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McKesson
MCK

Overview Fund Activity

1,340 hedge funds and large institutions have $49.6B invested in McKesson in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 445 increasing their positions, 524 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+27
Holders Change %
+2.06%
% of All Funds
21.36%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.69%
New
122
Increased
445
Reduced
524
Closed
78
Calls
$469M
Puts
$468M
Net Calls
+$1.22M
Net Calls Change
+$24.7M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$634M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.96B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.24B
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$186M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$226M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$2.42M
2
Marshall Wace
Marshall Wace
United Kingdom
$32.3M
3
Pzena Investment Management
Pzena Investment Management
New York
$43M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.16B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$675M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$2.02M +$148K +340 +8%
SIA
527
Schechter Investment Advisors
Michigan
$2.02M +$95.2K +219 +5%
SCM
528
Silvant Capital Management
Georgia
$2.01M – – –
CCG
529
Cypress Capital Group
Florida
$1.98M +$87.8K +202 +5%
AWC
530
Abundance Wealth Counselors
Pennsylvania
$1.98M -$57K -131 -3%
VHAM
531
Van Hulzen Asset Management
California
$1.96M +$113K +259 +6%
BPA
532
Beacon Pointe Advisors
California
$1.95M +$62.6K +144 +3%
NSAM
533
North Star Asset Management
Wisconsin
$1.95M +$30.4K +70 +2%
MCM
534
MAI Capital Management
Ohio
$1.94M +$74.4K +171 +4%
EFM
535
Eley Financial Management
Vermont
$1.93M -$46K -104 -2%
CA
536
Continuum Advisory
Idaho
$1.93M +$134K +308 +7%
CWP
537
Cyndeo Wealth Partners
Florida
$1.92M -$127K -292 -6%
KWA
538
KCS Wealth Advisory
California
$1.92M -$217K -498 -10%
PAS
539
Park Avenue Securities
New York
$1.91M +$1.91M +4,398 New
SWS
540
SYSTM Wealth Solutions
Illinois
$1.9M -$44.4K -102 -2%
FTDI
541
First Trust Direct Indexing
Massachusetts
$1.9M +$190K +437 +11%
HCM
542
HMS Capital Management
Tennessee
$1.9M -$47K -108 -2%
SW
543
SVB Wealth
Massachusetts
$1.89M -$27.4K -63 -1%
PK
544
Pflug Koory
Nebraska
$1.87M -$82.6K -190 -4%
CFGS
545
Concourse Financial Group Securities
Alabama
$1.86M +$72.3K +166 +4%
ATC
546
Argent Trust Co
Tennessee
$1.86M -$6.96K -16 -0.4%
NMIMC
547
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M -$7.83K -18 -0.4%
WIS
548
Wright Investors Service
Connecticut
$1.84M -$3.48K -8 -0.2%
Impax Asset Management Group
549
Impax Asset Management Group
United Kingdom
$1.82M -$475K -1,092 -21%
CNBT
550
Canandaigua National Bank & Trust
New York
$1.81M +$870 +2 +0%
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