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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
SF
1201
Summit Financial
New Jersey
$244K +$240K +527 New
TIA
1202
Tandem Investment Advisors
South Carolina
$244K +$1.82K +4 +0.8%
DAS
1203
Dynamic Advisor Solutions
Arizona
$243K +$231K +509 New
DFS
1204
Dixon Fnancial Services
California
$243K +$16.4K +36 +7%
BBA
1205
BLB&B Advisors
Pennsylvania
$243K +$15.9K +35 +7%
PGWM
1206
Parisi Gray Wealth Management
New Jersey
$242K
FBFS
1207
First Business Financial Services
Wisconsin
$242K
EFG
1208
Ethos Financial Group
Pennsylvania
$242K +$238K +523 New
NICM
1209
Neo Ivy Capital Management
New York
$240K +$236K +518 New
BB
1210
Bell Bank
North Dakota
$239K
MAA
1211
Mraz Amerine & Associates
California
$238K
Loomis, Sayles & Company
1212
Loomis, Sayles & Company
Massachusetts
$238K +$7.73K +17 +3%
WHCI
1213
W.H. Cornerstone Investments
Massachusetts
$238K +$234K +514 New
SIMG
1214
Sonora Investment Management Group
Arizona
$238K
GWM
1215
Geneos Wealth Management
Colorado
$238K -$30.9K -68 -12%
RCG
1216
Regatta Capital Group
California
$237K -$4.55K -10 -2%
FCG
1217
Fielder Capital Group
Tennessee
$237K +$232K +511 New
MA
1218
MKT Advisors
California
$236K -$455 -1 -0.2%
AGWCA
1219
Annis Gardner Whiting Capital Advisors
Florida
$236K +$1.36K +3 +0.6%
HWA
1220
Heritage Wealth Advisors
Virginia
$235K
SGCA
1221
Steel Grove Capital Advisors
Tennessee
$235K -$3.18K -7 -1%
MMA
1222
Miracle Mile Advisors
California
$232K
AFAS
1223
Acorn Financial Advisory Services
Virginia
$232K +$909 +2 +0.4%
WFG
1224
Wills Financial Group
Virginia
$231K
LFA
1225
Legacy Financial Advisors
Kentucky
$231K +$5.46K +12 +2%

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.