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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
TPWA
1401
TRUE Private Wealth Advisors
Oregon
$214K +$204K +367 New
CWP
1402
Cyndeo Wealth Partners
Florida
$214K -$17.3K -31 -8%
SWIG
1403
Strategic Wealth Investment Group
Kentucky
$214K +$203K +365 New
AW
1404
Alaethes Wealth
Nevada
$214K +$204K +366 New
XF
1405
XML Financial
Maryland
$214K -$17.8K -32 -8%
UCB
1406
United Community Bank
South Carolina
$214K -$5.57K -10 -3%
SFC
1407
SYM Financial Corp
Indiana
$214K +$204K +366 New
NAS
1408
Nicolet Advisory Services
Wisconsin
$213K +$202K +363 New
CWS
1409
Cypress Wealth Services
California
$213K +$203K +364 New
DWM
1410
Destination Wealth Management
California
$213K +$203K +364 New
SCP
1411
Sivia Capital Partners
California
$211K -$281K -504 -58%
AP
1412
Americana Partners
Texas
$211K +$201K +361 New
FSWA
1413
Financial Synergies Wealth Advisors
Texas
$210K
QWP
1414
Quotient Wealth Partners
Texas
$210K -$298K -536 -60%
TWP
1415
Tempus Wealth Planning
California
$210K +$200K +360 New
SSB
1416
Sandy Spring Bank
Maryland
$210K +$5.57K +10 +3%
NFP
1417
Narus Financial Partners
Utah
$210K +$200K +359 New
SMC
1418
Smith, Moore & Co
Missouri
$208K +$198K +356 New
ATC
1419
Adirondack Trust Company
New York
$207K
BFO
1420
Boston Family Office
Massachusetts
$207K +$198K +355 New
CC
1421
Callan Capital
California
$207K +$197K +354 New
ACM
1422
AlphaStar Capital Management
North Carolina
$205K -$52.3K -94 -21%
TF
1423
Talbot Financial
Washington
$205K +$195K +351 New
MAA
1424
Mraz Amerine & Associates
California
$204K -$32.8K -59 -14%
AWM
1425
Aberdeen Wealth Management
Illinois
$204K +$195K +350 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.