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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
RA
826
RFG Advisory
Alabama
$639K +$139K +331 +29%
IA
827
IFP Advisors
Florida
$638K -$2.53K -6 -0.4%
CT
828
Caldwell Trust
Florida
$636K +$493K +1,169 +398%
MWM
829
Mission Wealth Management
California
$635K +$14.8K +35 +2%
GLA
830
Good Life Advisors
Pennsylvania
$633K -$220K -521 -26%
WJWM
831
Williams Jones Wealth Management
New York
$631K -$10.5K -25 -2%
SI
832
Stephens Inc
Arkansas
$628K +$843 +2 +0.1%
OIA
833
Optimum Investment Advisors
Illinois
$627K
TFA
834
Transamerica Financial Advisors
Florida
$620K -$12.6K -30 -2%
FFA
835
Farther Finance Advisors
California
$618K +$429K +1,019 +253%
DGAM
836
Desjardins Global Asset Management
Quebec, Canada
$616K -$1.9M -4,511 -76%
SAM
837
Silvercrest Asset Management
New York
$611K
TSS
838
Thomas Story & Son
Indiana
$609K
SBF
839
Sara-Bay Financial
Florida
$608K
WS
840
Wedbush Securities
California
$606K +$66.6K +158 +13%
HFM
841
Harvest Fund Management
China
$606K +$104K +247 +22%
CL
842
Choreo LLC
Illinois
$605K +$47.2K +112 +9%
WTB
843
Washington Trust Bank
Washington
$601K -$10.5K -25 -2%
SFA
844
Semmax Financial Advisors
North Carolina
$599K +$536K +1,272 New
CIP
845
Convergence Investment Partners
Florida
$591K +$28.7K +68 +5%
AIM
846
Athena Investment Management
California
$591K -$37.9K -90 -6%
CRWM
847
Castle Rock Wealth Management
California
$586K +$20.6K +49 +4%
IWM
848
IHT Wealth Management
Illinois
$578K +$43.4K +103 +8%
HSA
849
HBK Sorce Advisory
Pennsylvania
$578K +$35.8K +85 +7%
MA
850
McBroom & Associates
Nevada
$576K +$108K +257 +24%

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.