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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
SPIA
826
Steward Partners Investment Advisory
New York
$773K +$176K +386 +30%
AT
827
American Trust
Kentucky
$773K -$29.1K -64 -4%
GLA
828
Good Life Advisors
Pennsylvania
$767K +$91.9K +202 +14%
PL
829
Perpetual Ltd
Australia
$767K -$81.9K -180 -10%
EWA
830
EverSource Wealth Advisors
Alabama
$763K +$6.37K +14 +0.9%
BTW
831
Boston Trust Walden
Massachusetts
$762K -$1.82K -4 -0.2%
KI
832
Kapitalo Investimentos
Brazil
$761K +$196K +431 +36%
SPC
833
Sigma Planning Corp
Michigan
$759K -$483K -1,063 -39%
GWANC
834
Guardian Wealth Advisors (North Carolina)
North Carolina
$759K -$909 -2 -0.1%
KLCM
835
KG&L Capital Management
Louisiana
$758K -$40.9K -90 -5%
CRIG
836
Charter Research & Investment Group
Connecticut
$757K
RA
837
RFG Advisory
Alabama
$754K +$71.8K +158 +11%
TPCW
838
TD Private Client Wealth
New York
$751K -$179K -393 -20%
SEC
839
Seven Eight Capital
New York
$750K -$316K -694 -30%
FMTC
840
Farmers & Merchants Trust Company
California
$750K
PAG
841
Private Advisory Group
Washington
$746K +$351K +771 +92%
MA
842
McBroom & Associates
Nevada
$746K +$131K +288 +22%
WANY
843
Wealthspire Advisors (New York)
New York
$742K +$211K +463 +41%
BIA
844
Benchmark Investment Advisors
Illinois
$742K +$127K +280 +21%
VCM
845
Virtue Capital Management
Tennessee
$736K -$113K -248 -14%
TAM
846
Trust Asset Management
Texas
$735K
LAM
847
Lingohr Asset Management
Germany
$735K
TNB
848
Thomasville National Bank
Georgia
$734K
FHA
849
Flagship Harbor Advisors
Massachusetts
$733K +$176K +388 +32%
VCA
850
Verdence Capital Advisors
Maryland
$732K +$8.19K +18 +1%

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.