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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
CAL
1501
Capital Advisors Ltd
Ohio
$67K +$8.35K +15 +15%
LWM
1502
Liberty Wealth Management
California
$67K +$30.2M +54,338 New
SOW
1503
State of Wyoming
Wyoming
$66.6K +$63.5K +114 New
WWP
1504
WR Wealth Planners
Missouri
$62.5K +$7.24K +13 +14%
TFIPS
1505
Towarzystwo Funduszy Inwestycyjnych PZU SA
$61.3K
SWS
1506
SYSTM Wealth Solutions
Illinois
$60.3K -$1.64M -2,952 -97%
CCC
1507
Chelsea Counsel Company
California
$58.5K +$55.7K +100 New
IGWM
1508
ICA Group Wealth Management
Colorado
$58.4K -$153K -274 -73%
B
1509
Birchbrook
Maine
$58.4K
MB
1510
Mizuho Bank
Japan
$58.4K +$55.7K +100 New
PFSC
1511
Peoples Financial Services Corp
Pennsylvania
$58.4K
EWP
1512
Elevation Wealth Partners
California
$57.8K +$5.01K +9 +10%
WT
1513
Washington Trust
Rhode Island
$56.7K
PB
1514
Pinnacle Bancorp
Nebraska
$54.3K
RTC
1515
Riverview Trust Company
Washington
$53.1K
CB
1516
Centennial Bank
Arkansas
$52.6K +$50.1K +90 New
CHA
1517
Carmichael Hill & Associates
Maryland
$52K +$49.5K +89 New
BG
1518
Bollard Group
Massachusetts
$50K
TFM
1519
TFC Financial Management
Massachusetts
$49.1K
EA
1520
Evolution Advisers
Virginia
$48K
CWC
1521
Carolinas Wealth Consulting
North Carolina
$47.5K +$557 +1 +1%
AA
1522
AlphaMark Advisors
Kentucky
$47K
PWM
1523
Partnership Wealth Management
Maryland
$46.7K -$56.2K -101 -56%
LOIP
1524
Live Oak Investment Partners
Texas
$46.7K
DCM
1525
Disciplina Capital Management
Tennessee
$45K

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.