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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
GW
526
GW & Wade
Massachusetts
$2.64M +$333K +733 +15%
TI
527
Tidal Investments
Wisconsin
$2.63M +$1.11M +2,432 +75%
RAM
528
Roanoke Asset Management
New Jersey
$2.62M
CA
529
CGN Advisors
Kansas
$2.59M -$329K -723 -11%
NWM
530
Napa Wealth Management
California
$2.59M +$2.54M +5,586 New
MIC
531
Meridian Investment Counsel
California
$2.58M -$13.6K -30 -0.5%
SA
532
Shilanski & Associates
Alaska
$2.55M -$115K -253 -4%
GWA
533
Gratus Wealth Advisors
Virginia
$2.53M +$2.48M +5,454 New
CB
534
Cadence Bank
Mississippi
$2.51M -$18.6K -41 -0.8%
MLICM
535
Metropolitan Life Insurance Company (MetLife)
New York
$2.51M -$75K -165 -3%
CWM
536
Calamos Wealth Management
Illinois
$2.5M -$8.64K -19 -0.4%
EOJOAM
537
E. Ohman J:or Asset Management
Sweden
$2.5M -$409K -900 -14%
AFS
538
Aft Forsyth & Sober
Florida
$2.5M
GTAM
539
Global Trust Asset Management
Florida
$2.49M -$11.4K -25 -0.5%
AEPWM
540
Atlantic Edge Private Wealth Management
Florida
$2.49M +$2.44M +5,371 New
IWC
541
Integrated Wealth Concepts
Massachusetts
$2.48M +$15K +33 +0.6%
FTDI
542
First Trust Direct Indexing
Massachusetts
$2.47M +$437K +962 +22%
MPA
543
Marvin & Palmer Associates
Delaware
$2.44M +$2.4M +5,270 New
HC
544
Hourglass Capital
Texas
$2.43M
MLM
545
Mount Lucas Management
Pennsylvania
$2.4M -$3.36M -7,391 -59%
UCFA
546
United Capital Financial Advisors
Texas
$2.39M +$1.4M +3,075 +147%
GLR
547
Great Lakes Retirement
Ohio
$2.38M +$613K +1,347 +35%
ARC
548
Advisor Resource Council
Texas
$2.36M +$1.89M +4,155 +442%
CAM
549
Claret Asset Management
Quebec, Canada
$2.35M -$909 -2 -0%
SC
550
Syon Capital
California
$2.35M +$1.49M +3,272 +181%

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.