We are live on ! Find out more
MCK icon

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
CW
1001
CreativeOne Wealth
Kansas
$324K -$126K -298 -29%
AWM
1002
Accurate Wealth Management
Florida
$322K +$298K +708 New
MW
1003
Marcum Wealth
Ohio
$321K +$2.11K +5 +0.7%
TIMH
1004
Tilt Investment Management Holdings
New York
$319K
MPM
1005
Meritage Portfolio Management
Kansas
$319K -$51.4K -122 -14%
CAMG
1006
CWA Asset Management Group
Florida
$319K +$23.6K +56 +8%
RIA
1007
Richwood Investment Advisors
Ohio
$318K -$20.2K -48 -6%
CAC
1008
Certified Advisory Corp
Florida
$318K +$103K +245 +50%
CWM
1009
Circle Wealth Management
New Jersey
$317K +$308K +730 New
MAM
1010
Marotta Asset Management
Virginia
$316K
HH
1011
Hilltop Holdings
Texas
$315K -$5.9K -14 -2%
BG
1012
Bahl & Gaynor
Ohio
$314K +$305K +723 New
HI
1013
Harbour Investments
Wisconsin
$313K +$5.9K +14 +2%
NB
1014
NBT Bank
New York
$312K +$303K +718 New
I
1015
InceptionR
California
$310K +$300K +712 New
MA
1016
MCF Advisors
Kentucky
$309K +$9.27K +22 +3%
First Manhattan
1017
First Manhattan
New York
$309K -$15.2K -36 -5%
DWM
1018
Defined Wealth Management
Oregon
$308K +$1.26K +3 +0.4%
AW
1019
Alaethes Wealth
Nevada
$307K
GA
1020
Gateway Advisory
New Jersey
$307K +$5.48K +13 +2%
CC
1021
Centiva Capital
New York
$305K -$1.82M -4,313 -86%
DLG
1022
Daniel L. Goodwin
$304K
GFA
1023
Gallagher Fiduciary Advisors
Illinois
$304K
HAIM
1024
Hunter Associates Investment Management
Pennsylvania
$304K
FB
1025
First Bancorp
Maine
$302K -$2.11K -5 -0.7%

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.