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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
TC
1401
Truvestments Capital
Florida
$59.8K +$67.4K +121 New
CBT
1402
CoreFirst Bank & Trust
Kansas
$57.8K +$65.2K +117 New
PWMG
1403
Private Wealth Management Group
New Jersey
$57.4K
HC
1404
Hara Capital
Washington
$57.4K +$64.6K +116 New
RA
1405
Ransom Advisory
Rhode Island
$56.9K
WWP
1406
WR Wealth Planners
Missouri
$56.9K +$4.46K +8 +7%
CAS
1407
Coppell Advisory Solutions
Texas
$54.7K +$54.6K +98 +700%
HBW
1408
Hazlett, Burt & Watson
West Virginia
$54K +$63.5K +114 New
TFIPS
1409
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51.9K
CCC
1410
Chelsea Counsel Company
California
$49.5K
TH
1411
TCTC Holdings
Texas
$49.4K -$89.1K -160 -62%
B
1412
Birchbrook
Maine
$49.4K
MB
1413
Mizuho Bank
Japan
$49.4K
MMG
1414
Monetary Management Group
Missouri
$49.4K +$55.7K +100 New
PFSC
1415
Peoples Financial Services Corp
Pennsylvania
$49.4K
CAL
1416
Capital Advisors Ltd
Ohio
$48K -$9.47K -17 -15%
HWM
1417
Hemington Wealth Management
Virginia
$48K +$54K +97 New
WT
1418
Washington Trust
Rhode Island
$48K
CIA
1419
Cape Investment Advisory
Georgia
$46.5K +$20K +36 +62%
RTC
1420
Riverview Trust Company
Washington
$46K +$1.11K +2 +2%
PB
1421
Pinnacle Bancorp
Nebraska
$45K -$1.11K -2 -2%
LFA
1422
LGT Financial Advisors
Texas
$44.6K -$40.1K -72 -44%
EWP
1423
Elevation Wealth Partners
California
$44.5K -$5.01K -9 -9%
CB
1424
Centennial Bank
Arkansas
$44.5K
CHA
1425
Carmichael Hill & Associates
Maryland
$44K

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.