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
FFA
1276
Fairfield Financial Advisors
Massachusetts
$22.9K
MAM
1277
Marquette Asset Management
Minnesota
$22.6K
CT
1278
Clearstead Trust
Maine
$22.6K +$21.9K +52 New
NMG
1279
New Millennium Group
Utah
$22.2K
OLVIG
1280
Oliver Lagore Vanvalin Investment Group
Michigan
$22.2K +$1.69K +4 +9%
SN
1281
Sittner & Nelson
Oregon
$21.7K
BWM
1282
Baystate Wealth Management
Massachusetts
$20.7K -$843 -2 -4%
HIA
1283
Harbor Investment Advisory
Maryland
$19.6K
BWL
1284
Bogart Wealth LLC
Virginia
$19.1K
QL
1285
Quarry LP
New York
$18.3K -$109K -258 -86%
BIA
1286
Bell Investment Advisors
California
$18.3K -$4.64K -11 -21%
CIA
1287
Cape Investment Advisory
Georgia
$17.8K -$17.3K -41 -50%
MWM
1288
Mascoma Wealth Management
New Hampshire
$17.8K +$10.5K +25 +156%
TLA
1289
Tanglewood Legacy Advisors
Texas
$17.4K
SFG
1290
Steward Financial Group
Texas
$17K +$2.53K +6 +17%
AF
1291
Advisornet Financial
Minnesota
$17K -$12.2K -29 -43%
LF
1292
Lee Financial
Texas
$15.2K
SAG
1293
Spotlight Asset Group
Illinois
$14.3K
FRA
1294
Front Row Advisors
California
$13.9K +$2.95K +7 +28%
AWM
1295
Abound Wealth Management
Tennessee
$13.9K +$843 +2 +7%
AWM
1296
Atticus Wealth Management
Florida
$13K
HI
1297
Hoey Investments
Pennsylvania
$13K
PP
1298
Pacifica Partners
Canada
$12.5K
DCP
1299
Distillate Capital Partners
Illinois
$12.2K -$843 -2 -7%
HWA
1300
HHM Wealth Advisors
Tennessee
$12.2K

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.