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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
MW
1076
Marcum Wealth
Ohio
$342K +$455 +1 +0.1%
CAC
1077
Certified Advisory Corp
Florida
$339K +$455 +1 +0.1%
EP
1078
Edgestream Partners
New Jersey
$336K -$239K -526 -42%
First Manhattan
1079
First Manhattan
New York
$332K +$2.73K +6 +0.8%
DIM
1080
Delta Investment Management
California
$331K -$41.8K -92 -11%
GI
1081
GAMMA Investing
California
$330K +$300K +660 New
DWM
1082
Defined Wealth Management
Oregon
$330K +$1.36K +3 +0.4%
SI
1083
Symmetry Investments
Jersey
$329K +$323K +710 New
FNBT
1084
FineMark National Bank & Trust
Florida
$329K +$46.8K +103 +17%
TFA
1085
Tranquilli Financial Advisor
New Jersey
$328K +$18.2K +40 +6%
AW
1086
Alaethes Wealth
Nevada
$327K
SIM
1087
Sentry Investment Management
Wisconsin
$327K -$34.6K -76 -10%
DCM
1088
Driehaus Capital Management
Illinois
$327K -$198K -435 -38%
FCA
1089
FinTrust Capital Advisors
South Carolina
$325K +$52.7K +116 +20%
HAIM
1090
Hunter Associates Investment Management
Pennsylvania
$325K
TC
1091
TownSquare Capital
Utah
$324K +$36.8K +81 +13%
NB
1092
NBT Bank
New York
$323K -$9.1K -20 -3%
Los Angeles Capital Management
1093
Los Angeles Capital Management
California
$322K -$1.39M -3,046 -81%
FB
1094
First Bancorp
Maine
$322K
HB
1095
HTLF Bank
Colorado
$322K +$316K +695 New
MPM
1096
Meritage Portfolio Management
Kansas
$321K -$18.6K -41 -6%
LWP
1097
LMG Wealth Partners
Louisiana
$319K
VAS
1098
Vestmark Advisory Solutions
Massachusetts
$318K +$558K +1,226 New
MIM
1099
Marco Investment Management
Georgia
$318K
AWA
1100
Arkadios Wealth Advisors
Georgia
$317K +$90.9K +200 +41%

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.