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McKesson

1,545 hedge funds and large institutions have $54.2B invested in McKesson in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 516 increasing their positions, 658 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $980M | Put options by funds: $613M

1% less ownership

Funds ownership: 86.12%85.12% (-1%)

5% less funds holding

Funds holding: 1,6311,545 (-86)

17% less capital invested

Capital invested by funds: $65.2B → $54.2B (-$11B)

22% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 658

27% less funds holding in top 10

Funds holding in top 10: 4533 (-12)

37% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 173

Holders
1,545
Holders Change
-86
Holders Change %
-5.27%
% of All Funds
22.18%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.47%
New
109
Increased
516
Reduced
658
Closed
173
Calls
$980M
Puts
$613M
Net Calls
+$367M
Net Calls Change
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
1351
Pacific Center for Financial Services
California
$141K
CAL
1352
Capital Analysts LLC
Pennsylvania
$140K
OP
1353
ORG Partners
Indiana
$138K -$51.2K -92 -25%
FCAS
1354
First Command Advisory Services
Texas
$133K
GKIM
1355
GW&K Investment Management
Massachusetts
$128K -$3.34K -6 -2%
LI
1356
LRI Investments
Florida
$125K -$64K -115 -36%
PAG
1357
Paladin Advisory Group
Iowa
$124K
WI
1358
Wintrust Investments
Illinois
$123K -$1.18M -2,122 -89%
DCM
1359
Davis Capital Management
Florida
$123K -$2.78K -5 -2%
HGERS
1360
Householder Group Estate & Retirement Specialist
Arizona
$122K
BFPW
1361
BOK Financial Private Wealth
Colorado
$119K -$5.01K -9 -4%
KLWA
1362
Kelly Lawrence W & Associates
California
$119K
FWM
1363
FSA Wealth Management
Massachusetts
$116K +$131K +235 New
CFO
1364
CVA Family Office
Colorado
$116K
GPI
1365
General Partner Inc
Pennsylvania
$116K
VCM
1366
Versant Capital Management
Arizona
$115K -$25.1K -45 -16%
TCA
1367
Trifecta Capital Advisors
Illinois
$112K
FUBT
1368
First United Bank & Trust
Maryland
$111K
WIM
1369
Westside Investment Management
California
$111K
AWM
1370
Avior Wealth Management
Nebraska
$110K +$557 +1 +0.5%
AF
1371
Advisornet Financial
Minnesota
$109K +$105K +189 +610%
CP
1372
Castleview Partners
Texas
$108K +$29.5K +53 +32%
JSAM
1373
J. Safra Asset Management
New York
$104K +$1.11K +2 +0.9%
FFO
1374
Fortitude Family Office
Arizona
$103K +$10.6K +19 +10%
AW
1375
Avion Wealth
Texas
$102K

MCK Hedge Fund Activity: Q3 2024 in Review

1,545 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2024, worth a combined $54.2B — down 17% from $65.2B a quarter earlier.

Sellers outnumbered buyers: 173 funds closed out of MCK and 109 opened new positions — a net loss of 64 holders — while 658 trimmed existing stakes and 516 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $1.23B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $328M sold.

  • 1,545 institutional investors held McKesson (MCK) as of Q3 2024, down from 1,631 in Q2 2024.
  • Funds reported $54.2B of McKesson stock for Q3 2024, down 17% quarter-over-quarter.
  • 109 funds opened new McKesson positions in Q3 2024 and 173 closed out, a net change of -64 holders.
  • The largest McKesson buyer in Q3 2024 was T. Rowe Price Investment Management, an estimated $1.23B added.
  • The largest McKesson seller in Q3 2024 was Lone Pine Capital, an estimated $328M sold.

Based on aggregated 13F filings for Q3 2024.