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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 %
OWA
876
One Wealth Advisors
California
$517K -$194K -446 -27%
CG
877
Caprock Group
Idaho
$513K +$70.1K +161 +16%
GGS
878
Galvin Gaustad & Stein
Arizona
$513K -$18.3K -42 -3%
CI
879
Conning Inc
Connecticut
$513K -$10.9K -25 -2%
FMB
880
Field & Main Bank
Kentucky
$511K +$3.04K +7 +0.6%
PFGIA
881
Patriot Financial Group Insurance Agency
Massachusetts
$509K +$77K +177 +18%
KFSC
882
Keystone Financial Services (Colorado)
Colorado
$508K -$204K -469 -29%
EIA
883
Eldridge Investment Advisors
New Hampshire
$504K – – –
LA
884
LVW Advisors
New York
$504K +$504K +1,159 New
TFF
885
The Family Firm
Maryland
$503K -$435 -1 -0.1%
LWMG
886
Levy Wealth Management Group
Pennsylvania
$502K +$435 +1 +0.1%
NWMG
887
National Wealth Management Group
Ohio
$498K +$498K +1,146 New
RWP
888
Ridgecrest Wealth Partners
California
$496K – – –
PCIA
889
Prime Capital Investment Advisors
Kansas
$496K +$216K +497 +77%
DCM
890
Driehaus Capital Management
Illinois
$496K +$496K +1,141 New
WANY
891
Wealthspire Advisors (New York)
New York
$496K +$127K +293 +35%
GC
892
Globeflex Capital
California
$491K – – –
KA
893
Kintegral Advisory
New York
$489K – – –
VFA
894
Voya Financial Advisors
Connecticut
$482K +$34.9K +79 +8%
SC
895
SRB Corp
Massachusetts
$482K – – –
FCI
896
Financial Counselors Inc
Kansas
$479K +$165K +380 +53%
PAM
897
Paradigm Asset Management
New York
$478K – – –
DTC
898
Davidson Trust Company
Washington
$478K – – –
HIM
899
Hanlon Investment Management
New Jersey
$475K +$80.9K +186 +21%
HBT
900
Heartland Bank & Trust
Illinois
$473K +$473K +1,088 New
34 35
36
37 38