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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
MC
1101
Machina Capital
France
$317K -$124K -272 -28%
WBCM
1102
Wilson & Boucher Capital Management
California
$316K
PCM
1103
Princeton Capital Management
New Jersey
$315K
GA
1104
Gateway Advisory
New Jersey
$313K -$13.2K -29 -4%
GBT
1105
Grove Bank & Trust
Florida
$313K
WC
1106
Whitney & Co
New York
$313K
SMA
1107
Sage Mountain Advisors
Georgia
$313K +$1.36K +3 +0.4%
BCMO
1108
Buckingham Capital Management (Ohio)
Ohio
$312K
MG
1109
Mather Group
Illinois
$312K +$15.9K +35 +5%
PCH
1110
PGIM Custom Harvest
New Jersey
$310K +$17.7K +39 +6%
DMBA
1111
Deseret Mutual Benefit Administrators
Utah
$309K -$87.3K -192 -22%
BW
1112
Bison Wealth
Georgia
$305K +$455 +1 +0.2%
KC
1113
Kades & Cheifetz
Pennsylvania
$303K +$455 +1 +0.2%
MPWT
1114
MassMutual Private Wealth & Trust
Connecticut
$303K -$15.5K -34 -5%
MMPW
1115
Mitchell McLeod Pugh & Williams
Alabama
$302K +$13.6K +30 +5%
IP
1116
Isthmus Partners
Wisconsin
$301K
PP
1117
Pegasus Partners
Wisconsin
$301K
CTA
1118
Chesley Taft & Associates
Illinois
$300K
HAG
1119
HF Advisory Group
Maryland
$299K +$50.9K +112 +21%
LPAM
1120
Lodestar Private Asset Management
California
$298K
WAM
1121
Watershed Asset Management
California
$298K +$26.4K +58 +10%
FFA
1122
First Foundation Advisors
California
$297K -$167K -367 -36%
YIA
1123
YHB Investment Advisors
Connecticut
$297K -$1.38M -3,025 -82%
CAMG
1124
CWA Asset Management Group
Florida
$297K -$41.8K -92 -13%
BWM
1125
Baron Wealth Management
Michigan
$297K -$9.1K -20 -3%

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.