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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
IFG
1626
Independent Financial Group
California
-$305K -522 Closed
NWMG
1627
National Wealth Management Group
Ohio
-$295K -505 Closed
PCP
1628
Proficio Capital Partners
Massachusetts
-$290K -497 Closed
WF
1629
Wayfinding Financial
Washington
-$285K -487 Closed
KIG
1630
Kowal Investment Group
Wisconsin
-$277K -474 Closed
SW
1631
SMART Wealth
Nebraska
-$272K -465 Closed
RBFC
1632
Roman Butler Fullerton & Co
Missouri
-$272K -464 Closed
CIA
1633
Cascade Investment Advisors
Oregon
-$269K -460 Closed
RIG
1634
RiverFront Investment Group
Virginia
-$264K -452 Closed
IWA
1635
IBEX Wealth Advisors
New Jersey
-$262K -449 Closed
CP
1636
Camelot Portfolios
Ohio
-$260K -446 Closed
FA
1637
FDx Advisors
Illinois
-$251K -429 Closed
PI
1638
PFG Investments
New York
-$249K -427 Closed
GA
1639
Goldstein Advisors
Wisconsin
-$248K -425 Closed
HFA
1640
Harbert Fund Advisors
Alabama
-$248K -425 Closed
WC
1641
Waterloo Capital
Texas
-$246K -422 Closed
NA
1642
Navellier & Associates
Nevada
-$246K -421 Closed
LWL
1643
Leo Wealth LLC
Texas
-$238K -408 Closed
ODIJL
1644
One Day In July LLC
Vermont
-$238K -407 Closed
WDC
1645
Woodward Diversified Capital
California
-$238K -407 Closed
WWP
1646
Waypoint Wealth Partners
California
-$234K -400 Closed
CIAS
1647
Capital Investment Advisory Services
North Carolina
-$233K -398 Closed
EFL
1648
ERn Financial LLC
Wisconsin
-$232K -397 Closed
AIM
1649
Aspen Investment Management
Michigan
-$231K -395 Closed
PGWM
1650
Parisi Gray Wealth Management
New Jersey
-$230K -394 Closed

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.