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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
TC
1201
Tacita Capital
Ontario, Canada
$111K
TF
1202
Tompkins Financial
New York
$110K
BFPW
1203
BOK Financial Private Wealth
Colorado
$109K
GKIM
1204
GW&K Investment Management
Massachusetts
$107K +$843 +2 +0.8%
HGERS
1205
Householder Group Estate & Retirement Specialist
Arizona
$107K +$103K +245 New
GEA
1206
Glen Eagle Advisors
New Jersey
$105K -$21.5K -51 -17%
MCM
1207
MV Capital Management
Maryland
$105K -$843 -2 -0.8%
GWS
1208
Glassman Wealth Services
Virginia
$104K -$4.21K -10 -4%
TCA
1209
Trifecta Capital Advisors
Illinois
$98.7K +$6.32K +15 +7%
C
1210
Covestor
United Kingdom
$97K -$4.21K -10 -4%
UCB
1211
United Community Bank
South Carolina
$96.1K -$10.5K -25 -10%
BHWM
1212
Bay Harbor Wealth Management
Maryland
$95.4K +$1.26K +3 +1%
KFI
1213
Key Financial Inc
Pennsylvania
$94.8K
GI
1214
Gradient Investments
Minnesota
$93.9K +$29.1K +69 +47%
CCP
1215
Carmel Capital Partners
California
$93.9K +$55.2K +131 +154%
WIM
1216
Westside Investment Management
California
$87K
CHC
1217
City Holding Co
West Virginia
$87K
CSPIA
1218
Cary Street Partners Investment Advisory
Virginia
$86.1K +$14.3K +34 +21%
CA
1219
Centerpoint Advisors
Massachusetts
$85K -$2.53K -6 -3%
CG
1220
Cutler Group
California
$85K
LFG
1221
Larson Financial Group
Missouri
$84.4K +$64.9K +154 +385%
CWP
1222
Concord Wealth Partners
Virginia
$82.6K -$68.7K -163 -46%
RFG
1223
RFP Financial Group
Georgia
$80.4K
CAC
1224
Core Alternative Capital
Georgia
$78.3K
VNA
1225
Valley National Advisers
Pennsylvania
$77K +$5.48K +13 +8%

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.