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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
IIC
426
Ironwood Investment Counsel
Arizona
$3.81M -$99.5K -236 -3%
SC
427
Savant Capital
Illinois
$3.77M -$74.2K -176 -2%
HPM
428
Hudson Portfolio Management
New York
$3.73M -$91K -216 -2%
CI Investments Inc
429
CI Investments Inc
Ontario, Canada
$3.71M -$316K -749 -8%
LS
430
Livforsakringsbolaget Skandia
Sweden
$3.68M -$169K -400 -5%
LSERS
431
Louisiana State Employees Retirement System
Louisiana
$3.65M
RPC
432
Rossmore Private Capital
Connecticut
$3.65M
CG
433
Castellan Group
Kentucky
$3.65M -$647K -1,535 -15%
AssetMark Inc
434
AssetMark Inc
California
$3.64M +$380K +901 +12%
SLG
435
Stanley-Laman Group
Pennsylvania
$3.63M -$92.7K -220 -3%
LAM
436
Lakewood Asset Management
Illinois
$3.62M -$2.53K -6 -0.1%
CT
437
Chicago Trust
Illinois
$3.61M +$115K +274 +3%
Northwestern Mutual Wealth Management
438
Northwestern Mutual Wealth Management
Wisconsin
$3.6M +$800K +1,898 +30%
PGFC
439
Peapack-Gladstone Financial Corp
New Jersey
$3.59M +$7.59K +18 +0.2%
FAN
440
Financial Advisors Network
California
$3.55M +$3.44M +8,156 New
AIM
441
Anchor Investment Management
South Carolina
$3.54M
SFS
442
Strategic Financial Services
New York
$3.54M -$24K -57 -0.7%
PCA
443
Peddock Capital Advisors
Massachusetts
$3.54M +$6.32K +15 +0.2%
MFG
444
MidWestOne Financial Group
Iowa
$3.5M -$341K -808 -9%
SG Americas Securities
445
SG Americas Securities
New York
$3.45M -$1.6M -3,793 -32%
QI
446
QV Investors
Alberta, Canada
$3.45M -$1.4M -3,317 -29%
ATI
447
Act Two Investors
California
$3.43M
MA
448
Montag & Associates
Georgia
$3.41M +$239K +568 +8%
MCWS
449
McKinley Carter Wealth Services
West Virginia
$3.37M +$237K +563 +8%
API
450
Advisor Partners II
California
$3.34M -$14.3K -34 -0.4%

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.