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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
WSFS
1051
Wilmington Savings Fund Society
Delaware
$281K
FWM
1052
ForthRight Wealth Management
Georgia
$280K -$6.32K -15 -2%
GWSG
1053
GPS Wealth Strategies Group
Colorado
$280K +$19.4K +46 +8%
LPAM
1054
Lodestar Private Asset Management
California
$280K -$23.6K -56 -8%
CCM
1055
Chiron Capital Management
Florida
$278K
OWA
1056
Opal Wealth Advisors
New York
$277K -$36.7K -87 -12%
WPA
1057
West Paces Advisors
Georgia
$277K
MG
1058
Mather Group
Illinois
$277K +$19.8K +47 +8%
FBA
1059
Front Barnett Associates
Illinois
$277K
BWAM
1060
Boyd Watterson Asset Management
Ohio
$276K
AAIS
1061
ABN AMRO Investment Solutions
$274K -$329K -781 -55%
PCH
1062
PGIM Custom Harvest
New Jersey
$274K +$18.5K +44 +7%
SDWIA
1063
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$274K
QPWM
1064
Quadrant Private Wealth Management
Pennsylvania
$273K
FS
1065
Ferguson Shapiro
Georgia
$273K
LCWP
1066
Legacy Capital Wealth Partners
Arkansas
$273K -$37.1K -88 -12%
MMPW
1067
Mitchell McLeod Pugh & Williams
Alabama
$270K +$262K +622 New
UID
1068
Union Investments & Development
Israel
$270K
TC
1069
TownSquare Capital
Utah
$269K +$261K +619 New
SWM
1070
Silverlake Wealth Management
Vermont
$266K +$258K +612 New
PCA
1071
Pallas Capital Advisors
Massachusetts
$266K +$249K +591 New
WW
1072
Westshore Wealth
California
$265K +$3.79K +9 +2%
RMC
1073
Resources Management Corp
Connecticut
$264K +$1.26K +3 +0.5%
FNBT
1074
FineMark National Bank & Trust
Florida
$264K -$19K -45 -7%
HFAS
1075
Hummer Financial Advisory Services
Illinois
$261K

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.