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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
VPP
1126
Vertex Planning Partners
Illinois
$218K -$4.64K -11 -2%
AFAS
1127
Acorn Financial Advisory Services
Virginia
$217K
CMI
1128
Clare Market Investments
Texas
$217K
CA
1129
Cullinan Associates
Kentucky
$217K
WFG
1130
Wills Financial Group
Virginia
$217K
ITB
1131
Idaho Trust Bank
Idaho
$217K +$211K +500 New
KWA
1132
Kingswood Wealth Advisors
California
$217K +$210K +499 New
MA
1133
MKT Advisors
California
$217K +$209K +495 New
MAM
1134
McLean Asset Management
Virginia
$216K +$201K +476 New
Loomis, Sayles & Company
1135
Loomis, Sayles & Company
Massachusetts
$216K +$116K +275 +124%
AT
1136
Arden Trust
Delaware
$215K -$29.9K -71 -13%
VA
1137
Valmark Advisers
Ohio
$213K +$1.26K +3 +0.6%
WDC
1138
Woodward Diversified Capital
California
$213K +$2.95K +7 +1%
BBA
1139
BLB&B Advisors
Pennsylvania
$213K -$8.43K -20 -4%
DFS
1140
Dixon Fnancial Services
California
$213K
LFA
1141
Legacy Financial Advisors
Kentucky
$212K -$9.69K -23 -5%
APF
1142
Alaska Permanent Fund
Alaska
$212K +$205K +487 New
AWA
1143
Arkadios Wealth Advisors
Georgia
$212K -$843 -2 -0.4%
SL
1144
Salomon & Ludwin
Virginia
$211K
SOS
1145
Silver Oak Securities
Tennessee
$211K +$205K +486 New
PHAM
1146
Palisades Hudson Asset Management
Florida
$211K
SW
1147
StrongBox Wealth
Missouri
$210K -$5.9K -14 -3%
CPRC
1148
Consolidated Portfolio Review Corp
New York
$210K +$204K +483 New
VSQM
1149
V-Square Quantitative Management
Illinois
$210K +$203K +482 New
OP
1150
ORG Partners
Indiana
$208K -$6.74K -16 -3%

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.