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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
CWP
1351
Concord Wealth Partners
Virginia
$67.6K -$20K -44 -23%
OCM
1352
Orion Capital Management
California
$66.7K
RFG
1353
RFP Financial Group
Georgia
$64.8K -$20.5K -45 -24%
ZB
1354
Zions Bancorporation
Utah
$63.4K
PWMG
1355
Private Wealth Management Group
New Jersey
$60.2K +$59.1K +130 New
APW
1356
Acima Private Wealth
Virginia
$60.2K
SOW
1357
State of Wyoming
Wyoming
$58.8K +$57.8K +127 New
BONH
1358
Bank of New Hampshire
New Hampshire
$57.4K
FP
1359
Financial Perspectives
Minnesota
$56.5K
TC
1360
Truvestments Capital
Florida
$56K
CBT
1361
CoreFirst Bank & Trust
Kansas
$54.2K
WT
1362
Washington Trust
Rhode Island
$52.8K +$15.5K +34 +43%
TFIPS
1363
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.6K +$47.7K +105 New
AWM
1364
Avior Wealth Management
Nebraska
$48.1K +$9.1K +20 +24%
MMG
1365
Monetary Management Group
Missouri
$46.3K
B
1366
Birchbrook
Maine
$46.3K +$45.5K +100 New
PFSC
1367
Peoples Financial Services Corp
Pennsylvania
$46.3K
CAL
1368
Capital Advisors Ltd
Ohio
$44K +$1.36K +3 +3%
JWM
1369
Janiczek Wealth Management
Colorado
$44K -$4.09K -9 -9%
CAC
1370
Core Alternative Capital
Georgia
$40.3K -$42.3K -93 -52%
IGWM
1371
ICA Group Wealth Management
Colorado
$40.1K +$39.6K +87 New
CG
1372
Cutler Group
California
$40K -$50K -110 -56%
BG
1373
Bollard Group
Massachusetts
$40K
PB
1374
Pinnacle Bancorp
Nebraska
$39.4K -$1.36K -3 -3%
EA
1375
Evolution Advisers
Virginia
$39K

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.