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McKesson

970 hedge funds and large institutions have $25.8B invested in McKesson in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 334 increasing their positions, 366 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $337M | Put options by funds: $170M

12% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 76

0.87% more ownership

Funds ownership: 86.72%87.58% (+0.87%)

0% more funds holding

Funds holding: 970970 (0)

4% less capital invested

Capital invested by funds: $26.8B → $25.8B (-$1.02B)

9% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 366

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
970
Holders Change
Holders Change %
0%
% of All Funds
16.88%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
85
Increased
334
Reduced
366
Closed
76
Calls
$337M
Puts
$170M
Net Calls
+$167M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.02B -$26.5M -137,378 -0.9%
BlackRock
2
BlackRock
New York
$2.59B -$167M -862,092 -6%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.38B -$76.4M -395,792 -5%
State Street
4
State Street
Massachusetts
$1.32B -$16.3M -84,597 -1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.05B -$72.7M -376,396 -6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$792M +$58.7M +303,884 +8%
Invesco
7
Invesco
Georgia
$691M -$32.5M -168,404 -4%
Pzena Investment Management
8
Pzena Investment Management
New York
$610M +$26.8M +138,670 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$554M +$4.85M +25,115 +0.9%
Boston Partners
10
Boston Partners
Massachusetts
$471M -$75.9M -392,835 -14%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$466M +$83.4M +431,982 +22%
Bank of America
12
Bank of America
North Carolina
$379M -$11.3M -58,330 -3%
Northern Trust
13
Northern Trust
Illinois
$338M -$21.8M -112,796 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$338M -$131M -675,860 -28%
Norges Bank
15
Norges Bank
Norway
$320M -$15.6M -80,945 -5%
LSV Asset Management
16
LSV Asset Management
Illinois
$298M -$531K -2,750 -0.2%
American Century Companies
17
American Century Companies
Missouri
$295M +$23.2M +120,173 +8%
GCM
18
Glenview Capital Management
New York
$283M -$53.8M -278,635 -16%
Legal & General Group
19
Legal & General Group
United Kingdom
$230M -$10.3M -53,189 -4%
Ameriprise
20
Ameriprise
Minnesota
$214M +$16.7M +86,596 +8%
PPA
21
Parametric Portfolio Associates
Washington
$210M -$695K -3,598 -0.3%
Morgan Stanley
22
Morgan Stanley
New York
$202M +$25.1M +129,753 +14%
Charles Schwab
23
Charles Schwab
California
$195M +$7.27M +37,640 +4%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$194M -$66.4M -343,592 -25%
Millennium Management
25
Millennium Management
New York
$184M +$136M +706,481 +277%

MCK Hedge Fund Activity: Q2 2021 in Review

970 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2021, worth a combined $25.8B — down 3.8% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MCK positions and 76 closed out — a net gain of 9 holders — while 334 added to existing stakes and 366 trimmed.

The largest buyer was Millennium Management, adding an estimated $136M. The largest seller was BlackRock, cutting an estimated $167M.

  • 970 institutional investors held McKesson (MCK) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $25.8B of McKesson stock for Q2 2021, down 3.8% quarter-over-quarter.
  • 85 funds opened new McKesson positions in Q2 2021 and 76 closed out, a net change of +9 holders.
  • The largest McKesson buyer in Q2 2021 was Millennium Management, an estimated $136M added.
  • The largest McKesson seller in Q2 2021 was BlackRock, an estimated $167M sold.

Based on aggregated 13F filings for Q2 2021.