We are live on ! Find out more
MCK icon

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
BG
1251
Bollard Group
Massachusetts
$37K
AWM
1252
Avior Wealth Management
Nebraska
$36.5K +$11.8K +28 +50%
TFM
1253
TFC Financial Management
Massachusetts
$36.1K
EA
1254
Evolution Advisers
Virginia
$36K
PPWM
1255
PFG Private Wealth Management
Florida
$35.7K -$59K -140 -63%
AA
1256
AlphaMark Advisors
Kentucky
$35K
LOIP
1257
Live Oak Investment Partners
Texas
$34.8K
WT
1258
Washington Trust
Rhode Island
$34.8K
DCM
1259
Disciplina Capital Management
Tennessee
$33.5K
EARNEST Partners
1260
EARNEST Partners
Georgia
$32.2K
SWA
1261
Sutton Wealth Advisors
Florida
$31.7K -$2.95K -7 -9%
PFA
1262
Pathway Financial Advisers
Indiana
$31.6K +$30.8K +73 New
M
1263
MOTCO
Texas
$31.3K -$843 -2 -3%
CCA
1264
Column Capital Advisors
Indiana
$29.1K -$2.11K -5 -7%
WTA
1265
Washington Trust Advisors
Massachusetts
$29.1K
JFA
1266
JNBA Financial Advisors
Minnesota
$28.3K +$4.64K +11 +20%
AP
1267
Arlington Partners
Alabama
$27.8K -$383K -910 -93%
AT
1268
Arlington Trust
Alabama
$27.8K +$27K +64 New
Legacy Financial Group (Iowa)
1269
Legacy Financial Group (Iowa)
Iowa
$27.4K +$26.6K +63 New
SIC
1270
SJS Investment Consulting
Ohio
$26.5K
OIAM
1271
OFI Invest Asset Management
France
$26.3K +$27K +64 New
LWANC
1272
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.7K
CWC
1273
Carolinas Wealth Consulting
North Carolina
$25.6K -$12.2K -29 -34%
BAAM
1274
Baker Avenue Asset Management
California
$25.2K +$2.53K +6 +12%
VF
1275
VitalStone Financial
Texas
$24K

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.