MCK icon

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 %
DWM
851
Dakota Wealth Management
Florida
$561K +$109K +251 +24%
SPIA
852
Steward Partners Investment Advisory
New York
$558K -$29.6K -68 -5%
MWM
853
Meridian Wealth Management
Kentucky
$554K +$53.9K +124 +11%
CCA
854
Checchi Capital Advisers
California
$554K -$37K -85 -6%
AWM
855
Aries Wealth Management
Maine
$546K – – –
LAI
856
Legal Advantage Investments
California
$546K – – –
FCP
857
Fidelis Capital Partners
Florida
$546K +$435 +1 +0.1%
EP
858
Edgestream Partners
New Jersey
$544K +$544K +1,251 New
FCBT
859
First Citizens Bank & Trust
North Carolina
$542K -$18.3K -42 -3%
PWM
860
Perigon Wealth Management
California
$541K -$4.35K -10 -0.8%
WA
861
Wealth Alliance
New York
$541K +$14.4K +33 +3%
KA
862
Keene & Associates
Texas
$539K – – –
AIA
863
Angeles Investment Advisors
California
$538K -$14.8K -34 -3%
JWCA
864
J.W. Cole Advisors
Florida
$538K -$6.52K -15 -1%
PWMAG
865
Pinnacle Wealth Management Advisory Group
New Jersey
$530K -$42.2K -97 -7%
WP
866
WealthPLAN Partners
Nebraska
$529K +$351K +806 +197%
JF
867
JSF Financial
California
$528K +$528K +1,215 New
CDH
868
Charles D. Hyman
$528K – – –
QC
869
Quent Capital
New York
$527K +$28.3K +65 +6%
KI
870
Kapitalo Investimentos
Brazil
$527K +$297K +682 +129%
GS
871
GTS Securities
New York
$524K +$524K +1,205 New
EW
872
Evoke Wealth
California
$522K -$3.48K -8 -0.7%
VFA
873
Valeo Financial Advisors
Indiana
$521K +$33K +76 +7%
FMLI
874
Fukoku Mutual Life Insurance
Japan
$521K – – –
FHA
875
Flagship Harbor Advisors
Massachusetts
$520K -$23.9K -55 -4%
33 34
35
36 37