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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
BDL
701
Bey-Douglas LLC
Georgia
$1.23M +$1.21M +2,651 New
MAS
702
Meeder Advisory Services
Ohio
$1.22M -$25K -55 -2%
HT
703
Heritage Trust
Oklahoma
$1.21M -$4.09K -9 -0.3%
B
704
Bailard
California
$1.2M +$492K +1,081 +71%
PA
705
Pinnacle Associates
New York
$1.2M -$35.9K -79 -3%
USCWA
706
U.S. Capital Wealth Advisors
Texas
$1.19M +$375K +824 +47%
IAMOG
707
Investors Asset Management of Georgia
Georgia
$1.19M -$22.7K -50 -2%
CFB
708
Cullen/Frost Bankers
Texas
$1.19M -$410K -901 -26%
AAS
709
Ameritas Advisory Services
Nebraska
$1.17M -$67.8K -149 -6%
GVAG
710
Great Valley Advisor Group
Delaware
$1.16M -$458K -1,007 -29%
HFS
711
Hantz Financial Services
Michigan
$1.16M -$74.1K -163 -6%
LCGC
712
Legacy Capital Group California
California
$1.15M +$49.6K +109 +5%
LWA
713
Lineweaver Wealth Advisors
Ohio
$1.14M
RCAG
714
Rehmann Capital Advisory Group
Michigan
$1.14M +$3.18K +7 +0.3%
GIS
715
Grayhawk Investment Strategies
Alberta, Canada
$1.14M +$1.12M +2,455 New
CWM
716
Congress Wealth Management
Massachusetts
$1.13M +$19.6K +43 +2%
SC
717
Scholtz & Company
Connecticut
$1.13M +$1.11M +2,450 New
PCS
718
Personal CFO Solutions
New Jersey
$1.13M -$604K -1,328 -35%
CCM
719
Carlson Capital Management
Minnesota
$1.13M -$3.64K -8 -0.3%
WA
720
WESPAC Advisors
California
$1.13M +$36.4K +80 +3%
JIC
721
Johnson Investment Counsel
Ohio
$1.12M +$180K +396 +19%
VC
722
Veracity Capital
Georgia
$1.12M +$54.1K +119 +5%
CIA
723
Capital Investment Advisors
Georgia
$1.12M -$55.9K -123 -5%
SWM
724
SeaCrest Wealth Management
New York
$1.12M +$43.2K +95 +4%
RWA
725
Redhawk Wealth Advisors
Minnesota
$1.12M +$2.27K +5 +0.2%

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.