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McKesson

1,347 hedge funds and large institutions have $49.7B invested in McKesson in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 449 increasing their positions, 525 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 78

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2% more funds holding

Funds holding: 1,3201,347 (+27)

1% more capital invested

Capital invested by funds: $49.2B → $49.7B (+$461M)

0% more call options, than puts

Call options by funds: $469M | Put options by funds: $468M

0.75% less ownership

Funds ownership: 85.16%84.42% (-0.75%)

14% less repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 525

Holders
1,347
Holders Change
+27
Holders Change %
+2.05%
% of All Funds
21.38%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
122
Increased
449
Reduced
525
Closed
78
Calls
$469M
Puts
$468M
Net Calls
+$1.22M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
351
Freestone Capital Holdings
Washington
$5.88M -$978K -2,321 -15%
AA
352
Ancora Advisors
Ohio
$5.79M -$134K -319 -2%
PFO
353
Pathstone Family Office
New Jersey
$5.77M +$2.26M +5,371 +68%
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$5.73M -$3.7M -8,775 -40%
BMSSC
355
B. Metzler seel. Sohn & Co
Germany
$5.67M -$3.86M -9,162 -41%
SIA
356
Soltis Investment Advisors
Utah
$5.65M +$3.29M +7,806 +151%
PMG
357
ProVise Management Group
Florida
$5.64M -$230K -545 -4%
LP
358
LMR Partners
United Kingdom
$5.54M +$5.37M +12,748 New
LSA
359
L & S Advisors
California
$5.5M +$5.33M +12,637 New
MLM
360
Mount Lucas Management
Pennsylvania
$5.47M -$135K -321 -2%
GIBU
361
Gulf International Bank (UK)
United Kingdom
$5.46M -$557K -1,322 -10%
RBA
362
Richard Bernstein Advisors
New York
$5.45M
VPIM
363
Vanguard Personalized Indexing Management
California
$5.44M +$1.08M +2,557 +26%
BCIM
364
British Columbia Investment Management
British Columbia, Canada
$5.36M -$11.4K -27 -0.2%
CP
365
Cumberland Partners
Ontario, Canada
$5.35M +$2.74M +6,505 +112%
SWM
366
Spire Wealth Management
Virginia
$5.34M -$116K -276 -2%
DWA
367
Dorsey Wright & Associates
California
$5.32M -$53.1K -126 -1%
AAM
368
Advisors Asset Management
Colorado
$5.32M +$26.6K +63 +0.5%
ALAM
369
Asahi Life Asset Management
Japan
$5.26M +$204K +484 +4%
MIM
370
MTM Investment Management
South Carolina
$5.26M
QCM
371
Quantinno Capital Management
New York
$5.25M +$163K +386 +3%
EF
372
Empowered Funds
Pennsylvania
$5.23M +$4.65M +11,026 +1,106%
GAM
373
Gotham Asset Management
New York
$5.2M -$482K -1,143 -9%
ECM
374
Element Capital Management
New York
$5.16M -$2.98M -7,070 -37%
FM
375
Freemont Management
Switzerland
$5.13M -$843K -2,000 -14%

MCK Hedge Fund Activity: Q3 2023 in Review

1,347 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2023, worth a combined $49.7B — up 0.94% from $49.2B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MCK positions and 78 closed out — a net gain of 44 holders — while 449 added to existing stakes and 525 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $393M. The largest seller was DZ Bank, cutting an estimated $379M.

  • 1,347 institutional investors held McKesson (MCK) as of Q3 2023, up from 1,320 in Q2 2023.
  • Funds reported $49.7B of McKesson stock for Q3 2023, up 0.94% quarter-over-quarter.
  • 122 funds opened new McKesson positions in Q3 2023 and 78 closed out, a net change of +44 holders.
  • The largest McKesson buyer in Q3 2023 was Viking Global Investors, an estimated $393M added.
  • The largest McKesson seller in Q3 2023 was DZ Bank, an estimated $379M sold.

Based on aggregated 13F filings for Q3 2023.