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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
Luther King Capital Management (LKCM)
976
Luther King Capital Management (LKCM)
Texas
$482K
ACS
977
Archford Capital Strategies
Illinois
$481K -$411K -903 -46%
TPWA
978
Twin Peaks Wealth Advisors
California
$481K +$472K +1,039 New
DOA
979
D'Orazio & Associates
Virginia
$479K +$14.1K +31 +3%
GWWM
980
Great Waters Wealth Management
Minnesota
$477K
OWA
981
One Wealth Advisors
California
$475K -$74.1K -163 -14%
FCI
982
Financial Counselors Inc
Kansas
$475K -$34.1K -75 -7%
HBT
983
Heartland Bank & Trust
Illinois
$474K -$29.1K -64 -6%
C
984
Certuity
Florida
$472K +$463K +1,019 New
FCMC
985
Founders Capital Management (Connecticut)
Connecticut
$471K
CA
986
Clearstead Advisors
Ohio
$468K -$437K -960 -49%
BCG
987
BayBridge Capital Group
California
$465K +$436K +958 New
HA
988
Harbor Advisors
Florida
$463K
PWM
989
Perigon Wealth Management
California
$463K -$112K -246 -20%
PWMG
990
Prestige Wealth Management Group
New Jersey
$461K +$295K +649 +188%
GIM
991
Greylin Investment Management
Virginia
$461K -$234K -515 -34%
HIM
992
Hanlon Investment Management
New Jersey
$461K -$44.6K -98 -9%
WAP
993
Wealthcare Advisory Partners
Pennsylvania
$460K -$455 -1 -0.1%
AT
994
Arlington Trust
Alabama
$457K +$420K +923 +1,442%
BW
995
Basepoint Wealth
Iowa
$456K +$15.9K +35 +4%
SWM
996
Sendero Wealth Management
Texas
$456K
PIM
997
Plato Investment Management
Australia
$456K +$447K +984 New
AP
998
Adero Partners
California
$455K +$3.18K +7 +0.7%
FCCM
999
First City Capital Management
Georgia
$451K -$11.4K -25 -3%
CC
1000
Courier Capital
New York
$451K

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.