We are live on ! Find out more
MCK icon

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
MCM
1326
MV Capital Management
Maryland
$109K -$2.73K -6 -2%
CFO
1327
CVA Family Office
Colorado
$108K +$106K +234 New
AA
1328
AlphaCentric Advisors
Puerto Rico
$108K -$309K -680 -74%
TCA
1329
Trifecta Capital Advisors
Illinois
$105K
BHWM
1330
Bay Harbor Wealth Management
Maryland
$104K +$2.73K +6 +3%
GWS
1331
Glassman Wealth Services
Virginia
$104K -$6.82K -15 -6%
FUBT
1332
First United Bank & Trust
Maryland
$104K +$102K +225 New
VNA
1333
Valley National Advisers
Pennsylvania
$102K +$20.5K +45 +25%
HFM
1334
Harvest Fund Management
China
$101K -$535K -1,176 -84%
TC
1335
Tacita Capital
Ontario, Canada
$93.1K -$24.6K -54 -21%
KFI
1336
Key Financial Inc
Pennsylvania
$93.1K -$7.73K -17 -8%
WIM
1337
Westside Investment Management
California
$92.6K
CHC
1338
City Holding Co
West Virginia
$92.6K
C
1339
Covestor
United Kingdom
$91K -$13.2K -29 -13%
CA
1340
Centerpoint Advisors
Massachusetts
$90K -$909 -2 -1%
GEA
1341
Glen Eagle Advisors
New Jersey
$89.4K -$21.8K -48 -20%
FWM
1342
FSA Wealth Management
Massachusetts
$81K +$79.1K +174 New
NSIM
1343
North Star Investment Management
Illinois
$79.6K
SAM
1344
Smartleaf Asset Management
Massachusetts
$77.3K +$76.8K +169 New
AIC
1345
Archer Investment Corporation
Indiana
$76.4K
PP
1346
Pacifica Partners
Canada
$75.6K +$61.8K +136 +486%
CP
1347
Castleview Partners
Texas
$74.5K +$23.6K +52 +48%
DAM
1348
Delta Asset Management
Tennessee
$74.3K +$909 +2 +1%
RDFA
1349
Ritter Daniher Financial Advisory
Ohio
$73.6K -$6.82K -15 -9%
FBC
1350
Fairfield, Bush & Co
Connecticut
$69.9K +$68.7K +151 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.