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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 %
MG
1051
Mather Group
Illinois
$277K +$20.4K +47 +8%
FBA
1052
Front Barnett Associates
Illinois
$277K – – –
BWAM
1053
Boyd Watterson Asset Management
Ohio
$276K – – –
AAIS
1054
ABN AMRO Investment Solutions
$274K -$340K -781 -55%
PCH
1055
PGIM Custom Harvest
New Jersey
$274K +$19.1K +44 +7%
SDWIA
1056
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$274K – – –
QPWM
1057
Quadrant Private Wealth Management
Pennsylvania
$273K – – –
FS
1058
Ferguson Shapiro
Georgia
$273K – – –
LCWP
1059
Legacy Capital Wealth Partners
Arkansas
$273K -$38.3K -88 -12%
MMPW
1060
Mitchell McLeod Pugh & Williams
Alabama
$270K +$270K +622 New
UID
1061
Union Investments & Development
Israel
$270K – – –
TC
1062
TownSquare Capital
Utah
$269K +$269K +619 New
SWM
1063
Silverlake Wealth Management
Vermont
$266K +$266K +612 New
PCA
1064
Pallas Capital Advisors
Massachusetts
$266K +$266K +591 New
WW
1065
Westshore Wealth
California
$265K +$3.92K +9 +2%
RMC
1066
Resources Management Corp
Connecticut
$264K +$1.31K +3 +0.5%
FNBT
1067
FineMark National Bank & Trust
Florida
$264K -$19.6K -45 -7%
SAMC
1068
Spectrum Asset Management (California)
California
$261K – – –
HFAS
1069
Hummer Financial Advisory Services
Illinois
$261K – – –
GIM
1070
Groesbeck Investment Management
New Jersey
$261K – – –
ECM
1071
EagleClaw Capital Management
Massachusetts
$261K – – –
RFG
1072
Range Financial Group
Oregon
$261K +$1.31K +3 +0.5%
PIM
1073
Penobscot Investment Management
Massachusetts
$260K – – –
WF
1074
Wayfinding Financial
Washington
$259K +$18.8K +43 +8%
BWP
1075
Balboa Wealth Partners
Arizona
$258K +$258K +592 New
41 42
43
44 45