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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
HI
1026
Harbour Investments
Wisconsin
$413K +$77.8K +171 +24%
MWA
1027
Midland Wealth Advisors
Illinois
$412K +$404K +889 New
RCM
1028
Raleigh Capital Management
North Carolina
$411K +$12.7K +28 +3%
BIG
1029
Brooklyn Investment Group
New York
$410K +$403K +886 New
MM
1030
MQS Management
New York
$406K +$398K +876 New
FNT
1031
First Nebraska Trust
Nebraska
$405K
EWA
1032
Etesian Wealth Advisors
Oregon
$405K -$2.73K -6 -0.7%
PP
1033
PDS Planning
Ohio
$402K +$1.36K +3 +0.3%
CIG
1034
Cullen Investment Group
Louisiana
$401K +$394K +866 New
SCP
1035
Sivia Capital Partners
California
$400K +$393K +865 New
PFGIA
1036
Patriot Financial Group Insurance Agency
Massachusetts
$399K -$140K -307 -26%
BAM
1037
Belpointe Asset Management
Nevada
$397K -$311K -683 -44%
TF
1038
Tompkins Financial
New York
$396K +$273K +601 +237%
KWM
1039
Kingsview Wealth Management
Oregon
$395K -$15K -33 -4%
QWP
1040
Quotient Wealth Partners
Texas
$393K +$386K +848 New
I2I
1041
Insight 2811 Inc
Illinois
$389K -$7.28K -16 -2%
1W
1042
1776 Wealth
Georgia
$388K
DWT
1043
Dorsey & Whitney Trust
South Dakota
$388K +$7.28K +16 +2%
WWM
1044
WT Wealth Management
Arizona
$385K -$2.27K -5 -0.6%
PWPS
1045
Pinnacle Wealth Planning Services
Ohio
$384K -$455 -1 -0.1%
Capstone Investment Advisors
1046
Capstone Investment Advisors
New York
$379K +$372K +818 New
CPCM
1047
Cardinal Point Capital Management
Ontario, Canada
$377K -$30K -66 -8%
UW
1048
Unique Wealth
Florida
$376K +$370K +813 New
BWA
1049
Burt Wealth Advisors
Maryland
$376K
CFP
1050
Catalyst Financial Partners
Massachusetts
$376K +$16.8K +37 +5%

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.