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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
BCMLT
1301
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.1K
ACM
1302
Antonetti Capital Management
Florida
$10.9K
CTWM
1303
Cherry Tree Wealth Management
Minnesota
$10K +$9.69K +23 New
OC
1304
Oakworth Capital
Alabama
$9.57K -$11.4K -27 -55%
SIS
1305
Sound Income Strategies
Florida
$8.7K
MFT
1306
Moisand Fitzgerald Tamayo
Florida
$8.26K
RCG
1307
Rock Creek Group
District of Columbia
$7.83K -$5.9K -14 -44%
SWM
1308
Sugarloaf Wealth Management
Georgia
$7.83K
MAWCM
1309
Mine & Arao Wealth Creation & Management
California
$6.52K -$19.8K -47 -76%
CSC
1310
Caldwell Sutter Capital
California
$6.52K
SC
1311
Solstein Capital
California
$6.09K
NFSG
1312
Newbridge Financial Services Group
Florida
$5.67K +$2.95K +7 +117%
CTB
1313
Country Trust Bank
Illinois
$5.65K
ECM
1314
Estabrook Capital Management
New York
$5.65K
HWM
1315
HighMark Wealth Management
Minnesota
$5.65K +$5.48K +13 New
CMP
1316
Coston McIsaac & Partners
Maine
$5K
TSWM
1317
Tyler-Stone Wealth Management
Ohio
$5K
ANBT
1318
American National Bank & Trust
Texas
$4.78K
WWP
1319
WR Wealth Planners
Missouri
$4.78K
DJSG
1320
D.J. St. Germain
Massachusetts
$4.35K
PSB
1321
Piscataqua Savings Bank
New Hampshire
$4.35K
BAM
1322
Byrne Asset Management
New Jersey
$4K
CCM
1323
Copeland Capital Management
Pennsylvania
$3.91K
AWA
1324
Authentikos Wealth Advisory
California
$3.91K +$3.79K +9 New
ECM
1325
Everence Capital Management
Indiana
$3.9K

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.