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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
BG
1426
Bollard Group
Massachusetts
$43K
TFM
1427
TFC Financial Management
Massachusetts
$41.5K
EA
1428
Evolution Advisers
Virginia
$41K
CWC
1429
Carolinas Wealth Consulting
North Carolina
$39.7K -$557 -1 -1%
LOIP
1430
Live Oak Investment Partners
Texas
$39.6K
OWP
1431
ORG Wealth Partners
Texas
$39.6K +$44.5K +80 New
RFS
1432
Richardson Financial Services
Massachusetts
$38.5K
RA
1433
Rise Advisors
New York
$36.7K
UOTTAIMCU
1434
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$34.6K +$39K +70 New
JIP
1435
Jaffetilchin Investment Partners
Florida
$32.6K +$36.8K +66 New
OC
1436
Oarsman Capital
Wisconsin
$31.6K +$35.6K +64 New
DCM
1437
Disciplina Capital Management
Tennessee
$31.2K -$7.8K -14 -18%
SIC
1438
SJS Investment Consulting
Ohio
$30.2K
SWC
1439
Spectrum Wealth Counsel
Indiana
$29.7K
WTA
1440
Washington Trust Advisors
Massachusetts
$29.5K -$557 -1 -2%
WWM
1441
Wolff Wiese Magana
California
$29.2K +$29K +52 +743%
AA
1442
AlphaMark Advisors
Kentucky
$29K -$11.7K -21 -26%
M
1443
MOTCO
Texas
$28.7K
MCM
1444
MidAtlantic Capital Management
Virginia
$28.7K +$32.3K +58 New
S
1445
Sachetta
Massachusetts
$27.2K -$5.57K -10 -15%
BGAI
1446
Bruce G. Allen Investments
Colorado
$26.7K +$10.6K +19 +54%
MAM
1447
Marquette Asset Management
Minnesota
$25.7K
VF
1448
VitalStone Financial
Texas
$25.2K
DI
1449
DAGCO Inc
Ohio
$24.7K
SN
1450
Sittner & Nelson
Oregon
$24.7K

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.