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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
UCB
1301
United Community Bank
South Carolina
$144K +$40.9K +90 +41%
MIM
1302
Macroview Investment Management
Maryland
$140K
AA
1303
Addison Advisors
Vermont
$138K +$10K +22 +8%
EBA
1304
Eagle Bay Advisors
New York
$138K -$51.4K -113 -27%
EWM
1305
Evermay Wealth Management
Virginia
$137K +$455 +1 +0.3%
WOC
1306
West Oak Capital
California
$136K +$81.9K +180 +180%
PAG
1307
Paladin Advisory Group
Iowa
$135K -$40.5K -89 -23%
FSWA
1308
Financial Synergies Wealth Advisors
Texas
$135K
WTG
1309
West Tower Group
Virginia
$132K +$130K +286 New
CF
1310
Centaurus Financial
California
$131K
DCM
1311
Davis Capital Management
Florida
$131K +$129K +283 New
CAL
1312
Capital Analysts LLC
Pennsylvania
$130K +$455 +1 +0.4%
NL
1313
NKCFO LLC
Illinois
$127K
JSAM
1314
J. Safra Asset Management
New York
$126K
FCAS
1315
First Command Advisory Services
Texas
$125K
TCWA
1316
Turtle Creek Wealth Advisors
Texas
$124K +$122K +268 New
AW
1317
Avion Wealth
Texas
$123K +$455 +1 +0.4%
RIL
1318
Rothschild Investment LLC
Illinois
$123K +$121K +265 New
WIA
1319
Wetzel Investment Advisors
Indiana
$121K +$119K +262 New
TH
1320
TCTC Holdings
Texas
$120K -$10K -22 -8%
BFPW
1321
BOK Financial Private Wealth
Colorado
$116K
GKIM
1322
GW&K Investment Management
Massachusetts
$114K -$455 -1 -0.4%
ODG
1323
O'Dell Group
Ohio
$114K +$112K +246 New
HGERS
1324
Householder Group Estate & Retirement Specialist
Arizona
$113K
PWM
1325
Partnership Wealth Management
Maryland
$111K +$101K +223 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.