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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 %
WJWM
826
Williams Jones Wealth Management
New York
$631K -$10.9K -25 -2%
SI
827
Stephens Inc
Arkansas
$628K +$870 +2 +0.1%
OIA
828
Optimum Investment Advisors
Illinois
$627K – – –
TFA
829
Transamerica Financial Advisors
Florida
$620K -$13K -30 -2%
FFA
830
Farther Finance Advisors
California
$618K +$443K +1,019 +253%
DGAM
831
Desjardins Global Asset Management
Quebec, Canada
$616K -$1.96M -4,511 -76%
SAM
832
Silvercrest Asset Management
New York
$611K – – –
TSS
833
Thomas Story & Son
Indiana
$609K – – –
SBF
834
Sara-Bay Financial
Florida
$608K – – –
WS
835
Wedbush Securities
California
$606K +$68.7K +158 +13%
HFM
836
Harvest Fund Management
China
$606K +$107K +247 +22%
CL
837
Choreo LLC
Illinois
$605K +$48.8K +112 +9%
WTB
838
Washington Trust Bank
Washington
$601K -$10.9K -25 -2%
SFA
839
Semmax Financial Advisors
North Carolina
$599K +$599K +1,272 New
CIP
840
Convergence Investment Partners
Florida
$591K +$29.6K +68 +5%
AIM
841
Athena Investment Management
California
$591K -$39.1K -90 -6%
CRWM
842
Castle Rock Wealth Management
California
$586K +$21.9K +49 +4%
IWM
843
IHT Wealth Management
Illinois
$578K +$44.8K +103 +8%
HSA
844
HBK Sorce Advisory
Pennsylvania
$578K +$37K +85 +7%
MA
845
McBroom & Associates
Nevada
$576K +$112K +257 +24%
BIA
846
Benchmark Investment Advisors
Illinois
$575K +$37.4K +86 +7%
KIA
847
KCM Investment Advisors
California
$575K -$73.5K -169 -11%
SCM
848
Stevens Capital Management
Pennsylvania
$571K +$131K +300 +30%
HI
849
Humankind Investments
New York
$570K -$38.3K -88 -6%
VI
850
Versor Investments
New York
$564K +$564K +1,298 New
32 33
34
35 36