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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
FPFS
876
First Personal Financial Services
North Carolina
$690K -$6.82K -15 -1%
ETC
877
Exchange Traded Concepts
Oklahoma
$690K -$351K -772 -34%
PCIA
878
Prime Capital Investment Advisors
Kansas
$689K +$158K +347 +30%
HIM
879
Hillsdale Investment Management
Ontario, Canada
$685K
AIP
880
Ameritas Investment Partners
Nebraska
$685K -$35.5K -78 -5%
BDF
881
Black Diamond Financial
Maryland
$682K
Empower Advisory Group
882
Empower Advisory Group
Colorado
$682K -$38.7K -85 -5%
CIC
883
Carnegie Investment Counsel
Ohio
$681K -$111K -244 -14%
CAI
884
Capital Advisors Inc
Oklahoma
$680K -$4.09K -9 -0.6%
TPI
885
Trust Point Inc
Wisconsin
$676K +$664K +1,461 New
SI
886
Stephens Inc
Arkansas
$675K +$5.46K +12 +0.8%
WJWM
887
Williams Jones Wealth Management
New York
$671K
SFA
888
Semmax Financial Advisors
North Carolina
$671K +$26.4K +58 +5%
CI
889
Cigna Investments
Connecticut
$671K -$13.6K -30 -2%
EM
890
Excalibur Management
Massachusetts
$669K -$38.7K -85 -6%
SAM
891
Silvercrest Asset Management
New York
$666K +$15.9K +35 +2%
CBT
892
Central Bank & Trust
Kentucky
$665K -$15.9K -35 -2%
CGL
893
Clarius Group LLC
Washington
$659K -$28.6K -63 -4%
KWA
894
Kingswood Wealth Advisors
California
$658K +$419K +922 +185%
LOAMU
895
Lombard Odier Asset Management (USA)
New York
$655K +$643K +1,414 New
LSA
896
Leonteq Securities AG
Switzerland
$654K -$251K -551 -28%
WTB
897
Washington Trust Bank
Washington
$650K +$10.9K +24 +2%
CRWM
898
Castle Rock Wealth Management
California
$648K +$22.7K +50 +4%
OIA
899
Optimum Investment Advisors
Illinois
$648K -$18.6K -41 -3%
TSS
900
Thomas Story & Son
Indiana
$648K

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.