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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
MWM
1151
Mosley Wealth Management
California
$278K +$273K +601 New
HFAS
1152
Hummer Financial Advisory Services
Illinois
$278K
SAMC
1153
Spectrum Asset Management (California)
California
$278K
GIM
1154
Groesbeck Investment Management
New Jersey
$278K
WW
1155
Westshore Wealth
California
$278K -$4.09K -9 -1%
AC
1156
Allstate Corporation
Illinois
$278K -$26.8K -59 -9%
ECM
1157
EagleClaw Capital Management
Massachusetts
$278K
CPIG
1158
Chicago Partners Investment Group
Illinois
$277K +$7.28K +16 +3%
PIM
1159
Penobscot Investment Management
Massachusetts
$276K
NW
1160
Naviter Wealth
Arkansas
$276K +$271K +595 New
THL
1161
Tillman Hartley LLC
Colorado
$274K
TIA
1162
Trust Investment Advisors
Indiana
$273K +$268K +590 New
SWA
1163
Stratos Wealth Advisors
Ohio
$271K +$15K +33 +6%
PMAM
1164
Picton Mahoney Asset Management
Ontario, Canada
$271K +$36.4K +80 +16%
TIA
1165
Tiemann Investment Advisors
California
$271K
MSA
1166
Marathon Strategic Advisors
Pennsylvania
$270K +$265K +583 New
GC
1167
Grimes & Company
Massachusetts
$270K +$909 +2 +0.3%
Wolverine Trading
1168
Wolverine Trading
Illinois
$269K +$264K +581 New
FWP
1169
FAS Wealth Partners
Kansas
$268K +$263K +579 New
NI
1170
NDVR Inc
Massachusetts
$268K +$263K +578 New
CWG
1171
Cornerstone Wealth Group
North Carolina
$266K +$18.6K +41 +8%
CCA
1172
Childress Capital Advisors
Texas
$266K +$261K +574 New
BHBT
1173
Burke & Herbert Bank & Trust
Virginia
$265K
GHAM
1174
Gilman Hill Asset Management
Connecticut
$264K
AFG
1175
AFS Financial Group
Maryland
$264K -$8.19K -18 -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.