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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
RWA
1501
Redmont Wealth Advisors
Illinois
$6.92K
SC
1502
Solstein Capital
California
$6.92K
CTB
1503
Country Trust Bank
Illinois
$6.43K
ECM
1504
Estabrook Capital Management
New York
$6.43K
FFA
1505
Frazier Financial Advisors
Ohio
$5.93K +$5.57K +10 +500%
RWML
1506
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.93K
RI
1507
Ridgewood Investments
New Jersey
$5.44K -$557 -1 -8%
MHR
1508
Matthew Hamilton Rosenberg
$5.44K
PFG
1509
Peterson Financial Group
Iowa
$4.96K +$5.57K +10 New
HCP
1510
Hexagon Capital Partners
Arkansas
$4.94K -$1.67K -3 -23%
BAM
1511
Byrne Asset Management
New Jersey
$4.94K
PSB
1512
Piscataqua Savings Bank
New Hampshire
$4.94K
PA
1513
Pineridge Advisors
Missouri
$4.47K
CCM
1514
Copeland Capital Management
Pennsylvania
$4.45K +$5.01K +9 New
PPC
1515
Park Place Capital
Alabama
$3.96K
FAM
1516
Flaharty Asset Management
Florida
$3.96K +$4.46K +8 New
HWP
1517
Highline Wealth Partners
California
$3.46K -$557 -1 -13%
NMG
1518
New Millennium Group
Utah
$3.22K -$1.67K -3 -30%
AWM
1519
Activest Wealth Management
Florida
$3.08K +$3.34K +6 New
VNA
1520
Valley National Advisers
Pennsylvania
$3K -$124K -223 -97%
RAM
1521
Riggs Asset Management
Pennsylvania
$2.97K
AIM
1522
Arcadia Investment Management
Michigan
$2.47K
CPG
1523
Cornerstone Planning Group
New Jersey
$2K +$557 +1 +33%
RWM
1524
Ruedi Wealth Management
Illinois
$1.98K -$1.67K -3 -43%
GIM
1525
Gold Investment Management
Alberta, Canada
$1.98K

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.