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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 %
CAC
1001
Certified Advisory Corp
Florida
$318K +$107K +245 +50%
CWM
1002
Circle Wealth Management
New Jersey
$317K +$317K +730 New
MAM
1003
Marotta Asset Management
Virginia
$316K – – –
HH
1004
Hilltop Holdings
Texas
$315K -$6.09K -14 -2%
BG
1005
Bahl & Gaynor
Ohio
$314K +$314K +723 New
HI
1006
Harbour Investments
Wisconsin
$313K +$6.09K +14 +2%
NB
1007
NBT Bank
New York
$312K +$312K +718 New
I
1008
InceptionR
California
$310K +$310K +712 New
MA
1009
MCF Advisors
Kentucky
$309K +$9.58K +22 +3%
First Manhattan
1010
First Manhattan
New York
$309K -$15.7K -36 -5%
DWM
1011
Defined Wealth Management
Oregon
$308K +$1.31K +3 +0.4%
AW
1012
Alaethes Wealth
Nevada
$307K – – –
GA
1013
Gateway Advisory
New Jersey
$307K +$5.65K +13 +2%
CC
1014
Centiva Capital
New York
$305K -$1.88M -4,313 -86%
GFA
1015
Gallagher Fiduciary Advisors
Illinois
$304K – – –
DLG
1016
Daniel L. Goodwin
$304K – – –
HAIM
1017
Hunter Associates Investment Management
Pennsylvania
$304K – – –
FB
1018
First Bancorp
Maine
$302K -$2.17K -5 -0.7%
DBT
1019
Dubuque Bank & Trust
Iowa
$302K – – –
OWM
1020
OneAscent Wealth Management
Alabama
$300K -$59.3K -136 -17%
LWP
1021
LMG Wealth Partners
Louisiana
$300K – – –
MPWT
1022
MassMutual Private Wealth & Trust
Connecticut
$299K +$14.8K +34 +5%
FOA
1023
Five Oceans Advisors
California
$299K +$435 +1 +0.1%
MIM
1024
Marco Investment Management
Georgia
$298K – – –
WBCM
1025
Wilson & Boucher Capital Management
California
$297K – – –
39 40
41
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