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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
CAC
1451
Core Alternative Capital
Georgia
$24.2K
HIA
1452
Harbor Investment Advisory
Maryland
$22.2K -$557 -1 -2%
TSMHT
1453
Thurston Springer Miller Herd & Titak
Indiana
$22.2K -$436K -783 -95%
BWL
1454
Bogart Wealth LLC
Virginia
$21.8K
AFS
1455
Annapolis Financial Services
Maryland
$21.5K -$1.11K -2 -4%
VWA
1456
Valued Wealth Advisors
Utah
$21.3K +$1.11K +2 +5%
BIA
1457
Bell Investment Advisors
California
$21.3K -$1.11K -2 -4%
HFM
1458
Harvest Fund Management
China
$21K -$1.03M -1,851 -98%
AP
1459
Aspect Partners
Virginia
$20.3K
MWM
1460
Mascoma Wealth Management
New Hampshire
$20.3K
CCA
1461
Criterion Capital Advisors
Tennessee
$19.9K
PCWA
1462
Pacific Capital Wealth Advisors
California
$19.8K
TLA
1463
Tanglewood Legacy Advisors
Texas
$19.8K
CWM
1464
Cedar Wealth Management
California
$19.3K
FFC
1465
First Financial Corp
Indiana
$18.8K
NMM
1466
Naples Money Management
Florida
$18.8K
VAMG
1467
Voisard Asset Management Group
Michigan
$18.8K +$3.34K +6 +19%
HI
1468
Hoey Investments
Pennsylvania
$17.5K
GJWM
1469
Gilliland Jeter Wealth Management
Arkansas
$17.3K
Walleye Trading
1470
Walleye Trading
New York
$16.8K -$3.27M -5,869 -99%
Loomis, Sayles & Company
1471
Loomis, Sayles & Company
Massachusetts
$16K
IUHSA
1472
Itau Unibanco Holding S.A.
Brazil
$15.8K +$17.8K +32 New
AWM
1473
Abound Wealth Management
Tennessee
$15.5K +$557 +1 +3%
HGA
1474
Hobbs Group Advisors
South Carolina
$15.3K
CPA
1475
Capital Performance Advisors
California
$14.5K +$16.1K +29 New

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.