McKesson
MCK
1,567 hedge funds and large institutions have $59.9B invested in McKesson in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 558 increasing their positions, 586 reducing their positions, and 67 closing their positions.
157% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 67
14% more capital invested
Capital invested by funds: $52.4B → $59.9B (+$7.49B)
6% more funds holding
Funds holding: 1,483 → 1,567 (+84)
5% more funds holding in top 10
Funds holding in top 10: 39 → 41 (+2)
0.12% less ownership
Funds ownership: 85.12% → 85% (-0.12%)
5% less repeat investments, than reductions
Existing positions increased: 558 | Existing positions reduced: 586
14% less call options, than puts
Call options by funds: $472M | Put options by funds: $548M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$1.16B |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$285M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$173M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$167M |
| 5 |
BGCP
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
+$92.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$834M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$270M |
| 3 |
Amundi
Paris,
France
|
-$128M |
| 4 |
BlackRock
New York
|
-$124M |
| 5 |
Man Group
London,
United Kingdom
|
-$80.1M |
MCK Hedge Fund Activity: Q1 2024 in Review
1,567 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2024, worth a combined $59.9B — up 14% from $52.4B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new MCK positions and 67 closed out — a net gain of 105 holders — while 558 added to existing stakes and 586 trimmed.
The largest buyer was Franklin Resources, adding an estimated $1.16B. The largest seller was Viking Global Investors, cutting an estimated $834M.
- 1,567 institutional investors held McKesson (MCK) as of Q1 2024, up from 1,483 in Q4 2023.
- Funds reported $59.9B of McKesson stock for Q1 2024, up 14% quarter-over-quarter.
- 172 funds opened new McKesson positions in Q1 2024 and 67 closed out, a net change of +105 holders.
- The largest McKesson buyer in Q1 2024 was Franklin Resources, an estimated $1.16B added.
- The largest McKesson seller in Q1 2024 was Viking Global Investors, an estimated $834M sold.
Based on aggregated 13F filings for Q1 2024.