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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
RHP
1376
Royal Harbor Partners
Texas
-$883K -2,067 Closed
SAS
1377
Stelac Advisory Services
New York
-$671K -1,571 Closed
HMS
1378
Hanseatic Management Services
New Mexico
-$655K -1,532 Closed
JFG
1379
Jefferies Financial Group
New York
-$641K -1,500 Closed
MM
1380
MQS Management
New York
-$561K -1,313 Closed
CIA
1381
Caerus Investment Advisors
Texas
-$513K -1,200 Closed
RAM
1382
Readystate Asset Management
Illinois
-$513K -1,200 Closed
CSS
1383
Cubist Systematic Strategies
Connecticut
-$421K -1,000 Closed
MC
1384
Maverick Capital
Texas
-$397K -929 Closed
BWM
1385
Buckley Wealth Management
Nevada
-$374K -876 Closed
VWA
1386
V Wealth Advisors
Kansas
-$350K -818 Closed
SC
1387
Shay Capital
New York
-$342K -800 Closed
SM
1388
Sciencast Management
New Jersey
-$317K -760 Closed
CP
1389
Camelot Portfolios
Ohio
-$304K -712 Closed
OQS
1390
Occudo Quantitative Strategies
Florida
-$300K -701 Closed
DWP
1391
Daymark Wealth Partners
Ohio
-$282K -659 Closed
WHG
1392
Westwood Holdings Group
Texas
-$276K -645 Closed
EIP
1393
Epoch Investment Partners
New York
-$249K -583 Closed
Nomura Holdings
1394
Nomura Holdings
Japan
-$236K -552 Closed
CPC
1395
Consolidated Planning Corp
Georgia
-$227K -530 Closed
MGIM
1396
M&G Investment Management
United Kingdom
-$221K -517 Closed
AIS
1397
AM Investment Strategies
Tennessee
-$212K -495 Closed
Capstone Investment Advisors
1398
Capstone Investment Advisors
New York
-$208K -493 Closed
NAS
1399
Nicolet Advisory Services
Wisconsin
-$202K -486 Closed
CBFP
1400
Cedar Brook Financial Partners
Ohio
-$206K -482 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.