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McKesson
MCK

Overview Fund Activity

1,340 hedge funds and large institutions have $49.6B invested in McKesson in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 445 increasing their positions, 524 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+27
Holders Change %
+2.06%
% of All Funds
21.36%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.69%
New
122
Increased
445
Reduced
524
Closed
78
Calls
$469M
Puts
$468M
Net Calls
+$1.22M
Net Calls Change
+$24.7M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$406M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$345M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$308M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$140M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$136M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$391M
2
Marshall Wace
Marshall Wace
United Kingdom
-$358M
3
Pzena Investment Management
Pzena Investment Management
New York
-$226M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$207M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
951
Capital Asset Advisory Services
Michigan
$390K +$37K +81 +10%
EWA
952
Etesian Wealth Advisors
Oregon
$387K -$79.1K -182 -17%
PL
953
Plancorp LLC
Missouri
$387K +$31.7K +73 +9%
VFP
954
Verus Financial Partners
Virginia
$386K – – –
KWM
955
Kingsview Wealth Management
Oregon
$385K -$68.7K -158 -15%
ONST
956
Old North State Trust
North Carolina
$384K +$35.2K +81 +10%
CPCM
957
Cardinal Point Capital Management
Ontario, Canada
$383K – – –
PP
958
PDS Planning
Ohio
$376K +$12.6K +29 +3%
DMBA
959
Deseret Mutual Benefit Administrators
Utah
$374K -$56.5K -130 -13%
RCM
960
Raleigh Capital Management
North Carolina
$374K +$13.9K +32 +4%
TWM
961
Thrive Wealth Management
Pennsylvania
$373K -$2.17K -5 -0.6%
I2I
962
Insight 2811 Inc
Illinois
$373K -$6.52K -15 -2%
PAG
963
Private Advisory Group
Washington
$366K +$21.3K +49 +6%
1W
964
1776 Wealth
Georgia
$364K – – –
WWM
965
WT Wealth Management
Arizona
$364K -$1.27M -2,923 -78%
CAM
966
Crestone Asset Management
Colorado
$363K +$363K +834 New
DCM
967
Donaldson Capital Management
Indiana
$362K -$3.48K -8 -1%
PWPS
968
Pinnacle Wealth Planning Services
Ohio
$361K +$435 +1 +0.1%
BC
969
Bridgefront Capital
Texas
$360K +$360K +827 New
SSA
970
Schonfeld Strategic Advisors
New York
$359K -$9.54M -21,928 -96%
IPW
971
Impact Partnership Wealth
Georgia
$358K +$5.22K +12 +1%
DWT
972
Dorsey & Whitney Trust
South Dakota
$357K -$31.7K -73 -8%
SAM
973
Sompo Asset Management
Japan
$357K +$30.4K +70 +9%
BWA
974
Burt Wealth Advisors
Maryland
$354K – – –
GC
975
Gratus Capital
Georgia
$354K +$20K +46 +6%
37 38
39
40 41