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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
AAIS
926
ABN AMRO Investment Solutions
$576K +$279K +613 +97%
JWCA
927
J.W. Cole Advisors
Florida
$576K +$2.73K +6 +0.5%
VFA
928
Valeo Financial Advisors
Indiana
$575K +$20.5K +45 +4%
QC
929
Quent Capital
New York
$574K +$12.3K +27 +2%
KA
930
Keene & Associates
Texas
$574K
HSA
931
HBK Sorce Advisory
Pennsylvania
$570K -$44.1K -97 -7%
LAI
932
Legal Advantage Investments
California
$570K -$11.4K -25 -2%
MA
933
Mutual Advisors
Nebraska
$565K +$96.4K +212 +21%
JF
934
JSF Financial
California
$565K +$2.27K +5 +0.4%
HI
935
Humankind Investments
New York
$563K -$42.7K -94 -7%
CDH
936
Charles D. Hyman
$562K
OTPPB
937
Ontario Teachers' Pension Plan Board
Ontario, Canada
$561K -$1.09M -2,393 -66%
AWM
938
Aries Wealth Management
Maine
$556K
OC
939
Oppenheimer & Co
New York
$555K +$51.8K +114 +11%
FFO
940
Fiduciary Family Office
Florida
$552K +$542K +1,193 New
KFSC
941
Keystone Financial Services (Colorado)
Colorado
$552K +$10.9K +24 +2%
CI
942
Conning Inc
Connecticut
$546K
AIA
943
Affinity Investment Advisors
California
$540K -$163K -359 -24%
EIA
944
Eldridge Investment Advisors
New Hampshire
$538K +$455 +1 +0.1%
PWMAG
945
Pinnacle Wealth Management Advisory Group
New Jersey
$538K -$26.4K -58 -5%
LWMG
946
Levy Wealth Management Group
Pennsylvania
$536K +$909 +2 +0.2%
GGS
947
Galvin Gaustad & Stein
Arizona
$535K -$10.9K -24 -2%
SCA
948
Snowden Capital Advisors
New York
$534K +$41.8K +92 +9%
CBTWT
949
Community Bank & Trust (Waco, Texas)
Texas
$532K
UM
950
UniSuper Management
Australia
$530K -$414K -911 -44%

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.