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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
FAM
1326
Flaharty Asset Management
Florida
$3.48K +$3.37K +8 New
HWP
1327
Highline Wealth Partners
California
$3.04K
MSFP
1328
Mark Sheptoff Financial Planning
Connecticut
$3.04K
PA
1329
PSI Advisors
Florida
$3.04K +$2.95K +7 New
TWM
1330
Tradition Wealth Management
Minnesota
$3K +$421 +1 +14%
CTA
1331
Colonial Trust Advisors
South Carolina
$2.61K
PCA
1332
Providence Capital Advisors
North Carolina
$2.17K +$2.11K +5 New
CAS
1333
Coppell Advisory Solutions
Texas
$1.88K -$7.59K -18 -78%
MTIC
1334
Missouri Trust & Investment Company
Missouri
$1.74K -$19K -45 -92%
UFF
1335
USA Financial Formulas
Michigan
$1.74K
DWA
1336
Delos Wealth Advisors
Texas
$1.65K
GFPC
1337
Global Financial Private Client
Florida
$1.31K
TIM
1338
Tortoise Investment Management
New York
$1.3K +$1.26K +3 New
PCTC
1339
Perkins Coie Trust Company
Washington
$1.3K +$1.26K +3 New
CPG
1340
Cornerstone Planning Group
New Jersey
$870 -$2.53K -6 -75%
HCP
1341
Hexagon Capital Partners
Arkansas
$870 -$2.11K -5 -71%
SWA
1342
SOA Wealth Advisors
New York
$870
TWD
1343
True Wealth Design
Ohio
$870
WA
1344
WestEnd Advisors
North Carolina
$870 +$843 +2 New
TWP
1345
TFO Wealth Partners
Ohio
$855
FGAM
1346
Financial Gravity Asset Management
Texas
$783 -$180K -426 -100%
WWM
1347
Wolff Wiese Magana
California
$435
PWMG
1348
Provence Wealth Management Group
California
$435 +$421 +1 New
WorldQuant Millennium Advisors
1349
WorldQuant Millennium Advisors
New York
-$37.4M -87,467 Closed
VRS
1350
Virginia Retirement Systems
Virginia
-$23.8M -55,700 Closed

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.