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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
WPA
1126
West Paces Advisors
Georgia
$296K +$909 +2 +0.3%
RIA
1127
Richwood Investment Advisors
Ohio
$296K -$41.8K -92 -13%
CCM
1128
Chiron Capital Management
Florida
$296K
BCM
1129
BluePath Capital Management
Georgia
$296K +$278K +611 New
OWM
1130
OneAscent Wealth Management
Alabama
$295K -$23.6K -52 -8%
ASG
1131
Ariston Services Group
California
$294K +$289K +636 New
AIM
1132
Aspen Investment Management
Michigan
$294K -$52.3K -115 -15%
RFG
1133
Range Financial Group
Oregon
$294K +$15.5K +34 +6%
CP
1134
Camelot Portfolios
Ohio
$293K +$287K +632 New
KA
1135
KLCM Advisors
Wisconsin
$292K +$37.3K +82 +15%
OWA
1136
Opal Wealth Advisors
New York
$292K -$3.64K -8 -1%
SDWIA
1137
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$292K
FS
1138
Ferguson Shapiro
Georgia
$291K
BWAM
1139
Boyd Watterson Asset Management
Ohio
$290K -$3.18K -7 -1%
FWM
1140
ForthRight Wealth Management
Georgia
$290K -$8.64K -19 -3%
IA
1141
IFG Advisory
Georgia
$288K +$283K +623 New
UID
1142
Union Investments & Development
Israel
$287K
SAM
1143
Sompo Asset Management
Japan
$287K -$90.9K -200 -24%
WSC
1144
Wellington Shields & Co
New York
$287K +$155K +340 +122%
AL
1145
Aspiriant LLC
California
$285K +$280K +616 New
QPWM
1146
Quadrant Private Wealth Management
Pennsylvania
$285K -$6.37K -14 -2%
DCM
1147
Donaldson Capital Management
Indiana
$284K -$99.6K -219 -26%
KCM
1148
Kanawha Capital Management
Virginia
$281K +$12.3K +27 +5%
FL
1149
Fort LP
Maryland
$281K -$32.7K -72 -11%
PP
1150
Paloma Partners
Connecticut
$280K +$275K +604 New

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.