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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 %
DIM
976
Delta Investment Management
California
$351K – – –
MGIA
977
Moneta Group Investment Advisors
Missouri
$346K -$2.61K -6 -0.7%
PAM
978
Private Asset Management
California
$345K – – –
SIM
979
Sentry Investment Management
Wisconsin
$340K -$71.6K -165 -17%
Fisher Asset Management
980
Fisher Asset Management
Washington
$338K +$44.4K +102 +15%
CFP
981
Catalyst Financial Partners
Massachusetts
$337K +$23K +53 +7%
SAF
982
Smith Anglin Financial
Texas
$337K +$435 +1 +0.1%
AC
983
AlphaCore Capital
California
$336K +$336K +772 New
VVP
984
Venture Visionary Partners
Ohio
$335K – – –
KA
985
Kovack Advisors
Florida
$335K +$32.6K +75 +11%
SC
986
Sawyer & Company
Massachusetts
$334K -$4.36K -10 -1%
SS
987
Sunbelt Securities
Texas
$333K – – –
WPW
988
Waldron Private Wealth
Pennsylvania
$332K -$1.31K -3 -0.4%
FNBTCON
989
First National Bank & Trust Co of Newtown
Pennsylvania
$332K – – –
OFS
990
OneAscent Financial Services
Alabama
$330K +$7.39K +17 +2%
CFG
991
Citizens Financial Group
Rhode Island
$328K -$81.5K -187 -20%
HCM
992
Hollencrest Capital Management
California
$328K – – –
AIM
993
Aspen Investment Management
Michigan
$326K -$95.6K -220 -23%
CW
994
CreativeOne Wealth
Kansas
$324K -$129K -298 -29%
AWM
995
Accurate Wealth Management
Florida
$322K +$322K +708 New
MW
996
Marcum Wealth
Ohio
$321K +$2.17K +5 +0.7%
TIMH
997
Tilt Investment Management Holdings
New York
$319K – – –
MPM
998
Meritage Portfolio Management
Kansas
$319K -$53K -122 -14%
CAMG
999
CWA Asset Management Group
Florida
$319K +$24.4K +56 +8%
RIA
1000
Richwood Investment Advisors
Ohio
$318K -$20.9K -48 -6%
38 39
40
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