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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
TAM
1651
Tucker Asset Management
Colorado
-$230K -394 Closed
HW
1652
Hamilton Wealth
California
-$228K -391 Closed
BFA
1653
Beaumont Financial Advisors
Massachusetts
-$228K -390 Closed
WA
1654
Wealthstream Advisors
New York
-$227K -389 Closed
BHWM
1655
Bar Harbor Wealth Management
New Hampshire
-$227K -388 Closed
SP
1656
Successful Portfolios
Florida
-$224K -384 Closed
TW
1657
Traveka Wealth
California
-$223K -381 Closed
CAG
1658
Crestwood Advisors Group
Massachusetts
-$221K -379 Closed
WCA
1659
Westover Capital Advisors
Delaware
-$221K -379 Closed
LSPW
1660
Lake Street Private Wealth
Illinois
-$221K -378 Closed
KFA
1661
Kapstone Financial Advisors
Ohio
-$220K -377 Closed
SWM
1662
Seaside Wealth Management
California
-$220K -377 Closed
SFO
1663
Stokes Family Office
Louisiana
-$220K -376 Closed
AFT
1664
Alpha Family Trust
California
-$219K -375 Closed
BFS
1665
Bard Financial Services
Connecticut
-$219K -375 Closed
FCA
1666
FLC Capital Advisors
California
-$219K -375 Closed
CMBA
1667
C.M. Bidwell & Associates
Hawaii
-$217K -372 Closed
MMHP
1668
Murphy Middleton Hinkle & Parker
Georgia
-$217K -372 Closed
9WM
1669
9258 Wealth Management
Ohio
-$216K -369 Closed
BB
1670
Busey Bank
Illinois
-$216K -369 Closed
GWM
1671
Gibbs Wealth Management
Georgia
-$216K -369 Closed
EIP
1672
Epoch Investment Partners
New York
-$215K -368 Closed
TPWA
1673
TRUE Private Wealth Advisors
Oregon
-$214K -367 Closed
SFC
1674
SYM Financial Corp
Indiana
-$214K -366 Closed
XF
1675
XML Financial
Maryland
-$214K -366 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.