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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
PPWM
1276
PFG Private Wealth Management
Florida
$198K +$157K +346 +422%
AAG
1277
Armstrong Advisory Group
Massachusetts
$195K
WB
1278
Webster Bank
Connecticut
$188K
PWA
1279
Provenance Wealth Advisors
Florida
$188K +$455 +1 +0.2%
ATC
1280
Adirondack Trust Company
New York
$187K -$2.73K -6 -2%
AA
1281
Alta Advisers
United Kingdom
$185K
CYG
1282
Clean Yield Group
Vermont
$184K
USB
1283
Union Savings Bank
Connecticut
$174K +$125K +275 +275%
SIC
1284
Salem Investment Counselors
North Carolina
$172K +$90.9K +200 +116%
CMBA
1285
C.M. Bidwell & Associates
Hawaii
$172K
MFA
1286
McClarren Financial Advisors
Pennsylvania
$172K +$169K +371 New
SC
1287
SouthState Corp
Florida
$170K +$24.1K +53 +17%
PFBT
1288
Parkside Financial Bank & Trust
Missouri
$167K -$5K -11 -3%
JFGIW
1289
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$163K +$160K +351 New
LFG
1290
Larson Financial Group
Missouri
$163K +$71.4K +157 +81%
Jones Financial Companies
1291
Jones Financial Companies
Missouri
$162K +$455 +1 +0.3%
PCFFS
1292
Pacific Center for Financial Services
California
$160K
SSB
1293
Sandy Spring Bank
Maryland
$157K +$3.64K +8 +2%
MCM
1294
Manchester Capital Management
Vermont
$156K +$6.37K +14 +4%
CT
1295
Colonial Trust
South Carolina
$153K +$2.27K +5 +2%
RIM
1296
Rakuten Investment Management
Japan
$151K +$151K +331 New
IWA
1297
Icon Wealth Advisors
Texas
$151K +$149K +327 New
ADL
1298
Asset Dedication LLC
California
$150K
TCOV
1299
Trust Company of Vermont
Vermont
$148K -$9.1K -20 -6%
RDIA
1300
RE Dickinson Investment Advisors
Iowa
$146K

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.