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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
Cetera Investment Advisers
351
Cetera Investment Advisers
Illinois
$7.04M -$443K -974 -6%
CIBC World Market
352
CIBC World Market
Ontario, Canada
$6.97M -$3.11M -6,848 -31%
BA
353
Bellwether Advisors
Nebraska
$6.96M +$6.83M +15,023 New
SGH
354
Sivik Global Healthcare
Connecticut
$6.95M -$1.14M -2,500 -14%
WT
355
Whittier Trust
California
$6.92M -$26.8K -59 -0.4%
IGAM
356
iA Global Asset Management
Quebec, Canada
$6.85M +$1.79M +3,932 +36%
BEW
357
Burton Enright Welch
California
$6.84M -$24.6K -54 -0.4%
FI
358
Firetrail Investments
Australia
$6.79M +$6.34M +13,953 New
QCM
359
Quantinno Capital Management
New York
$6.73M +$1.12M +2,462 +20%
HFS
360
Haverford Financial Services
Pennsylvania
$6.7M +$23.6K +52 +0.4%
RWM
361
Ritholtz Wealth Management
New York
$6.66M -$38.7K -85 -0.6%
ACM
362
Argyle Capital Management
Pennsylvania
$6.61M -$1.08M -2,385 -14%
Wealthfront Advisers
363
Wealthfront Advisers
California
$6.59M +$322K +709 +5%
BCWM
364
Bartlett & Co Wealth Management
Ohio
$6.54M -$63.2K -139 -1%
BC
365
Bartlett & Co
Ohio
$6.54M -$63.2K -139 -1%
BPWM
366
Badgley Phelps Wealth Managers
Washington
$6.48M +$6.37M +14,005 New
SIA
367
Soltis Investment Advisors
Utah
$6.46M +$443K +974 +7%
SMDAM
368
Sumitomo Mitsui DS Asset Management
Japan
$6.45M +$55.5K +122 +0.9%
BAMF
369
BI Asset Management Fondsmaeglerselskab
Denmark
$6.42M +$1.39M +3,062 +28%
KCM
370
Kornitzer Capital Management
Kansas
$6.41M +$5.12M +11,250 +433%
VMPIC
371
Varma Mutual Pension Insurance Co
Finland
$6.34M -$7.41M -16,300 -54%
IMRF
372
Illinois Municipal Retirement Fund
Illinois
$6.29M -$1.12M -2,461 -15%
Rafferty Asset Management
373
Rafferty Asset Management
New York
$6.27M -$238K -523 -4%
Daiwa Securities Group
374
Daiwa Securities Group
Japan
$6.21M -$141K -309 -2%
FCH
375
Freestone Capital Holdings
Washington
$6.19M -$68.7K -151 -1%

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.