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McKesson
MCK

Overview Fund Activity

1,530 hedge funds and large institutions have $52.9B invested in McKesson in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 512 increasing their positions, 650 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
-87
Holders Change %
-5.38%
% of All Funds
22.13%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.48%
New
109
Increased
512
Reduced
650
Closed
173
Calls
$980M
Puts
$613M
Net Calls
+$367M
Net Calls Change
+$329M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$1.1B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$448M
3
CG
Carmignac Gestion
France
+$234M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$217M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$211M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$328M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$255M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$224M
5
Marshall Wace
Marshall Wace
United Kingdom
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
1626
Harbert Fund Advisors
Alabama
– -$248K -425 Closed
WC
1627
Waterloo Capital
Texas
– -$246K -422 Closed
NA
1628
Navellier & Associates
Nevada
– -$246K -421 Closed
LWL
1629
Leo Wealth LLC
Texas
– -$238K -408 Closed
WDC
1630
Woodward Diversified Capital
California
– -$238K -407 Closed
ODIJL
1631
One Day In July LLC
Vermont
– -$238K -407 Closed
WWP
1632
Waypoint Wealth Partners
California
– -$234K -400 Closed
CIAS
1633
Capital Investment Advisory Services
North Carolina
– -$233K -398 Closed
EFL
1634
ERn Financial LLC
Wisconsin
– -$232K -397 Closed
AIM
1635
Aspen Investment Management
Michigan
– -$231K -395 Closed
PGWM
1636
Parisi Gray Wealth Management
New Jersey
– -$230K -394 Closed
TAM
1637
Tucker Asset Management
Colorado
– -$230K -394 Closed
HW
1638
Hamilton Wealth
California
– -$228K -391 Closed
BFA
1639
Beaumont Financial Advisors
Massachusetts
– -$228K -390 Closed
WA
1640
Wealthstream Advisors
New York
– -$227K -389 Closed
BHWM
1641
Bar Harbor Wealth Management
New Hampshire
– -$227K -388 Closed
SP
1642
Successful Portfolios
Florida
– -$224K -384 Closed
TW
1643
Traveka Wealth
California
– -$223K -381 Closed
CAG
1644
Crestwood Advisors Group
Massachusetts
– -$221K -379 Closed
WCA
1645
Westover Capital Advisors
Delaware
– -$221K -379 Closed
LSPW
1646
Lake Street Private Wealth
Illinois
– -$221K -378 Closed
KFA
1647
Kapstone Financial Advisors
Ohio
– -$220K -377 Closed
SWM
1648
Seaside Wealth Management
California
– -$220K -377 Closed
SFO
1649
Stokes Family Office
Louisiana
– -$220K -376 Closed
FCA
1650
FLC Capital Advisors
California
– -$219K -375 Closed
64 65
66
67 68