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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
Jones Financial Companies
1176
Jones Financial Companies
Missouri
$151K +$2.95K +7 +2%
PWMG
1177
Prestige Wealth Management Group
New Jersey
$151K +$7.59K +18 +5%
PCFFS
1178
Pacific Center for Financial Services
California
$150K +$146K +346 New
TCOV
1179
Trust Company of Vermont
Vermont
$147K -$10.5K -25 -7%
SSB
1180
Sandy Spring Bank
Maryland
$144K
IWP
1181
Icon Wealth Partners
Texas
$142K
CT
1182
Colonial Trust
South Carolina
$141K
CT
1183
Cambridge Trust
Massachusetts
$140K -$1.69K -4 -1%
MCM
1184
Manchester Capital Management
Vermont
$140K
ADL
1185
Asset Dedication LLC
California
$140K +$12.2K +29 +10%
RDIA
1186
RE Dickinson Investment Advisors
Iowa
$137K
SC
1187
SouthState Corp
Florida
$137K
MIM
1188
Macroview Investment Management
Maryland
$132K +$128K +303 New
EWM
1189
Evermay Wealth Management
Virginia
$128K
CF
1190
Centaurus Financial
California
$123K +$11.8K +28 +11%
TH
1191
TCTC Holdings
Texas
$123K -$843 -2 -0.7%
CAL
1192
Capital Analysts LLC
Pennsylvania
$122K +$117K +277 +6,925%
WSC
1193
Wellington Shields & Co
New York
$121K +$103K +244 +697%
AA
1194
Addison Advisors
Vermont
$120K +$8.01K +19 +7%
NL
1195
NKCFO LLC
Illinois
$120K
GM
1196
GeoWealth Management
Illinois
$120K +$8.43K +20 +8%
JSAM
1197
J. Safra Asset Management
New York
$119K
PPC
1198
Park Place Capital
Alabama
$117K +$16.9K +40 +17%
FCAS
1199
First Command Advisory Services
Texas
$117K +$114K +270 New
AW
1200
Avion Wealth
Texas
$114K +$8.85K +21 +9%

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.