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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
SIC
1376
Salem Investment Counselors
North Carolina
$224K
TW
1377
Traveka Wealth
California
$223K
PSP
1378
Pacific Sage Partners
Washington
$223K +$212K +381 New
CAG
1379
Crestwood Advisors Group
Massachusetts
$221K +$211K +379 New
WCA
1380
Westover Capital Advisors
Delaware
$221K +$211K +379 New
LSPW
1381
Lake Street Private Wealth
Illinois
$221K
RVPG
1382
Relative Value Partners Group
$221K +$210K +378 New
FTIS
1383
First Trust Investment Solutions
Florida
$221K +$210K +378 New
SWM
1384
Seaside Wealth Management
California
$220K
KFA
1385
Kapstone Financial Advisors
Ohio
$220K -$1.67K -3 -0.8%
SFO
1386
Stokes Family Office
Louisiana
$220K +$209K +376 New
AAG
1387
Armstrong Advisory Group
Massachusetts
$219K -$25.6K -46 -11%
AFT
1388
Alpha Family Trust
California
$219K
BFS
1389
Bard Financial Services
Connecticut
$219K
FCA
1390
FLC Capital Advisors
California
$219K
USB
1391
Union Savings Bank
Connecticut
$219K
OP
1392
ORG Partners
Indiana
$218K +$55.7K +100 +37%
CMBA
1393
C.M. Bidwell & Associates
Hawaii
$217K
KFI
1394
Key Financial Inc
Pennsylvania
$217K +$101K +181 +95%
MMHP
1395
Murphy Middleton Hinkle & Parker
Georgia
$217K +$207K +372 New
MFA
1396
McClarren Financial Advisors
Pennsylvania
$217K +$118K +212 +57%
9WM
1397
9258 Wealth Management
Ohio
$216K +$205K +369 New
GWM
1398
Gibbs Wealth Management
Georgia
$216K +$205K +369 New
BB
1399
Busey Bank
Illinois
$216K -$14.5K -26 -7%
EIP
1400
Epoch Investment Partners
New York
$215K +$205K +368 New

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.