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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
QIM
426
Quantitative Investment Management
Virginia
$4.54M +$4.46M +9,803 New
WBC
427
Westpac Banking Corp
Australia
$4.54M +$104K +228 +2%
AssetMark Inc
428
AssetMark Inc
California
$4.53M +$636K +1,399 +17%
AAM
429
Advisors Asset Management
Colorado
$4.46M -$1.18M -2,597 -21%
ILI
430
Invesco LLC (Illinois)
Illinois
$4.43M
JSC
431
Jackson Square Capital
California
$4.4M +$2.87M +6,308 +197%
SG Americas Securities
432
SG Americas Securities
New York
$4.38M +$693K +1,525 +19%
PTCG
433
Pring Turner Capital Group
California
$4.37M -$39.6K -87 -0.9%
Bessemer Group
434
Bessemer Group
New Jersey
$4.35M -$156K -343 -4%
TSS
435
Two Sigma Securities
New York
$4.31M
ISL
436
Ingalls & Snyder LLC
New York
$4.17M +$94.1K +207 +2%
HIMCH
437
Hartford Investment Management Co (HIMCO)
Connecticut
$4.15M -$179K -393 -4%
SC
438
Savant Capital
Illinois
$4.12M +$107K +236 +3%
WG
439
Winton Group
United Kingdom
$4.07M +$3.99M +8,784 New
GAM
440
Groupama Asset Management
France
$4.07M +$8.05M +17,711 New
3IP
441
3Chopt Investment Partners
Virginia
$4.06M -$94.6K -208 -2%
PGFC
442
Peapack-Gladstone Financial Corp
New Jersey
$4.02M +$188K +414 +5%
MWM
443
Moran Wealth Management
Florida
$3.98M -$470K -1,033 -11%
LS
444
Livforsakringsbolaget Skandia
Sweden
$3.97M +$54.1K +119 +1%
GP
445
Geneva Partners
Wisconsin
$3.96M -$859K -1,890 -18%
BCM
446
Brookstone Capital Management
Illinois
$3.95M -$82.3K -181 -2%
AIM
447
Anchor Investment Management
South Carolina
$3.94M +$159K +350 +4%
SAM
448
Securian Asset Management
Minnesota
$3.93M -$542K -1,192 -12%
CG
449
Castellan Group
Kentucky
$3.92M +$40.9K +90 +1%
RCA
450
Resonant Capital Advisors
Wisconsin
$3.91M -$243K -535 -6%

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.