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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 %
OC
901
Oppenheimer & Co
New York
$472K -$25.7K -59 -5%
IFWM
902
Institute for Wealth Management
Colorado
$471K -$1.31K -3 -0.3%
SIM
903
Stratos Investment Management
Ohio
$470K +$435 +1 +0.1%
APW
904
Austin Private Wealth
Texas
$464K -$23.5K -54 -5%
SCA
905
Snowden Capital Advisors
New York
$461K -$86.1K -198 -16%
CWM
906
Connecticut Wealth Management
Connecticut
$461K +$115K +265 +33%
EFG
907
Everhart Financial Group
Ohio
$461K +$2.61K +6 +0.6%
OA
908
Operose Advisors
Wisconsin
$459K +$67.8K +156 +17%
Luther King Capital Management (LKCM)
909
Luther King Capital Management (LKCM)
Texas
$453K – – –
MS
910
Maven Securities
Jersey
$444K +$444K +1,020 New
IAA
911
Independent Advisor Alliance
North Carolina
$443K +$31.8K +73 +8%
GWWM
912
Great Waters Wealth Management
Minnesota
$443K – – –
FCMC
913
Founders Capital Management (Connecticut)
Connecticut
$442K – – –
PFA
914
Petra Financial Advisors
Colorado
$441K +$441K +1,015 New
CCFM
915
Clear Creek Financial Management
Washington
$440K -$7.83K -18 -2%
FFA
916
First Foundation Advisors
California
$439K -$11.3K -26 -3%
MA
917
Mutual Advisors
Nebraska
$439K -$46.1K -106 -10%
CA
918
CoreCap Advisors
Michigan
$438K -$29.6K -68 -6%
LC
919
Lindbrook Capital
California
$437K +$48.7K +112 +13%
DOA
920
D'Orazio & Associates
Virginia
$437K +$50K +115 +13%
FCCM
921
First City Capital Management
Georgia
$435K – – –
HA
922
Harbor Advisors
Florida
$435K +$435K +1,000 New
WAP
923
Wealthcare Advisory Partners
Pennsylvania
$432K +$6.09K +14 +1%
SWM
924
Sendero Wealth Management
Texas
$428K – – –
RWPA
925
Richard W. Paul & Associates
Michigan
$424K -$12.6K -29 -3%
35 36
37
38 39