We are live on ! Find out more
MCK icon

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
TFA
951
Transamerica Financial Advisors
Florida
$530K -$129K -283 -20%
NP
952
NorthRock Partners
Minnesota
$529K +$251K +551 +93%
FMLI
953
Fukoku Mutual Life Insurance
Japan
$528K -$25.9K -57 -5%
TFF
954
The Family Firm
Maryland
$527K -$8.64K -19 -2%
WA
955
Wealth Alliance
New York
$526K -$48.2K -106 -9%
VFA
956
Voya Financial Advisors
Connecticut
$523K +$24.6K +54 +5%
GC
957
Globeflex Capital
California
$523K
AFG
958
Atomi Financial Group
New York
$519K +$510K +1,122 New
CW
959
CreativeOne Wealth
Kansas
$518K +$169K +372 +50%
KA
960
Kintegral Advisory
New York
$517K -$3.18K -7 -0.6%
LC
961
Lindbrook Capital
California
$516K +$49.6K +109 +11%
SC
962
SRB Corp
Massachusetts
$513K
PAM
963
Paradigm Asset Management
New York
$509K
DTC
964
Davidson Trust Company
Washington
$509K
APW
965
Austin Private Wealth
Texas
$507K +$12.3K +27 +3%
WP
966
WealthPLAN Partners
Nebraska
$506K -$55.5K -122 -10%
BAM
967
Blueshift Asset Management
New Jersey
$504K -$227K -500 -31%
IFWM
968
Institute for Wealth Management
Colorado
$502K
S
969
Sunpointe
Missouri
$501K +$492K +1,081 New
EFG
970
Everhart Financial Group
Ohio
$498K +$7.73K +17 +2%
CCFM
971
Clear Creek Financial Management
Washington
$495K +$26.4K +58 +6%
EH
972
Equitable Holdings
New York
$495K +$46.4K +102 +11%
SIM
973
Stratos Investment Management
Ohio
$494K -$6.82K -15 -1%
VFP
974
Verus Financial Partners
Virginia
$491K +$80.5K +177 +21%
STA
975
Summit Trail Advisors
New York
$485K +$41.4K +91 +10%

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.