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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
FFA
851
Farther Finance Advisors
California
$729K +$69.6K +153 +11%
LWCFA
852
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$724K
PTC
853
Private Trust Company
Ohio
$722K +$20.9K +46 +3%
BWM
854
Buckley Wealth Management
Nevada
$722K +$709K +1,559 New
SWM
855
Seed Wealth Management
Illinois
$721K
PFA
856
Petra Financial Advisors
Colorado
$720K +$245K +539 +53%
FFB
857
First Financial Bankshares
Texas
$718K +$705K +1,550 New
GMFG
858
Greater Midwest Financial Group
Minnesota
$717K +$704K +1,548 New
AWA
859
Arete Wealth Advisors
Illinois
$713K
Fiera Capital (Canada)
860
Fiera Capital (Canada)
Quebec, Canada
$713K +$700K +1,540 New
EAM
861
Erste Asset Management
Austria
$712K +$708K +1,556 New
SAG
862
SageView Advisory Group
California
$710K +$659K +1,450 New
TA
863
Tectonic Advisors
Texas
$709K +$15.5K +34 +2%
RZH
864
Relyea Zuckerberg Hanson
Connecticut
$705K -$98.2K -216 -12%
DWM
865
Dakota Wealth Management
Florida
$703K +$104K +228 +18%
TWA
866
TCI Wealth Advisors
Arizona
$700K -$1.36K -3 -0.2%
DWA
867
Douglass Winthrop Advisors
New York
$700K +$9.55K +21 +1%
CCA
868
Cobblestone Capital Advisors
New York
$699K
KA
869
Kovack Advisors
Florida
$698K +$336K +739 +96%
OAM
870
Oppenheimer Asset Management
New York
$697K -$89.1K -196 -12%
CMI
871
Clare Market Investments
Texas
$697K +$457K +1,005 +201%
RWA
872
River Wealth Advisors
Pennsylvania
$696K -$32.3K -71 -5%
WFI
873
West Family Investments
California
$696K +$1.82K +4 +0.3%
CFG
874
Cooper Financial Group
California
$695K -$7.73K -17 -1%
TFCP
875
Twin Focus Capital Partners
Massachusetts
$694K

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.