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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
LSV Asset Management
26
LSV Asset Management
Illinois
$373M -$42.6M -101,033 -11%
Charles Schwab
27
Charles Schwab
California
$345M +$1.03M +2,442 +0.3%
UBS AM
28
UBS AM
Illinois
$343M +$12.3M +29,216 +4%
Pacer Advisors
29
Pacer Advisors
Pennsylvania
$333M +$44.3M +105,070 +16%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$319M -$45.5M -108,019 -13%
Millennium Management
31
Millennium Management
New York
$316M +$13.1M +30,970 +4%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$314M -$3.32M -7,870 -1%
AllianceBernstein
33
AllianceBernstein
Tennessee
$268M -$12.3M -29,090 -4%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$266M +$7.56M +17,951 +3%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$248M +$33.8M +80,136 +16%
Caisse de Depot et Placement du Quebec (CDPQ)
36
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$247M +$115M +272,266 +92%
SI
37
Scharf Investments
California
$234M -$57.4M -136,193 -20%
AQR Capital Management
38
AQR Capital Management
Connecticut
$233M -$41.1M -97,615 -15%
Allianz Asset Management
39
Allianz Asset Management
Germany
$230M -$28.2M -66,824 -11%
Amundi
40
Amundi
France
$228M -$45.3M -107,424 -18%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$226M +$132M +313,003 +152%
N
42
Nuveen
North Carolina
$225M -$4.15M -9,849 -2%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$206M +$3.19M +7,566 +2%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$193M -$45.7M -108,552 -20%
Wells Fargo
45
Wells Fargo
California
$192M -$11M -26,114 -6%
Swiss National Bank
46
Swiss National Bank
Switzerland
$190M -$24.8M -58,800 -12%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$188M -$17.6M -41,678 -9%
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$186M +$135M +321,193 +303%
Robeco Institutional Asset Management
49
Robeco Institutional Asset Management
Netherlands
$182M -$7.55M -17,905 -4%
Citadel Advisors
50
Citadel Advisors
Florida
$178M -$109M -258,096 -39%

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.