorado
$100K +$100K +203 New
AS
1366
AM Squared
Hong Kong
$98.9K +$98.9K +200 New
CHC
1367
City Holding Co
West Virginia
$98.9K – – –
CA
1368
Centerpoint Advisors
Massachusetts
$96K – – –
AIC
1369
Archer Investment Corporation
Indiana
$94K -$35.1K -71 -27%
FPCP
1370
Fort Point Capital Partners
California
$93.6K +$93.6K +189 New
BHWM
1371
Bay Harbor Wealth Management
Maryland
$93.6K -$3.96K -8 -4%
C
1372
Covestor
United Kingdom
$91K +$5.9K +12 +7%
TC
1373
Tacita Capital
Ontario, Canada
$89K +$12.4K +25 +16%
NSIM
1374
North Star Investment Management
Illinois
$85K – – –
LWANC
1375
Laurel Wealth Advisors (North Carolina)
North Carolina
$84.1K +$2.47K +5 +3%
53 54
55
56 57