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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
FPAS
951
Focus Partners Advisor Solutions
Missouri
$394K -$47.6K -113 -11%
MWM
952
Modera Wealth Management
New Jersey
$392K +$23.2K +55 +6%
ZIC
953
ZWJ Investment Counsel
Georgia
$392K +$43K +102 +13%
SAM
954
S.A. Mason
Michigan
$391K
SAI
955
Systematic Alpha Investments
New Jersey
$391K
CBTWT
956
Community Bank & Trust (Waco, Texas)
Texas
$391K
CAAS
957
Capital Asset Advisory Services
Michigan
$390K +$34.1K +81 +10%
EWA
958
Etesian Wealth Advisors
Oregon
$387K -$76.7K -182 -17%
PL
959
Plancorp LLC
Missouri
$387K +$30.8K +73 +9%
VFP
960
Verus Financial Partners
Virginia
$386K
KWM
961
Kingsview Wealth Management
Oregon
$385K -$66.6K -158 -15%
ONST
962
Old North State Trust
North Carolina
$384K +$34.1K +81 +10%
CPCM
963
Cardinal Point Capital Management
Ontario, Canada
$383K
FNT
964
First Nebraska Trust
Nebraska
$380K
PP
965
PDS Planning
Ohio
$376K +$12.2K +29 +3%
DMBA
966
Deseret Mutual Benefit Administrators
Utah
$374K -$54.8K -130 -13%
RCM
967
Raleigh Capital Management
North Carolina
$374K +$13.5K +32 +4%
TWM
968
Thrive Wealth Management
Pennsylvania
$373K -$2.11K -5 -0.6%
I2I
969
Insight 2811 Inc
Illinois
$373K -$6.32K -15 -2%
PAG
970
Private Advisory Group
Washington
$366K +$20.6K +49 +6%
1W
971
1776 Wealth
Georgia
$364K
WWM
972
WT Wealth Management
Arizona
$364K -$1.23M -2,923 -78%
CAM
973
Crestone Asset Management
Colorado
$363K +$351K +834 New
DCM
974
Donaldson Capital Management
Indiana
$362K -$3.37K -8 -1%
PWPS
975
Pinnacle Wealth Planning Services
Ohio
$361K +$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.