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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 %
LGA
776
Lebenthal Global Advisors
New York
$710K +$55.7K +128 +9%
FMTC
777
Farmers & Merchants Trust Company
California
$704K – – –
BAM
778
Blueshift Asset Management
New Jersey
$691K +$691K +1,589 New
TAM
779
Trust Asset Management
Texas
$691K – – –
LAM
780
Lingohr Asset Management
Germany
$690K – – –
TNB
781
Thomasville National Bank
Georgia
$690K – – –
AC
782
Avestar Capital
New York
$688K +$23.1K +53 +3%
RWA
783
River Wealth Advisors
Pennsylvania
$684K -$2.17K -5 -0.3%
NHC
784
Nicholas Hoffman & Company
Georgia
$683K +$435 +1 +0.1%
OPA
785
Old Port Advisors
Maine
$680K +$680K +1,564 New
VCA
786
Verdence Capital Advisors
Maryland
$680K +$42.6K +98 +7%
AIP
787
Ameritas Investment Partners
Nebraska
$677K -$22.2K -51 -3%
Empower Advisory Group
788
Empower Advisory Group
Colorado
$677K -$2.17K -5 -0.3%
PCM
789
Penserra Capital Management
California
$672K -$3.47K -8 -0.5%
BAM
790
Belpointe Asset Management
Nevada
$670K -$128K -294 -16%
AWA
791
Arete Wealth Advisors
Illinois
$670K -$27.4K -63 -4%
WPC
792
Wedmont Private Capital
Pennsylvania
$670K +$84.9K +188 +15%
AAS
793
Avantax Advisory Services
Texas
$669K -$11.3K -26 -2%
EM
794
Excalibur Management
Massachusetts
$664K -$10.9K -25 -2%
AIA
795
Affinity Investment Advisors
California
$664K -$92.2K -212 -12%
SWM
796
Seed Wealth Management
Illinois
$663K +$43.5K +100 +7%
B
797
Bailard
California
$660K -$17.4K -40 -3%
CFG
798
Cooper Financial Group
California
$660K -$41.7K -96 -6%
EGM
799
Engineers Gate Manager
New York
$659K -$10K -23 -1%
TWA
800
TCI Wealth Advisors
Arizona
$659K +$3.04K +7 +0.5%
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