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McKesson

1,347 hedge funds and large institutions have $49.7B invested in McKesson in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 449 increasing their positions, 525 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 78

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2% more funds holding

Funds holding: 1,3201,347 (+27)

1% more capital invested

Capital invested by funds: $49.2B → $49.7B (+$461M)

0% more call options, than puts

Call options by funds: $469M | Put options by funds: $468M

0.75% less ownership

Funds ownership: 85.16%84.42% (-0.75%)

14% less repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 525

Holders
1,347
Holders Change
+27
Holders Change %
+2.05%
% of All Funds
21.38%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
122
Increased
449
Reduced
525
Closed
78
Calls
$469M
Puts
$468M
Net Calls
+$1.22M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
776
Guardian Wealth Advisors (North Carolina)
North Carolina
$715K -$7.59K -18 -1%
MCM
777
Monument Capital Management
Virginia
$713K -$13.9K -33 -2%
CRIG
778
Charter Research & Investment Group
Connecticut
$711K
EWA
779
EverSource Wealth Advisors
Alabama
$710K -$28.7K -68 -4%
LGA
780
Lebenthal Global Advisors
New York
$710K +$53.9K +128 +9%
FMTC
781
Farmers & Merchants Trust Company
California
$704K
BAM
782
Blueshift Asset Management
New Jersey
$691K +$670K +1,589 New
TAM
783
Trust Asset Management
Texas
$691K
LAM
784
Lingohr Asset Management
Germany
$690K
TNB
785
Thomasville National Bank
Georgia
$690K
AC
786
Avestar Capital
New York
$688K +$22.3K +53 +3%
RWA
787
River Wealth Advisors
Pennsylvania
$684K -$2.11K -5 -0.3%
NHC
788
Nicholas Hoffman & Company
Georgia
$683K +$421 +1 +0.1%
OPA
789
Old Port Advisors
Maine
$680K +$659K +1,564 New
VCA
790
Verdence Capital Advisors
Maryland
$680K +$41.3K +98 +7%
AIP
791
Ameritas Investment Partners
Nebraska
$677K -$21.5K -51 -3%
Empower Advisory Group
792
Empower Advisory Group
Colorado
$677K -$2.11K -5 -0.3%
PCM
793
Penserra Capital Management
California
$672K -$3.37K -8 -0.5%
BAM
794
Belpointe Asset Management
Nevada
$670K -$124K -294 -16%
AWA
795
Arete Wealth Advisors
Illinois
$670K -$26.6K -63 -4%
WPC
796
Wedmont Private Capital
Pennsylvania
$670K +$79.2K +188 +15%
AAS
797
Avantax Advisory Services
Texas
$669K -$11K -26 -2%
EM
798
Excalibur Management
Massachusetts
$664K -$10.5K -25 -2%
AIA
799
Affinity Investment Advisors
California
$664K -$89.3K -212 -12%
SWM
800
Seed Wealth Management
Illinois
$663K +$42.1K +100 +7%

MCK Hedge Fund Activity: Q3 2023 in Review

1,347 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2023, worth a combined $49.7B — up 0.94% from $49.2B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MCK positions and 78 closed out — a net gain of 44 holders — while 449 added to existing stakes and 525 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $393M. The largest seller was DZ Bank, cutting an estimated $379M.

  • 1,347 institutional investors held McKesson (MCK) as of Q3 2023, up from 1,320 in Q2 2023.
  • Funds reported $49.7B of McKesson stock for Q3 2023, up 0.94% quarter-over-quarter.
  • 122 funds opened new McKesson positions in Q3 2023 and 78 closed out, a net change of +44 holders.
  • The largest McKesson buyer in Q3 2023 was Viking Global Investors, an estimated $393M added.
  • The largest McKesson seller in Q3 2023 was DZ Bank, an estimated $379M sold.

Based on aggregated 13F filings for Q3 2023.