MCK icon

McKesson
MCK

Overview Fund Activity

1,473 hedge funds and large institutions have $53.4B invested in McKesson in 2023 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 488 increasing their positions, 539 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,473
Holders Change
+133
Holders Change %
+9.93%
% of All Funds
21.59%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
231
Increased
488
Reduced
539
Closed
79
Calls
$598M
Puts
$597M
Net Calls
+$921K
Net Calls Change
-$300K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.22B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$359M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$187M
4
Marshall Wace
Marshall Wace
United Kingdom
+$178M
5
Amundi
Amundi
France
+$126M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$386M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$347M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$181M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$173M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
KI
826
Kapitalo Investimentos
Brazil
$761K +$200K +431 +36%
SPC
827
Sigma Planning Corp
Michigan
$759K -$492K -1,063 -39%
GWANC
828
Guardian Wealth Advisors (North Carolina)
North Carolina
$759K -$926 -2 -0.1%
KLCM
829
KG&L Capital Management
Louisiana
$758K -$41.7K -90 -5%
CRIG
830
Charter Research & Investment Group
Connecticut
$757K – – –
RA
831
RFG Advisory
Alabama
$754K +$73.1K +158 +11%
TPCW
832
TD Private Client Wealth
New York
$751K -$182K -393 -20%
SEC
833
Seven Eight Capital
New York
$750K -$321K -694 -30%
FMTC
834
Farmers & Merchants Trust Company
California
$750K – – –
PAG
835
Private Advisory Group
Washington
$746K +$357K +771 +92%
MA
836
McBroom & Associates
Nevada
$746K +$133K +288 +22%
WANY
837
Wealthspire Advisors (New York)
New York
$742K +$214K +463 +41%
BIA
838
Benchmark Investment Advisors
Illinois
$742K +$130K +280 +21%
VCM
839
Virtue Capital Management
Tennessee
$736K -$118K -248 -14%
TAM
840
Trust Asset Management
Texas
$735K – – –
LAM
841
Lingohr Asset Management
Germany
$735K – – –
TNB
842
Thomasville National Bank
Georgia
$734K – – –
FHA
843
Flagship Harbor Advisors
Massachusetts
$733K +$180K +388 +32%
VCA
844
Verdence Capital Advisors
Maryland
$732K +$8.33K +18 +1%
FFA
845
Farther Finance Advisors
California
$729K +$70.9K +153 +11%
LWCFA
846
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$724K – – –
PTC
847
Private Trust Company
Ohio
$722K +$21.3K +46 +3%
BWM
848
Buckley Wealth Management
Nevada
$722K +$722K +1,559 New
SWM
849
Seed Wealth Management
Illinois
$721K – – –
PFA
850
Petra Financial Advisors
Colorado
$720K +$250K +539 +53%
32 33
34
35 36