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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
ACA
751
Aptus Capital Advisors
Alabama
$1M -$14.1K -31 -1%
PI
752
PEAK6 Investments
Illinois
$1M +$984K +2,164 New
PA
753
Parallel Advisors
California
$1M -$15K -33 -2%
SIA
754
Strategic Investment Advisors
Michigan
$1M -$90.9K -200 -8%
KIA
755
Knollwood Investment Advisory
Maryland
$991K +$973K +2,140 New
HI
756
Horizon Investments
North Carolina
$990K +$107K +235 +12%
BOS
757
Bank of Stockton
California
$989K -$27.3K -60 -3%
DC
758
Davenport & Co
Virginia
$977K -$3.18K -7 -0.3%
IIM
759
InTrack Investment Management
Vermont
$975K +$958K +2,106 New
GS
760
GTS Securities
New York
$973K +$407K +896 +74%
WI
761
WBI Investments
New Jersey
$972K -$2.43M -5,337 -72%
UWS
762
Unique Wealth Strategies
Illinois
$967K +$950K +2,089 New
TPW
763
Transatlantique Private Wealth
New York
$967K +$73.2K +161 +8%
KCM
764
Kendall Capital Management
Maryland
$964K +$25K +55 +3%
PWP
765
Perfromance Wealth Partners
Illinois
$961K
AI
766
Atom Investors
Texas
$955K +$54.6K +120 +6%
LSAG
767
Lake Street Advisors Group
New Hampshire
$954K +$936K +2,058 New
SWMG
768
Sard Wealth Management Group
Georgia
$952K +$934K +2,055 New
AA
769
AlphaQ Advisors
Florida
$949K +$43.7K +96 +5%
JCM
770
Jacobi Capital Management
Pennsylvania
$948K +$40.9K +90 +5%
MYIA
771
Mount Yale Investment Advisors
Colorado
$943K -$1.36K -3 -0.1%
CT
772
Caldwell Trust
Florida
$939K +$257K +566 +39%
FGA
773
Fortis Group Advisors
New Jersey
$938K
APC
774
Aspire Private Capital
North Carolina
$935K +$27.7K +61 +3%
NS
775
NBC Securities
Alabama
$934K +$909 +2 +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.