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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
IP
801
Intellectus Partners
California
$847K -$89.1K -196 -10%
TFP
802
Tilia Fiduciary Partners
North Carolina
$846K +$831K +1,828 New
BA
803
Bristlecone Advisors
Washington
$845K -$8.19K -18 -1%
BIM
804
Baldwin Investment Management
Pennsylvania
$840K -$6.82K -15 -0.8%
FG
805
Fiduciary Group
Georgia
$840K -$47.7K -105 -5%
NHC
806
Nicholas Hoffman & Company
Georgia
$839K +$110K +241 +15%
WFC
807
Western Financial Corp
California
$836K -$128K -281 -13%
SPA
808
Sherbrooke Park Advisers
New York
$835K +$820K +1,803 New
BSW
809
Buckingham Strategic Wealth
Missouri
$833K -$24.1K -53 -3%
SA
810
Strategic Advisors
New York
$832K +$4.55K +10 +0.6%
SAM
811
Strategy Asset Managers
California
$825K -$84.6K -186 -9%
IIC
812
Integrated Investment Consultants
Michigan
$824K +$136K +300 +20%
ET
813
Equitable Trust
Tennessee
$822K
IAIM
814
International Assets Investment Management
Florida
$821K -$61.4K -135 -0.2%
JWCA
815
J.W. Coons Advisors
Ohio
$817K -$11.4K -25 -1%
MWM
816
Mission Wealth Management
California
$808K +$130K +285 +20%
BBHC
817
Brown Brothers Harriman & Co
New York
$808K -$10.5K -23 -1%
AC
818
Avestar Capital
New York
$808K +$74.1K +163 +10%
FA
819
FDx Advisors
Illinois
$804K -$69.6K -153 -8%
MCM
820
Monument Capital Management
Virginia
$792K +$32.3K +71 +4%
WPC
821
Wedmont Private Capital
Pennsylvania
$788K +$77.8K +171 +12%
BJL
822
Brighton Jones LLC
Washington
$787K +$15.9K +35 +2%
OPA
823
Old Port Advisors
Maine
$780K +$55K +121 +8%
FFM
824
Forum Financial Management
Illinois
$777K
LCM
825
Leisure Capital Management
California
$773K

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.