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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
BIA
851
Benchmark Investment Advisors
Illinois
$575K +$36.2K +86 +7%
KIA
852
KCM Investment Advisors
California
$575K -$71.2K -169 -11%
SCM
853
Stevens Capital Management
Pennsylvania
$571K +$126K +300 +30%
HI
854
Humankind Investments
New York
$570K -$37.1K -88 -6%
VI
855
Versor Investments
New York
$564K +$547K +1,298 New
DWM
856
Dakota Wealth Management
Florida
$561K +$106K +251 +24%
SPIA
857
Steward Partners Investment Advisory
New York
$558K -$28.7K -68 -5%
MWM
858
Meridian Wealth Management
Kentucky
$554K +$52.3K +124 +11%
CCA
859
Checchi Capital Advisers
California
$554K -$35.8K -85 -6%
AWM
860
Aries Wealth Management
Maine
$546K
LAI
861
Legal Advantage Investments
California
$546K
FCP
862
Fidelis Capital Partners
Florida
$546K +$421 +1 +0.1%
EP
863
Edgestream Partners
New Jersey
$544K +$527K +1,251 New
FCBT
864
First Citizens Bank & Trust
North Carolina
$542K -$17.7K -42 -3%
PWM
865
Perigon Wealth Management
California
$541K -$4.21K -10 -0.8%
WA
866
Wealth Alliance
New York
$541K +$13.9K +33 +3%
KA
867
Keene & Associates
Texas
$539K
AIA
868
Angeles Investment Advisors
California
$538K -$14.3K -34 -3%
JWCA
869
J.W. Cole Advisors
Florida
$538K -$6.32K -15 -1%
PWMAG
870
Pinnacle Wealth Management Advisory Group
New Jersey
$530K -$40.9K -97 -7%
WP
871
WealthPLAN Partners
Nebraska
$529K +$340K +806 +197%
JF
872
JSF Financial
California
$528K +$512K +1,215 New
CDH
873
Charles D. Hyman
$528K
QC
874
Quent Capital
New York
$527K +$27.4K +65 +6%
KI
875
Kapitalo Investimentos
Brazil
$527K +$287K +682 +129%

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.