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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
SWIG
1676
Strategic Wealth Investment Group
Kentucky
-$214K -365 Closed
CWS
1677
Cypress Wealth Services
California
-$213K -364 Closed
DWM
1678
Destination Wealth Management
California
-$213K -364 Closed
NAS
1679
Nicolet Advisory Services
Wisconsin
-$213K -363 Closed
SCP
1680
Sivia Capital Partners
California
-$211K -362 Closed
AP
1681
Americana Partners
Texas
-$211K -361 Closed
FSWA
1682
Financial Synergies Wealth Advisors
Texas
-$210K -360 Closed
QWP
1683
Quotient Wealth Partners
Texas
-$210K -360 Closed
TWP
1684
Tempus Wealth Planning
California
-$210K -360 Closed
NFP
1685
Narus Financial Partners
Utah
-$210K -359 Closed
SMC
1686
Smith, Moore & Co
Missouri
-$208K -356 Closed
BFO
1687
Boston Family Office
Massachusetts
-$207K -355 Closed
CC
1688
Callan Capital
California
-$207K -354 Closed
ACM
1689
AlphaStar Capital Management
North Carolina
-$205K -351 Closed
TF
1690
Talbot Financial
Washington
-$205K -351 Closed
AWM
1691
Aberdeen Wealth Management
Illinois
-$204K -350 Closed
MAA
1692
Mraz Amerine & Associates
California
-$204K -350 Closed
SAM
1693
Synergy Asset Management
Washington
-$204K -349 Closed
FA
1694
Fortis Advisors
Pennsylvania
-$203K -348 Closed
MAG
1695
M3 Advisory Group
Massachusetts
-$202K -347 Closed
NL
1696
NKCFO LLC
Illinois
-$161K -275 Closed
WIA
1697
Wetzel Investment Advisors
Indiana
-$141K -262 Closed
LI
1698
Louisbourg Investments
New Brunswick, Canada
-$130K -222 Closed
RFG
1699
RFP Financial Group
Georgia
-$112K -191 Closed
AIM
1700
Acropolis Investment Management
Missouri
-$106K -181 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.