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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
PFT
626
Providence First Trust
Arizona
$1.66M +$1.63M +3,583 New
MFG
627
Merit Financial Group
Georgia
$1.65M +$184K +404 +13%
TMAM
628
Tokio Marine Asset Management
Japan
$1.63M +$219K +481 +16%
CI
629
CX Institutional
Indiana
$1.63M -$44.1K -97 -3%
CL
630
Choreo LLC
Illinois
$1.63M +$963K +2,117 +152%
WWM
631
Western Wealth Management
Colorado
$1.62M -$40.5K -89 -2%
ANTB
632
AMG National Trust Bank
Colorado
$1.62M -$909 -2 -0.1%
FHWM
633
Fox Hill Wealth Management
Massachusetts
$1.62M +$1.59M +3,490 New
SMH
634
Sanders Morris Harris
Texas
$1.6M
PK
635
Pflug Koory
Nebraska
$1.59M -$396K -870 -20%
KeyBank National Association
636
KeyBank National Association
Ohio
$1.58M +$27.7K +61 +2%
EC
637
Estate Counselors
Wisconsin
$1.58M
TAM
638
Tocqueville Asset Management
New York
$1.58M -$24.6K -54 -2%
AG
639
AIA Group
Hong Kong
$1.57M +$1.55M +3,400 New
SHFA
640
SS&H Financial Advisors
Michigan
$1.57M
MBTD
641
Mechanics Bank - Trust Department
California
$1.57M
CFFP
642
Center for Financial Planning
Michigan
$1.56M -$305K -670 -17%
ZIMP
643
Zimmermann Investment Management & Planning
Pennsylvania
$1.55M -$237K -522 -13%
Impax Asset Management Group
644
Impax Asset Management Group
United Kingdom
$1.54M -$389K -856 -20%
WI
645
Wintrust Investments
Illinois
$1.54M -$219K -481 -13%
HWMA
646
Heritage Wealth Management (Arizona)
Arizona
$1.54M +$1.51M +3,322 New
EI
647
Ethic Inc
New York
$1.54M +$409K +899 +37%
AIMCA
648
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.53M +$273K +600 +22%
WLG
649
Williamson Legacy Group
Indiana
$1.53M +$1.5M +3,296 New
GM
650
GeoWealth Management
Illinois
$1.52M +$1.37M +3,017 +1,097%

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.