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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
HAG
1101
HF Advisory Group
Maryland
$238K +$225K +534 New
PFP
1102
Paragon Financial Partners
California
$236K
AC
1103
ASB Consultores
Florida
$233K -$108K -256 -32%
PCIG
1104
Partners Capital Investment Group
Massachusetts
$233K -$6.29M -14,922 -97%
CWG
1105
Cornerstone Wealth Group
North Carolina
$232K
QCIG
1106
Quad-Cities Investment Group
Iowa
$230K
SYBT
1107
Stock Yards Bank & Trust
Kentucky
$230K -$2.11K -5 -0.9%
MAP
1108
Moody Aldrich Partners
Massachusetts
$230K +$221K +524 New
AAS
1109
Annex Advisory Services
Wisconsin
$228K +$221K +524 New
FBFS
1110
First Business Financial Services
Wisconsin
$227K +$6.32K +15 +3%
IF
1111
Intrua Financial
Texas
$227K +$220K +523 New
PGWM
1112
Parisi Gray Wealth Management
New Jersey
$227K +$220K +523 New
RCG
1113
Regatta Capital Group
California
$227K
TIA
1114
Tandem Investment Advisors
South Carolina
$227K +$4.21K +10 +2%
BB
1115
Bell Bank
North Dakota
$224K +$217K +516 New
MAA
1116
Mraz Amerine & Associates
California
$224K
SGCA
1117
Steel Grove Capital Advisors
Tennessee
$224K +$2.95K +7 +1%
GCM
1118
Graham Capital Management
Connecticut
$224K -$4.06M -9,623 -95%
SIMG
1119
Sonora Investment Management Group
Arizona
$223K
1SB
1120
1ST Source Bank
Indiana
$223K -$258K -612 -54%
VCM
1121
Versant Capital Management
Arizona
$222K
HWA
1122
Heritage Wealth Advisors
Virginia
$221K
AGWCA
1123
Annis Gardner Whiting Capital Advisors
Florida
$220K +$213K +505 New
PMAM
1124
Picton Mahoney Asset Management
Ontario, Canada
$219K +$12.6K +30 +6%
MMA
1125
Miracle Mile Advisors
California
$218K -$8.01K -19 -4%

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.