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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
FOA
1176
Five Oceans Advisors
California
$263K -$54.1K -119 -17%
LCWP
1177
Legacy Capital Wealth Partners
Arkansas
$262K -$28.2K -62 -10%
CBNLCF
1178
Cognios Beta Neutral Large Cap Fund
Kansas
$262K -$423K -930 -62%
BMCM
1179
Burns Matteson Capital Management
New York
$262K -$617K -1,357 -70%
CIS
1180
Custom Index Systems
New York
$261K +$256K +563 New
AFP
1181
Ausdal Financial Partners
Iowa
$261K +$3.18K +7 +1%
Group One Trading
1182
Group One Trading
Illinois
$259K -$1.27M -2,783 -83%
CFS
1183
CRA Financial Services
New Jersey
$257K
JCM
1184
Jag Capital Management
Missouri
$257K -$7.6M -16,706 -97%
IPW
1185
Impact Partnership Wealth
Georgia
$256K -$123K -270 -33%
VPP
1186
Vertex Planning Partners
Illinois
$255K +$22.7K +50 +10%
PCA
1187
Pallas Capital Advisors
Massachusetts
$254K -$19.1K -42 -7%
CPA
1188
Clear Point Advisors
New York
$253K +$249K +547 New
RMC
1189
Resources Management Corp
Connecticut
$253K -$27.3K -60 -10%
VCM
1190
Vivaldi Capital Management
Illinois
$253K +$228K +501 New
QCIG
1191
Quad-Cities Investment Group
Iowa
$252K
BHPW
1192
Beverly Hills Private Wealth
California
$252K +$247K +544 New
CRI
1193
Colonial River Investments
Virginia
$251K +$247K +543 New
VL
1194
Vima LLC
Michigan
$250K +$246K +540 New
PFP
1195
Paragon Financial Partners
California
$250K -$1.36K -3 -0.6%
GAG
1196
GM Advisory Group
New York
$249K +$244K +537 New
TIMH
1197
Tilt Investment Management Holdings
New York
$248K -$90K -198 -27%
FPWM
1198
FSB Premier Wealth Management
Iowa
$248K +$243K +535 New
FTIS
1199
First Trust Investment Solutions
Florida
$247K +$243K +534 New
SYBT
1200
Stock Yards Bank & Trust
Kentucky
$247K +$1.82K +4 +0.8%

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.