We are live on ! Find out more
MCK icon

McKesson

1,483 hedge funds and large institutions have $53.5B invested in McKesson in 2023 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 491 increasing their positions, 542 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 79

10% more funds holding

Funds holding: 1,3481,483 (+135)

8% more capital invested

Capital invested by funds: $49.7B → $53.5B (+$3.88B)

2.53% more ownership

Funds ownership: 84.42%86.95% (+2.5%)

0% more call options, than puts

Call options by funds: $598M | Put options by funds: $597M

9% less repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 542

9% less funds holding in top 10

Funds holding in top 10: 4339 (-4)

Holders
1,483
Holders Change
+135
Holders Change %
+10.01%
% of All Funds
21.62%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
233
Increased
491
Reduced
542
Closed
79
Calls
$598M
Puts
$597M
Net Calls
+$921K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
251
HighTower Advisors
Illinois
$14.1M +$240K +528 +2%
CIM
252
Contravisory Investment Management
Massachusetts
$14.1M +$269K +592 +2%
MML Investors Services
253
MML Investors Services
Massachusetts
$14M -$434K -955 -3%
SGI
254
Summit Global Investments
Utah
$13.9M +$1.63M +3,593 +14%
SWM
255
Segment Wealth Management
Texas
$13.8M +$419K +922 +3%
SEM
256
Suncoast Equity Management
Florida
$13.8M +$13.5M +29,771 New
NEI
257
Northwest & Ethical Investments
Ontario, Canada
$13.7M -$100K -220 -0.7%
BFG
258
Bleakley Financial Group
New Jersey
$13.7M +$66.8K +147 +0.5%
SS
259
Simplicity Solutions
Minnesota
$13.7M +$66.8K +147 +0.5%
Walleye Capital
260
Walleye Capital
New York
$13.6M +$3.64M +7,997 +37%
Retirement Systems of Alabama
261
Retirement Systems of Alabama
Alabama
$13.6M -$536K -1,178 -4%
Mirae Asset Global Investments
262
Mirae Asset Global Investments
South Korea
$13.5M -$2.61M -5,745 -16%
COPPSERS
263
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.5M +$916K +2,015 +7%
MCM
264
McKinley Capital Management
Alaska
$13.4M -$2.76M -6,065 -17%
SBCM
265
Schwerin Boyle Capital Management
Massachusetts
$13.4M -$2.86M -6,300 -18%
VC
266
Vestor Capital
Illinois
$13.4M -$12.6M -27,661 -49%
BFM
267
Boothbay Fund Management
New York
$13M +$3.06M +6,735 +32%
EBSAM
268
Eubel Brady & Suttman Asset Management
Ohio
$12.9M -$2.84M -6,244 -18%
TPSF
269
Texas Permanent School Fund
Texas
$12.7M -$182K -401 -1%
SC
270
Scotia Capital
Ontario, Canada
$12.7M +$5.4M +11,870 +76%
II
271
IFM Investors
Australia
$12.1M -$340K -747 -3%
FHA
272
First Horizon Advisors
Tennessee
$12.1M -$673K -1,481 -5%
Cambridge Investment Research Advisors
273
Cambridge Investment Research Advisors
Iowa
$11.9M +$1.75M +3,844 +18%
Pathstone Holdings
274
Pathstone Holdings
New Jersey
$11.5M +$11.2M +24,718 New
CLOS
275
Compagnie Lombard Odier SCmA
Switzerland
$11.4M -$45.5K -100 -0.4%

MCK Hedge Fund Activity: Q4 2023 in Review

1,483 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2023, worth a combined $53.5B — up 7.8% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new MCK positions and 79 closed out — a net gain of 154 holders — while 491 added to existing stakes and 542 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.2B. The largest seller was T. Rowe Price Associates, cutting an estimated $379M.

  • 1,483 institutional investors held McKesson (MCK) as of Q4 2023, up from 1,348 in Q3 2023.
  • Funds reported $53.5B of McKesson stock for Q4 2023, up 7.8% quarter-over-quarter.
  • 233 funds opened new McKesson positions in Q4 2023 and 79 closed out, a net change of +154 holders.
  • The largest McKesson buyer in Q4 2023 was Morgan Stanley, an estimated $1.2B added.
  • The largest McKesson seller in Q4 2023 was T. Rowe Price Associates, an estimated $379M sold.

Based on aggregated 13F filings for Q4 2023.