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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
DBT
1026
Dubuque Bank & Trust
Iowa
$302K
OWM
1027
OneAscent Wealth Management
Alabama
$300K -$57.3K -136 -17%
LWP
1028
LMG Wealth Partners
Louisiana
$300K
MPWT
1029
MassMutual Private Wealth & Trust
Connecticut
$299K +$14.3K +34 +5%
FOA
1030
Five Oceans Advisors
California
$299K +$421 +1 +0.1%
MIM
1031
Marco Investment Management
Georgia
$298K
WBCM
1032
Wilson & Boucher Capital Management
California
$297K
GL
1033
Graypoint LLC
New York
$297K +$43.8K +104 +18%
PCM
1034
Princeton Capital Management
New Jersey
$296K
FL
1035
Fort LP
Maryland
$295K -$14.3K -34 -5%
WC
1036
Whitney & Co
New York
$294K -$10.1K -24 -3%
GBT
1037
Grove Bank & Trust
Florida
$294K +$115K +273 +68%
BCMO
1038
Buckingham Capital Management (Ohio)
Ohio
$293K
Twin Tree Management
1039
Twin Tree Management
Texas
$293K +$284K +673 New
SMA
1040
Sage Mountain Advisors
Georgia
$292K +$4.64K +11 +2%
TFA
1041
Tranquilli Financial Advisor
New Jersey
$290K -$44.2K -105 -14%
BWM
1042
Baron Wealth Management
Michigan
$287K +$279K +661 New
AC
1043
Allstate Corporation
Illinois
$287K
BW
1044
Bison Wealth
Georgia
$286K +$421 +1 +0.2%
RWB
1045
RMR Wealth Builders
New Jersey
$286K +$277K +657 New
KC
1046
Kades & Cheifetz
Pennsylvania
$284K
LFA
1047
LGT Financial Advisors
Texas
$283K -$78K -185 -22%
IP
1048
Isthmus Partners
Wisconsin
$283K +$274K +650 New
PP
1049
Pegasus Partners
Wisconsin
$283K +$274K +650 New
CTA
1050
Chesley Taft & Associates
Illinois
$281K

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.