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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
JFG
776
Jefferies Financial Group
New York
$934K +$917K +2,017 New
CastleKeep Investment Advisors
777
CastleKeep Investment Advisors
Connecticut
$932K +$915K +2,013 New
CA
778
Claro Advisors
Massachusetts
$930K +$42.3K +93 +5%
SCM
779
Seascape Capital Management
New Hampshire
$926K -$43.2K -95 -5%
EFI
780
EHP Funds Inc
Canada
$926K -$455K -1,000 -33%
SACTSONJ
781
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$926K -$455K -1,000 -33%
PFPT
782
Pinnacle Financial Partners (Tennessee)
Tennessee
$925K +$16.4K +36 +2%
PBK
783
Peoples Bank (Kansas)
Kansas
$924K -$6.82K -15 -0.7%
APP
784
Avantax Planning Partners
Iowa
$920K -$909 -2 -0.1%
LNC
785
Lincoln National Corp
Pennsylvania
$910K -$11.4K -25 -1%
MWM
786
MorganRosel Wealth Management
Colorado
$910K +$86.9K +191 +11%
AIA
787
Alera Investment Advisors
Illinois
$905K -$11.4K -25 -1%
FFP
788
FourThought Financial Partners
Florida
$897K -$10.5K -23 -1%
EWS
789
Evergreen Wealth Solutions
Pennsylvania
$894K +$10K +22 +1%
FCT
790
First Community Trust
Iowa
$891K
AIC
791
Argus Investors Counsel
New York
$891K +$875K +1,925 New
MNBTD
792
Moody National Bank Trust Division
Texas
$882K -$691K -1,519 -44%
FIM
793
Freedom Investment Management
Connecticut
$881K -$12.7K -28 -1%
CD
794
Chapin Davis
Maryland
$877K +$862K +1,895 New
NIM
795
NEOS Investment Management
Connecticut
$874K +$182K +400 +27%
XT
796
XTX Topco
Cayman Islands
$870K -$394K -867 -32%
CB
797
Community Bank
New York
$861K
SCM
798
SOL Capital Management
Maryland
$857K
AAS
799
Avantax Advisory Services
Texas
$855K +$140K +308 +20%
LA
800
LVW Advisors
New York
$853K +$311K +683 +59%

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.