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McKesson

1,347 hedge funds and large institutions have $49.7B invested in McKesson in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 449 increasing their positions, 525 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 78

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2% more funds holding

Funds holding: 1,3201,347 (+27)

1% more capital invested

Capital invested by funds: $49.2B → $49.7B (+$461M)

0% more call options, than puts

Call options by funds: $469M | Put options by funds: $468M

0.75% less ownership

Funds ownership: 85.16%84.42% (-0.75%)

14% less repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 525

Holders
1,347
Holders Change
+27
Holders Change %
+2.05%
% of All Funds
21.38%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
122
Increased
449
Reduced
525
Closed
78
Calls
$469M
Puts
$468M
Net Calls
+$1.22M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
901
Financial Counselors Inc
Kansas
$479K +$160K +380 +53%
PAM
902
Paradigm Asset Management
New York
$478K
DTC
903
Davidson Trust Company
Washington
$478K
HIM
904
Hanlon Investment Management
New Jersey
$475K +$78.4K +186 +21%
HBT
905
Heartland Bank & Trust
Illinois
$473K +$459K +1,088 New
OC
906
Oppenheimer & Co
New York
$472K -$24.9K -59 -5%
IFWM
907
Institute for Wealth Management
Colorado
$471K -$1.26K -3 -0.3%
SIM
908
Stratos Investment Management
Ohio
$470K +$421 +1 +0.1%
APW
909
Austin Private Wealth
Texas
$464K -$22.8K -54 -5%
SCA
910
Snowden Capital Advisors
New York
$461K -$83.4K -198 -16%
CWM
911
Connecticut Wealth Management
Connecticut
$461K +$112K +265 +33%
EFG
912
Everhart Financial Group
Ohio
$461K +$2.53K +6 +0.6%
OA
913
Operose Advisors
Wisconsin
$459K +$65.7K +156 +17%
Luther King Capital Management (LKCM)
914
Luther King Capital Management (LKCM)
Texas
$453K
MS
915
Maven Securities
Jersey
$444K +$430K +1,020 New
IAA
916
Independent Advisor Alliance
North Carolina
$443K +$30.8K +73 +8%
GWWM
917
Great Waters Wealth Management
Minnesota
$443K
FCMC
918
Founders Capital Management (Connecticut)
Connecticut
$442K
PFA
919
Petra Financial Advisors
Colorado
$441K +$428K +1,015 New
CCFM
920
Clear Creek Financial Management
Washington
$440K -$7.59K -18 -2%
FFA
921
First Foundation Advisors
California
$439K -$11K -26 -3%
MA
922
Mutual Advisors
Nebraska
$439K -$44.7K -106 -10%
CA
923
CoreCap Advisors
Michigan
$438K -$28.7K -68 -6%
LC
924
Lindbrook Capital
California
$437K +$47.2K +112 +13%
DOA
925
D'Orazio & Associates
Virginia
$437K +$48.5K +115 +13%

MCK Hedge Fund Activity: Q3 2023 in Review

1,347 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2023, worth a combined $49.7B — up 0.94% from $49.2B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MCK positions and 78 closed out — a net gain of 44 holders — while 449 added to existing stakes and 525 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $393M. The largest seller was DZ Bank, cutting an estimated $379M.

  • 1,347 institutional investors held McKesson (MCK) as of Q3 2023, up from 1,320 in Q2 2023.
  • Funds reported $49.7B of McKesson stock for Q3 2023, up 0.94% quarter-over-quarter.
  • 122 funds opened new McKesson positions in Q3 2023 and 78 closed out, a net change of +44 holders.
  • The largest McKesson buyer in Q3 2023 was Viking Global Investors, an estimated $393M added.
  • The largest McKesson seller in Q3 2023 was DZ Bank, an estimated $379M sold.

Based on aggregated 13F filings for Q3 2023.