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McKesson

1,347 hedge funds and large institutions have $49.7B invested in McKesson in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 449 increasing their positions, 525 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 78

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2% more funds holding

Funds holding: 1,3201,347 (+27)

1% more capital invested

Capital invested by funds: $49.2B → $49.7B (+$461M)

0% more call options, than puts

Call options by funds: $469M | Put options by funds: $468M

0.75% less ownership

Funds ownership: 85.16%84.42% (-0.75%)

14% less repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 525

Holders
1,347
Holders Change
+27
Holders Change %
+2.05%
% of All Funds
21.38%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
122
Increased
449
Reduced
525
Closed
78
Calls
$469M
Puts
$468M
Net Calls
+$1.22M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
651
Ameritas Advisory Services
Nebraska
$1.16M +$716K +1,700 +184%
PA
652
Pinnacle Associates
New York
$1.16M -$62.4K -148 -5%
HFS
653
Hantz Financial Services
Michigan
$1.16M +$37.1K +88 +3%
IAMOG
654
Investors Asset Management of Georgia
Georgia
$1.15M
HT
655
Heritage Trust
Oklahoma
$1.14M
KCM
656
Kornitzer Capital Management
Kansas
$1.13M +$42.1K +100 +4%
QI
657
Qtron Investments
Massachusetts
$1.13M -$59.8K -142 -5%
PVI
658
Pine Valley Investments
New Jersey
$1.11M +$1.08M +2,560 New
CIA
659
Capital Investment Advisors
Georgia
$1.1M -$843 -2 -0.1%
CF
660
Copperwynd Financial
Arizona
$1.1M -$68.3K -162 -6%
GRP
661
Global Retirement Partners
California
$1.09M +$32.5K +77 +3%
CIM
662
Caldwell Investment Management
Ontario, Canada
$1.08M +$1.05M +2,500 New
SFI
663
Siemens Fonds Invest
Germany
$1.08M +$551K +1,308 +111%
FLPIM
664
F.L. Putnam Investment Management
Massachusetts
$1.08M -$35K -83 -3%
LWA
665
Lineweaver Wealth Advisors
Ohio
$1.07M +$843 +2 +0.1%
RCAG
666
Rehmann Capital Advisory Group
Michigan
$1.07M +$2.11K +5 +0.2%
CA
667
Cetera Advisors
Colorado
$1.06M +$75.4K +179 +8%
CCM
668
Carlson Capital Management
Minnesota
$1.06M +$20.2K +48 +2%
IAN
669
Integrated Advisors Network
Texas
$1.06M -$56.5K -134 -5%
EI
670
Ethic Inc
New York
$1.05M +$38.8K +92 +4%
RWA
671
Redhawk Wealth Advisors
Minnesota
$1.05M -$88.9K -211 -8%
AWM
672
Axxcess Wealth Management
California
$1.05M +$1.02M +2,410 New
CWM
673
Congress Wealth Management
Massachusetts
$1.05M +$17.7K +42 +2%
KCM
674
Kathmere Capital Management
Pennsylvania
$1.05M +$102K +242 +11%
CMANY
675
Capital Management Associates (New York)
New York
$1.04M

MCK Hedge Fund Activity: Q3 2023 in Review

1,347 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2023, worth a combined $49.7B — up 0.94% from $49.2B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MCK positions and 78 closed out — a net gain of 44 holders — while 449 added to existing stakes and 525 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $393M. The largest seller was DZ Bank, cutting an estimated $379M.

  • 1,347 institutional investors held McKesson (MCK) as of Q3 2023, up from 1,320 in Q2 2023.
  • Funds reported $49.7B of McKesson stock for Q3 2023, up 0.94% quarter-over-quarter.
  • 122 funds opened new McKesson positions in Q3 2023 and 78 closed out, a net change of +44 holders.
  • The largest McKesson buyer in Q3 2023 was Viking Global Investors, an estimated $393M added.
  • The largest McKesson seller in Q3 2023 was DZ Bank, an estimated $379M sold.

Based on aggregated 13F filings for Q3 2023.