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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
CI Investments Inc
476
CI Investments Inc
Ontario, Canada
$3.44M -$499K -1,097 -13%
SCM
477
Silvant Capital Management
Georgia
$3.42M +$1.26M +2,770 +60%
TIAA Trust, National Association
478
TIAA Trust, National Association
North Carolina
$3.39M -$13.6K -30 -0.4%
MOS
479
MGO One Seven
Ohio
$3.39M -$695K -1,528 -17%
AWS
480
Atria Wealth Solutions
New York
$3.38M +$351K +771 +12%
CP
481
CenterBook Partners
Connecticut
$3.31M +$708K +1,558 +28%
CW
482
Connectus Wealth
Ohio
$3.3M +$809K +1,778 +33%
CHAM
483
Clear Harbor Asset Management
Connecticut
$3.29M
CA
484
Cornerstone Advisors
North Carolina
$3.29M -$1.14M -2,500 -26%
OAM
485
Ostrum Asset Management
France
$3.27M -$129K -283 -4%
NMERB
486
New Mexico Educational Retirement Board
New Mexico
$3.27M
WAM
487
Weatherly Asset Management
California
$3.26M -$133K -293 -4%
SC
488
Settian Capital
New York
$3.24M +$909K +2,000 +40%
SFA
489
Sequoia Financial Advisors
Ohio
$3.18M +$695K +1,528 +29%
BOH
490
Bank of Hawaii
Hawaii
$3.16M -$40.9K -90 -1%
BCM
491
Beck Capital Management
Texas
$3.15M +$25K +55 +0.8%
AWM
492
Apollon Wealth Management
South Carolina
$3.15M +$680K +1,496 +28%
PF
493
Phoenix Financial
Israel
$3.14M -$67.8K -149 -2%
WSCM
494
Wellington Shields Capital Management
New York
$3.13M +$1.59M +3,500 +107%
SP
495
Symmetry Partners
Connecticut
$3.12M -$294K -646 -9%
Northwestern Mutual Wealth Management
496
Northwestern Mutual Wealth Management
Wisconsin
$3.1M -$719K -1,582 -19%
DT
497
Diversified Trust
Tennessee
$3.07M +$675K +1,485 +29%
GIA
498
Gladstone Institutional Advisory
Florida
$3.05M +$2.99M +6,581 New
TNBTD
499
Trustmark National Bank Trust Department
Mississippi
$3.03M +$1.11M +2,434 +59%
NIC
500
Northwest Investment Counselors
Oregon
$3.01M -$214K -471 -7%

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.