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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
TPM
401
Triasima Portfolio Management
Quebec, Canada
$5.13M -$17.7K -39 -0.4%
GFG
402
Greystone Financial Group
Michigan
$5.13M +$5.04M +11,076 New
PAG
403
Private Advisor Group
New Jersey
$5.12M +$547K +1,204 +12%
HR
404
Howe & Rusling
New York
$5.11M -$31.4K -69 -0.6%
BCFS
405
Butensky & Cohen Financial Security
Florida
$5.11M -$181K -397 -3%
FIA
406
Foundations Investment Advisors
Arizona
$5.09M +$1.65M +3,621 +55%
SSA
407
Schonfeld Strategic Advisors
New York
$5.03M +$4.56M +10,032 +1,216%
CP
408
Cumberland Partners
Ontario, Canada
$5.02M -$634K -1,395 -11%
BCV
409
Banque Cantonale Vaudoise
Switzerland
$5M +$3.7M +8,128 +303%
BAMCO Inc
410
BAMCO Inc
New York
$5M
CTC
411
Central Trust Company
Missouri
$4.99M +$7.28K +16 +0.1%
RJT
412
Raymond James Trust
Florida
$4.98M -$24.1K -53 -0.5%
Kayne Anderson Rudnick Investment Management
413
Kayne Anderson Rudnick Investment Management
California
$4.98M -$1.6M -3,529 -25%
TCOT
414
Trust Company of Toledo
Ohio
$4.98M
KRS
415
Kentucky Retirement Systems
Kentucky
$4.93M -$20.5K -45 -0.4%
BP
416
Ballentine Partners
Massachusetts
$4.9M -$207K -455 -4%
DZ Bank
417
DZ Bank
Germany
$4.88M +$2.25M +4,957 +89%
MSRPS
418
Maryland State Retirement & Pension System
Maryland
$4.85M
WTC
419
WhitTier Trust Company
Nevada
$4.84M -$218K -479 -4%
CAM
420
Cresset Asset Management
Illinois
$4.81M +$231K +507 +5%
CI
421
Ceera Investments
Texas
$4.79M -$70.5K -155 -1%
CIBC Private Wealth Group
422
CIBC Private Wealth Group
Georgia
$4.76M -$397K -873 -8%
EGM
423
Engineers Gate Manager
New York
$4.68M +$3.91M +8,588 +566%
Fifth Third Bancorp
424
Fifth Third Bancorp
Ohio
$4.61M -$1.47M -3,227 -24%
FMWA
425
Forvis Mazars Wealth Advisors
Missouri
$4.56M -$156K -342 -3%

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.