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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
GFA
1051
Gallagher Fiduciary Advisors
Illinois
$375K +$50.5K +111 +16%
MA
1052
MCF Advisors
Kentucky
$375K +$45.5K +100 +14%
AC
1053
AlphaCore Capital
California
$374K +$15.9K +35 +5%
HCM
1054
Hollencrest Capital Management
California
$372K +$22.7K +50 +7%
BHCM
1055
Brevan Howard Capital Management
Jersey
$371K +$365K +802 New
ZIC
1056
ZWJ Investment Counsel
Georgia
$370K -$46.4K -102 -11%
HC
1057
Hamilton Capital
Ohio
$365K +$93.2K +205 +35%
IA
1058
IFP Advisors
Florida
$362K -$312K -686 -47%
GL
1059
Graypoint LLC
New York
$362K +$45K +99 +15%
SAF
1060
Smith Anglin Financial
Texas
$359K +$455 +1 +0.1%
MWM
1061
Modera Wealth Management
New Jersey
$359K -$57.8K -127 -14%
NFG
1062
Nations Financial Group
Iowa
$356K +$350K +770 New
GC
1063
Gratus Capital
Georgia
$356K -$20K -44 -5%
SC
1064
Sawyer & Company
Massachusetts
$355K
SS
1065
Sunbelt Securities
Texas
$353K -$909 -2 -0.3%
FNBTCON
1066
First National Bank & Trust Co of Newtown
Pennsylvania
$353K
OA
1067
Oxbow Advisors
Texas
$352K +$346K +761 New
VVP
1068
Venture Visionary Partners
Ohio
$352K -$4.55K -10 -1%
Fisher Asset Management
1069
Fisher Asset Management
Washington
$351K -$9.1K -20 -3%
LFA
1070
LGT Financial Advisors
Texas
$350K +$47.7K +105 +16%
AWM
1071
Axxcess Wealth Management
California
$346K -$757K -1,664 -69%
CAAS
1072
Capital Asset Advisory Services
Michigan
$346K -$48.7K -107 -13%
GWSG
1073
GPS Wealth Strategies Group
Colorado
$345K +$46.8K +103 +16%
BG
1074
Bahl & Gaynor
Ohio
$343K +$8.19K +18 +2%
BWP
1075
Balboa Wealth Partners
Arizona
$342K +$66.8K +147 +25%

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.