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McKesson
MCK

Overview Fund Activity

1,648 hedge funds and large institutions have $63.4B invested in McKesson in 2024 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 546 increasing their positions, 621 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+118
Holders Change %
+7.71%
% of All Funds
21.94%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.48%
New
250
Increased
546
Reduced
621
Closed
98
Calls
$1.12B
Puts
$774M
Net Calls
+$343M
Net Calls Change
-$24.2M

Top Buyers

1
FCM
Farallon Capital Management
California
$348M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.48B
3
Marshall Wace
Marshall Wace
United Kingdom
$205M
4
Deutsche Bank
Deutsche Bank
Germany
$428M
5
AllianceBernstein
AllianceBernstein
Tennessee
$487M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$867K
2
BlackRock
BlackRock
New York
$5.95B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$356M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.45B
5
Bank of America
Bank of America
North Carolina
$865M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPL
1626
Capital & Planning LLC
Georgia
$2.28K +$2.28K +4 New
LIS
1627
Legacy Investment Solutions
Idaho
$1.79K +$596 +1 +50%
LWMI
1628
Legacy Wealth Management (Idaho)
Idaho
$1.79K +$596 +1 +50%
CIAS
1629
CBIZ Investment Advisory Services
Ohio
$1.71K +$1.71K +3 New
FMP
1630
Financial Management Professionals
Texas
$1.71K – – –
TIM
1631
Tortoise Investment Management
New York
$1.71K – – –
GWSA
1632
Global Wealth Strategies & Associates
Colorado
$1.71K – – –
NL
1633
NVWM LLC
Pennsylvania
$1.71K +$1.14K +2 +200%
NRG
1634
Nemes Rush Group
Michigan
$1.71K +$1.71K +3 New
PWM
1635
Parkworth Wealth Management
California
$1.71K +$1.71K +3 New
NS
1636
NBC Securities
Alabama
$1.24K -$1.35M -2,172 -100%
WA
1637
WestEnd Advisors
North Carolina
$1.14K +$570 +1 +100%
OSNBOA
1638
Old Second National Bank of Aurora
Illinois
$1.14K +$1.14K +2 New
RPA
1639
Redwood Park Advisors
California
$1.14K +$1.14K +2 New
CIAM
1640
Caitong International Asset Management
Hong Kong
$1.14K +$1.14K +2 New
TFA
1641
Transamerica Financial Advisors
Florida
$1K – – –
WTFG
1642
Wood Tarver Financial Group
Idaho
$1K +$1K +3 New
1IA
1643
1620 Investment Advisors
Massachusetts
$627 – – –
RAM
1644
Riggs Asset Management
Pennsylvania
$571 -$2.86K -5 -83%
AWM
1645
Activest Wealth Management
Florida
$570 -$2.85K -5 -83%
WBC
1646
West Branch Capital
Massachusetts
$570 – – –
SMAM
1647
Sugar Maple Asset Management
Wisconsin
$570 +$570 +1 New
KBFS
1648
Kohmann Bosshard Financial Services
Ohio
$570 +$570 +1 New
RFG
1649
REAP Financial Group
Texas
$285 +$285 +1 New
JAM
1650
Jupiter Asset Management
United Kingdom
– -$62.5M -126,491 Closed
64 65
66
67 68