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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
SAMC
1076
Spectrum Asset Management (California)
California
$261K
GIM
1077
Groesbeck Investment Management
New Jersey
$261K
ECM
1078
EagleClaw Capital Management
Massachusetts
$261K
RFG
1079
Range Financial Group
Oregon
$261K +$1.26K +3 +0.5%
PIM
1080
Penobscot Investment Management
Massachusetts
$260K
WF
1081
Wayfinding Financial
Washington
$259K +$18.1K +43 +8%
BWP
1082
Balboa Wealth Partners
Arizona
$258K +$249K +592 New
THL
1083
Tillman Hartley LLC
Colorado
$257K -$30.8K -73 -11%
NP
1084
NorthRock Partners
Minnesota
$257K +$249K +591 New
AFG
1085
AFS Financial Group
Maryland
$256K
FCA
1086
FinTrust Capital Advisors
South Carolina
$255K -$843 -2 -0.3%
TIA
1087
Tiemann Investment Advisors
California
$254K
WAM
1088
Watershed Asset Management
California
$254K +$247K +585 New
HC
1089
Hamilton Capital
Ohio
$254K +$4.21K +10 +2%
GWM
1090
Geneos Wealth Management
Colorado
$253K +$7.16K +17 +3%
KCM
1091
Kanawha Capital Management
Virginia
$252K -$8.43K -20 -3%
CM
1092
Capula Management
Cayman Islands
$252K +$244K +580 New
GC
1093
Grimes & Company
Massachusetts
$252K +$2.11K +5 +0.9%
CPIG
1094
Chicago Partners Investment Group
Illinois
$250K +$2.11K +5 +0.9%
BHBT
1095
Burke & Herbert Bank & Trust
Virginia
$249K
GHAM
1096
Gilman Hill Asset Management
Connecticut
$248K
AFP
1097
Ausdal Financial Partners
Iowa
$242K -$421 -1 -0.2%
CFS
1098
CRA Financial Services
New Jersey
$242K
SWA
1099
Stratos Wealth Advisors
Ohio
$241K +$233K +553 New
KA
1100
KLCM Advisors
Wisconsin
$238K

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.