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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
AWA
601
Aaron Wealth Advisors
Illinois
$1.91M +$37.3K +82 +2%
BL
602
Balentine LLC
Georgia
$1.89M +$17.7K +39 +1%
CPW
603
Cove Private Wealth
New York
$1.89M +$1.85M +4,075 New
CCP
604
Cunning Capital Partners
North Carolina
$1.87M
ATC
605
Argent Trust Co
Tennessee
$1.86M -$111K -244 -6%
PS
606
Pensionfund Sabic
Netherlands
$1.85M
Brown Advisory
607
Brown Advisory
Maryland
$1.85M -$36.4K -80 -2%
BO
608
Bank OZK
Arkansas
$1.83M +$36.4K +80 +2%
MFAM
609
Motley Fool Asset Management
Virginia
$1.83M +$78.2K +172 +5%
IWS
610
Insight Wealth Strategies
California
$1.81M +$1.78M +3,917 New
HIC
611
Holderness Investments Company
North Carolina
$1.81M
CIG
612
Cairn Investment Group
Washington
$1.8M +$1.36K +3 +0.1%
IIM
613
Ironwood Investment Management
Massachusetts
$1.8M -$4.55K -10 -0.3%
IA
614
IAM Advisory
Pennsylvania
$1.79M +$30.9K +68 +2%
KAS
615
Kestra Advisory Services
Texas
$1.79M +$871K +1,916 +98%
WR
616
WD Rutherford
Oregon
$1.78M -$2.27K -5 -0.1%
S
617
SignatureFD
Georgia
$1.77M +$13.6K +30 +0.8%
NL
618
Navalign LLC
California
$1.76M -$96.9K -213 -5%
BCM
619
Bridgeway Capital Management
Texas
$1.76M
GIA
620
Gateway Investment Advisers
Ohio
$1.74M +$158K +348 +10%
FI
621
FJ Investments
Utah
$1.69M +$1.66M +3,657 New
VAG
622
VisionPoint Advisory Group
Texas
$1.69M +$112K +247 +7%
RIM
623
Redwood Investment Management
Arizona
$1.69M -$234K -514 -12%
B
624
Bridgeworth
Alabama
$1.67M -$1.82K -4 -0.1%
FT
625
Fiduciary Trust
Massachusetts
$1.67M -$1.36K -3 -0.1%

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.