We are live on ! Find out more
MCK icon

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
FCCM
926
First City Capital Management
Georgia
$435K
HA
927
Harbor Advisors
Florida
$435K +$421K +1,000 New
WAP
928
Wealthcare Advisory Partners
Pennsylvania
$432K +$5.9K +14 +1%
SWM
929
Sendero Wealth Management
Texas
$428K
RWPA
930
Richard W. Paul & Associates
Michigan
$424K -$12.2K -29 -3%
CC
931
Courier Capital
New York
$424K -$208K -493 -34%
AP
932
Adero Partners
California
$424K
AI
933
AdvisorShares Investments
Maryland
$421K -$9.27K -22 -2%
EH
934
Equitable Holdings
New York
$420K -$11K -26 -3%
SIA
935
Schear Investment Advisers
Ohio
$420K -$12.6K -30 -3%
BMCM
936
Bryn Mawr Capital Management
Pennsylvania
$418K -$80.1K -190 -17%
BOM
937
Bank of Marin
California
$417K
STA
938
Summit Trail Advisors
New York
$417K +$78K +185 +24%
MC
939
Machina Capital
France
$416K +$153K +362 +61%
GLLW
940
Graves Light Lenhart Wealth
Virginia
$414K
SM
941
Sweeney & Michel
California
$414K -$51.8K -123 -12%
BW
942
Basepoint Wealth
Iowa
$413K +$9.69K +23 +2%
SB
943
Simmons Bank
Arkansas
$410K +$19.4K +46 +5%
ARC
944
Advisor Resource Council
Texas
$409K +$23.2K +55 +6%
RMDI
945
R.M. Davis Inc
Maine
$407K +$42.1K +100 +12%
AR
946
Advisory Research
Illinois
$404K +$188K +446 +92%
PFA
947
Pure Financial Advisors
California
$399K
DWM
948
Drive Wealth Management
Utah
$398K +$32.9K +78 +9%
AA
949
AlphaCentric Advisors
Puerto Rico
$397K -$21.9K -52 -5%
LWM
950
Lodestone Wealth Management
Washington
$396K +$421 +1 +0.1%

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.