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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
MWA
1376
MFA Wealth Advisors
Pennsylvania
$101K -$75.2K -135 -40%
ABWM
1377
Alpine Bank Wealth Management
Colorado
$100K +$113K +203 New
AS
1378
AM Squared
Hong Kong
$98.9K +$111K +200 New
CHC
1379
City Holding Co
West Virginia
$98.9K
CA
1380
Centerpoint Advisors
Massachusetts
$96K
AIC
1381
Archer Investment Corporation
Indiana
$94K -$39.5K -71 -27%
FPCP
1382
Fort Point Capital Partners
California
$93.6K +$105K +189 New
BHWM
1383
Bay Harbor Wealth Management
Maryland
$93.6K -$4.46K -8 -4%
C
1384
Covestor
United Kingdom
$91K +$6.68K +12 +7%
TC
1385
Tacita Capital
Ontario, Canada
$89K +$13.9K +25 +16%
NSIM
1386
North Star Investment Management
Illinois
$85K
LWANC
1387
Laurel Wealth Advisors (North Carolina)
North Carolina
$84.1K +$2.78K +5 +3%
AWM
1388
Ameliora Wealth Management
Switzerland
$84.1K +$94.7K +170 New
PP
1389
Pacifica Partners
Canada
$81.2K
EBA
1390
Eagle Bay Advisors
New York
$80.4K -$2.23K -4 -2%
SL
1391
Salomon & Ludwin
Virginia
$79.6K -$2.78K -5 -3%
RDFA
1392
Ritter Daniher Financial Advisory
Ohio
$78.6K
DAM
1393
Delta Asset Management
Tennessee
$78.4K
PMFA
1394
Plante Moran Financial Advisors
Michigan
$76.5K +$54.6K +98 +172%
MCM
1395
MV Capital Management
Maryland
$74.2K +$1.67K +3 +2%
CWP
1396
Concord Wealth Partners
Virginia
$73.3K +$5.01K +9 +6%
FMII
1397
Farmers & Merchants Investments Inc
Nebraska
$63.8K +$69.6K +125 +3,125%
ZB
1398
Zions Bancorporation
Utah
$61.8K -$4.46K -8 -6%
BONH
1399
Bank of New Hampshire
New Hampshire
$61.3K
FP
1400
Financial Perspectives
Minnesota
$60.3K

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.