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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
CMANY
726
Capital Management Associates (New York)
New York
$1.11M
CF
727
Copperwynd Financial
Arizona
$1.11M -$59.1K -130 -5%
HCM
728
Highview Capital Management
Illinois
$1.1M +$1.08M +2,382 New
CA
729
Cetera Advisors
Colorado
$1.1M -$34.6K -76 -3%
IAN
730
Integrated Advisors Network
Texas
$1.1M -$27.3K -60 -2%
CAG
731
Csenge Advisory Group
Florida
$1.1M +$97.3K +214 +10%
PFS
732
Prospera Financial Services
Texas
$1.09M -$362K -797 -25%
SP
733
Stablepoint Partners
Massachusetts
$1.08M +$1.07M +2,343 New
FLPIM
734
F.L. Putnam Investment Management
Massachusetts
$1.08M -$64.6K -142 -6%
QI
735
Qtron Investments
Massachusetts
$1.07M -$126K -276 -11%
BMCM
736
Bryn Mawr Capital Management
Pennsylvania
$1.07M +$615K +1,352 +141%
SF
737
Synovus Financial
Georgia
$1.07M +$25K +55 +2%
KCM
738
Kathmere Capital Management
Pennsylvania
$1.07M -$45.9K -101 -4%
WI
739
Wahed Invest
New York
$1.06M +$74.1K +163 +8%
QCG
740
Quadrant Capital Group
Ohio
$1.05M +$46.4K +102 +5%
PA
741
Profund Advisors
Maryland
$1.05M +$87.8K +193 +9%
ICM
742
Islay Capital Management
Texas
$1.04M +$1.02M +2,253 New
SWP
743
Stratos Wealth Partners
Ohio
$1.03M -$20.5K -45 -2%
KPWS
744
Kestra Private Wealth Services
Texas
$1.03M +$77.3K +170 +8%
MC
745
Moors & Cabot
Massachusetts
$1.03M +$136K +300 +16%
MSFS
746
Main Street Financial Solutions
Pennsylvania
$1.03M +$60.9K +134 +6%
CIA
747
Choate Investment Advisors
Massachusetts
$1.02M -$9.55K -21 -0.9%
JSL
748
JT Stratford LLC
Georgia
$1.02M +$188K +414 +23%
BFEC
749
Benjamin F. Edwards & Company
Missouri
$1.01M +$29.6K +65 +3%
PVI
750
Pine Valley Investments
New Jersey
$1.01M -$177K -389 -15%

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.