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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
OCM
1701
Orion Capital Management
California
-$84.1K -144 Closed
SOW
1702
State of Wyoming
Wyoming
-$66.6K -114 Closed
SWS
1703
SYSTM Wealth Solutions
Illinois
-$60.3K -103 Closed
PWM
1704
Partnership Wealth Management
Maryland
-$46.7K -80 Closed
RFA
1705
Register Financial Advisors
Georgia
-$31.5K -54 Closed
CH
1706
Canton Hathaway
Rhode Island
-$23K -40 Closed
FRA
1707
Front Row Advisors
California
-$18.7K -32 Closed
ANBT
1708
American National Bank & Trust
Texas
-$17.5K -30 Closed
DIP
1709
DT Investment Partners
Pennsylvania
-$14.6K -25 Closed
TWP
1710
Triad Wealth Partners
Kansas
-$11.7K -20 Closed
LIA
1711
Lynx Investment Advisory
District of Columbia
-$8.76K -15 Closed
FW
1712
Fairway Wealth
Ohio
-$8.18K -14 Closed
PG
1713
Proffitt & Goodson
Tennessee
-$7.59K -13 Closed
TSWM
1714
Tyler-Stone Wealth Management
Ohio
-$7.01K -12 Closed
HF
1715
Halpern Financial
Virginia
-$5.84K -10 Closed
MSFP
1716
Mark Sheptoff Financial Planning
Connecticut
-$4.09K -7 Closed
AFWM
1717
Abich Financial Wealth Management
Virginia
-$3.72K -6 Closed
TJHA
1718
Thomas J. Herzfeld Advisors
Florida
-$2.34K -4 Closed
DWA
1719
Delos Wealth Advisors
Texas
-$1.17K -2 Closed
SFCL
1720
Strengthening Families & Communities LLC
Massachusetts
-$1K -1 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.