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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
BFG
1251
Berger Financial Group
Minnesota
$213K -$4.55K -10 -2%
CIA
1252
Cascade Investment Advisors
Oregon
$213K
WP
1253
WealthSource Partners
California
$212K +$209K +459 New
RSWM
1254
Robertson Stephens Wealth Management
California
$212K +$208K +457 New
EB
1255
Eastern Bank
Massachusetts
$212K +$208K +457 New
SL
1256
Salomon & Ludwin
Virginia
$211K
VCM
1257
Versant Capital Management
Arizona
$211K -$24.6K -54 -11%
HKIM
1258
Hayek Kallen Investment Management
Alabama
$211K +$207K +455 New
MSG
1259
Main Street Group
Virginia
$211K +$207K +455 New
GWMR
1260
GC Wealth Management RIA
Massachusetts
$210K +$206K +453 New
WDC
1261
Woodward Diversified Capital
California
$209K -$17.7K -39 -8%
SW
1262
StrongBox Wealth
Missouri
$208K -$15.9K -35 -7%
TCM
1263
Triumph Capital Management
Colorado
$207K +$203K +446 New
SRAM
1264
Spouting Rock Asset Management
Pennsylvania
$206K +$203K +446 New
IB
1265
Intrust Bank
Kansas
$206K +$202K +445 New
TFGT
1266
TS Financial Group (TSFG)
Illinois
$206K +$455 +1 +0.2%
MMA
1267
Mizuho Markets Americas
New York
$205K +$201K +443 New
RWB
1268
RMR Wealth Builders
New Jersey
$204K -$98.2K -216 -33%
KC
1269
Kinloch Capital
Virginia
$204K +$200K +440 New
PCIG
1270
Partners Capital Investment Group
Massachusetts
$203K -$43.7K -96 -18%
CAM
1271
Cidel Asset Management
Ontario, Canada
$203K +$200K +439 New
LAM
1272
L2 Asset Management
Massachusetts
$203K +$199K +438 New
NA
1273
Navellier & Associates
Nevada
$201K +$197K +434 New
SAW
1274
Signal Advisors Wealth
Michigan
$201K +$197K +433 New
MWM
1275
Maripau Wealth Management
Indiana
$200K +$197K +433 New

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.