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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
RDFA
1226
Ritter Daniher Financial Advisory
Ohio
$75.7K
SIC
1227
Salem Investment Counselors
North Carolina
$75.1K -$133K -316 -65%
NSIM
1228
North Star Investment Management
Illinois
$74.8K
AIC
1229
Archer Investment Corporation
Indiana
$71.8K
DAM
1230
Delta Asset Management
Tennessee
$68.9K
OCM
1231
Orion Capital Management
California
$62.6K +$60.7K +144 New
MIA
1232
Milestone Investment Advisors
Wisconsin
$60.9K +$59K +140 New
ZB
1233
Zions Bancorporation
Utah
$59.6K
APW
1234
Acima Private Wealth
Virginia
$56.5K
BONH
1235
Bank of New Hampshire
New Hampshire
$53.9K
FP
1236
Financial Perspectives
Minnesota
$53.1K
TC
1237
Truvestments Capital
Florida
$52.6K -$843 -2 -2%
CBT
1238
CoreFirst Bank & Trust
Kansas
$50.9K
CP
1239
Castleview Partners
Texas
$47.4K +$7.16K +17 +18%
SCA
1240
Stonebridge Capital Advisors
Minnesota
$45.7K +$2.11K +5 +5%
JWM
1241
Janiczek Wealth Management
Colorado
$45.2K +$42.1K +100 +2,500%
MMG
1242
Monetary Management Group
Missouri
$43.5K
PFSC
1243
Peoples Financial Services Corp
Pennsylvania
$43.5K
USB
1244
Union Savings Bank
Connecticut
$43.5K
WOC
1245
West Oak Capital
California
$43K
IUHSA
1246
Itau Unibanco Holding S.A.
Brazil
$42.2K -$24.9K -59 -38%
KFP
1247
KB Financial Partners
New Jersey
$41K +$7.16K +17 +22%
CAL
1248
Capital Advisors Ltd
Ohio
$40K +$1.26K +3 +3%
RTC
1249
Riverview Trust Company
Washington
$39.6K
PB
1250
Pinnacle Bancorp
Nebraska
$38.3K -$4.21K -10 -10%

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.