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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
WMA
1151
Wealth Management Associates
New Jersey
$207K +$201K +476 New
MCC
1152
Money Concepts Capital
Florida
$207K -$77.5K -184 -28%
LIM
1153
Leavell Investment Management
Alabama
$206K +$199K +473 New
LIA
1154
LBMC Investment Advisors
Tennessee
$206K -$16K -38 -7%
SA
1155
Syntax Advisors
New York
$205K -$12.2K -29 -6%
VCG
1156
Vantage Consulting Group
Virginia
$205K -$12.2K -29 -6%
BFG
1157
Berger Financial Group
Minnesota
$204K -$24K -57 -11%
GWAG
1158
Garrett Wealth Advisory Group
Texas
$204K -$8.01K -19 -4%
KP
1159
Keel Point
Alabama
$201K +$195K +463 New
CIA
1160
Cascade Investment Advisors
Oregon
$200K +$194K +460 New
ST
1161
Smithfield Trust
Pennsylvania
$200K
TFGT
1162
TS Financial Group (TSFG)
Illinois
$194K
AAG
1163
Armstrong Advisory Group
Massachusetts
$183K +$5.06K +12 +3%
CYG
1164
Clean Yield Group
Vermont
$181K
QPBE
1165
Quintet Private Bank (Europe)
Luxembourg
$181K -$225K -534 -56%
EBA
1166
Eagle Bay Advisors
New York
$179K +$49.3K +117 +40%
WB
1167
Webster Bank
Connecticut
$176K
PWA
1168
Provenance Wealth Advisors
Florida
$176K +$170K +404 New
AA
1169
Alta Advisers
United Kingdom
$174K
PAG
1170
Paladin Advisory Group
Iowa
$166K
PFBT
1171
Parkside Financial Bank & Trust
Missouri
$162K +$8.85K +21 +6%
CMBA
1172
C.M. Bidwell & Associates
Hawaii
$162K
ATC
1173
Adirondack Trust Company
New York
$158K -$5.9K -14 -4%
FSWA
1174
Financial Synergies Wealth Advisors
Texas
$157K
HT
1175
Headlands Technologies
Illinois
$156K +$151K +358 New

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.