MCK icon

McKesson
MCK

Overview Fund Activity

1,340 hedge funds and large institutions have $49.6B invested in McKesson in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 445 increasing their positions, 524 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+27
Holders Change %
+2.06%
% of All Funds
21.36%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.69%
New
122
Increased
445
Reduced
524
Closed
78
Calls
$469M
Puts
$468M
Net Calls
+$1.22M
Net Calls Change
+$24.7M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$406M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$345M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$308M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$140M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$136M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$391M
2
Marshall Wace
Marshall Wace
United Kingdom
-$358M
3
Pzena Investment Management
Pzena Investment Management
New York
-$226M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$207M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
751
Syon Capital
California
$785K +$785K +1,804 New
JWCA
752
J.W. Coons Advisors
Ohio
$778K – – –
SA
753
Strategic Advisors
New York
$777K – – –
JSL
754
JT Stratford LLC
Georgia
$774K +$129K +296 +20%
BW
755
BIP Wealth
Georgia
$772K -$34.8K -80 -4%
ET
756
Equitable Trust
Tennessee
$772K – – –
MWM
757
MorganRosel Wealth Management
Colorado
$771K +$771K +1,774 New
BBHC
758
Brown Brothers Harriman & Co
New York
$769K -$125K -287 -14%
USCWA
759
U.S. Capital Wealth Advisors
Texas
$764K +$18.7K +43 +3%
RZH
760
Relyea Zuckerberg Hanson
Connecticut
$756K – – –
AT
761
American Trust
Kentucky
$754K -$302K -695 -29%
KLCM
762
KG&L Capital Management
Louisiana
$751K -$26.1K -60 -3%
VCM
763
Virtue Capital Management
Tennessee
$750K – – –
CIC
764
Carnegie Investment Counsel
Ohio
$746K – – –
OAM
765
Oppenheimer Asset Management
New York
$740K +$190K +438 +35%
TC
766
Toews Corporation
New Jersey
$739K +$739K +1,700 New
SC
767
Sepio Capital
Utah
$738K -$3.72M -8,553 -83%
FFM
768
Forum Financial Management
Illinois
$730K – – –
LCM
769
Leisure Capital Management
California
$726K -$5.65K -13 -0.8%
BJL
770
Brighton Jones LLC
Washington
$724K +$21.3K +49 +3%
BTW
771
Boston Trust Walden
Massachusetts
$718K – – –
GWANC
772
Guardian Wealth Advisors (North Carolina)
North Carolina
$715K -$7.84K -18 -1%
MCM
773
Monument Capital Management
Virginia
$713K -$14.4K -33 -2%
CRIG
774
Charter Research & Investment Group
Connecticut
$711K – – –
EWA
775
EverSource Wealth Advisors
Alabama
$710K -$29.6K -68 -4%
29 30
31
32 33