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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
OLVIG
1476
Oliver Lagore Vanvalin Investment Group
Michigan
$14.3K -$15K -27 -48%
HWA
1477
HHM Wealth Advisors
Tennessee
$13.8K
JFA
1478
JNBA Financial Advisors
Minnesota
$13.8K
AP
1479
Atwood & Palmer
Missouri
$13.3K -$7.8K -14 -34%
CT
1480
Clearstead Trust
Maine
$13.3K -$13.9K -25 -48%
DF
1481
Dunhill Financial
United Kingdom
$13K +$7.8K +14 +117%
SIS
1482
Sound Income Strategies
Florida
$12.9K -$132K -237 -90%
DJSG
1483
D.J. St. Germain
Massachusetts
$12.9K
ICM
1484
Islay Capital Management
Texas
$12.4K -$1.35M -2,430 -99%
Twin Tree Management
1485
Twin Tree Management
Texas
$12.4K +$13.9K +25 New
IWP
1486
IAG Wealth Partners
Wisconsin
$11.9K
CTWM
1487
Cherry Tree Wealth Management
Minnesota
$11.4K
ACM
1488
Aster Capital Management
United Arab Emirates
$10.9K +$12.3K +22 New
BWP
1489
Baldwin Wealth Partners
Massachusetts
$9.9K +$10.6K +19 +1,900%
GGI
1490
Godsey & Gibb Inc
Virginia
$9.89K
HWM
1491
HighMark Wealth Management
Minnesota
$9.89K +$2.23K +4 +25%
MFT
1492
Moisand Fitzgerald Tamayo
Florida
$9.39K
PAI
1493
Pittenger & Anderson Inc
Nebraska
$9.39K
TPW
1494
Talon Private Wealth
Florida
$9.39K +$10.6K +19 New
SWM
1495
Sugarloaf Wealth Management
Georgia
$8.9K
TWD
1496
True Wealth Design
Ohio
$8.41K +$6.68K +12 +240%
DPW
1497
DiNuzzo Private Wealth
Pennsylvania
$7.91K -$557 -1 -6%
CSC
1498
Caldwell Sutter Capital
California
$7.42K
CWA
1499
Carolina Wealth Advisors
South Carolina
$7.42K +$8.35K +15 New
SC
1500
Stephens Consulting
Michigan
$6.92K -$2.78K -5 -26%

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.