We are live on ! Find out more
MCK icon

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
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$177M -$28.7M -63,037 -14%
Robeco Institutional Asset Management
52
Robeco Institutional Asset Management
Netherlands
$169M -$23.8M -52,388 -13%
Citadel Advisors
53
Citadel Advisors
Florida
$166M -$23.4M -51,454 -13%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$164M -$2.3M -5,057 -1%
ClearBridge Investments
55
ClearBridge Investments
New York
$159M -$2.56M -5,621 -2%
BA
56
Bridgewater Associates
Connecticut
$155M +$2.98M +6,553 +2%
Ameriprise
57
Ameriprise
Minnesota
$154M -$15.8M -34,653 -9%
SP
58
SurgoCap Partners
New York
$154M +$151M +333,028 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$153M -$113M -247,947 -43%
GCM
60
Glenview Capital Management
New York
$151M -$14.2M -31,179 -9%
National Pension Service
61
National Pension Service
South Korea
$150M +$4.24M +9,323 +3%
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$144M +$53.3M +117,223 +61%
BIP
63
Brandes Investment Partners
California
$140M +$5.57M +12,238 +4%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$136M -$8.74M -19,210 -6%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$136M +$3.2M +7,043 +2%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$135M -$13.7M -30,038 -9%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$131M -$5.23M -11,504 -4%
Man Group
68
Man Group
United Kingdom
$124M +$122M +267,818 New
AIM
69
Artemis Investment Management
United Kingdom
$118M -$19.4M -42,679 -14%
Corient Private Wealth
70
Corient Private Wealth
Florida
$115M +$70.6M +155,231 +166%
FAM
71
Fred Alger Management
New York
$109M -$34.7M -76,300 -24%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$107M +$7.12M +15,660 +7%
Point72 Asset Management
73
Point72 Asset Management
Connecticut
$106M -$90M -197,848 -46%
Assenagon Asset Management
74
Assenagon Asset Management
Luxembourg
$104M +$101M +221,125 +5,683%
CS
75
Credit Suisse
Switzerland
$104M +$96.4K +212 +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.