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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
FMB
901
Field & Main Bank
Kentucky
$644K +$98.7K +217 +18%
FWM
902
Forza Wealth Management
Florida
$641K -$40K -88 -6%
A
903
AlphaQuest
New York
$638K +$626K +1,377 New
CG
904
Caprock Group
Idaho
$635K +$86.9K +191 +16%
NP
905
Nilsine Partners
Colorado
$630K -$346K -761 -36%
NWMG
906
National Wealth Management Group
Ohio
$629K +$96.9K +213 +19%
CIA
907
Concurrent Investment Advisors
Florida
$626K +$615K +1,353 New
AIM
908
Athena Investment Management
California
$620K -$9.1K -20 -1%
KIA
909
KCM Investment Advisors
California
$619K +$5.91K +13 +1%
SCM
910
Steele Capital Management
Iowa
$613K +$603K +1,325 New
SBF
911
Sara-Bay Financial
Florida
$609K -$37.7K -83 -6%
PCM
912
Penserra Capital Management
California
$609K -$105K -232 -15%
CIP
913
Convergence Investment Partners
Florida
$609K -$19.6K -43 -3%
FCP
914
Fidelis Capital Partners
Florida
$608K +$25.9K +57 +5%
OGC
915
Oak Grove Capital
New Hampshire
$602K +$591K +1,300 New
OFS
916
OneAscent Financial Services
Alabama
$596K +$240K +528 +70%
MWM
917
Meridian Wealth Management
Kentucky
$596K +$5.46K +12 +0.9%
CCA
918
Checchi Capital Advisers
California
$593K +$3.18K +7 +0.5%
CC
919
Centiva Capital
New York
$589K +$260K +572 +82%
BF
920
BOK Financial
Oklahoma
$588K -$416K -914 -42%
FCBT
921
First Citizens Bank & Trust
North Carolina
$585K +$7.73K +17 +1%
WS
922
Wedbush Securities
California
$582K -$62.3K -137 -10%
AIA
923
Angeles Investment Advisors
California
$580K +$6.82K +15 +1%
IWM
924
IHT Wealth Management
Illinois
$579K -$35.9K -79 -6%
RWP
925
Ridgecrest Wealth Partners
California
$577K +$47.7K +105 +9%

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.