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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
TFM
1376
TFC Financial Management
Massachusetts
$38.4K
CWC
1377
Carolinas Wealth Consulting
North Carolina
$37.2K +$10.9K +24 +43%
LOIP
1378
Live Oak Investment Partners
Texas
$37K
AA
1379
AlphaMark Advisors
Kentucky
$37K
DCM
1380
Disciplina Capital Management
Tennessee
$35.7K
GI
1381
Gradient Investments
Minnesota
$34.3K -$64.6K -142 -66%
PFA
1382
Pathway Financial Advisers
Indiana
$33.7K
M
1383
MOTCO
Texas
$33.3K
FFA
1384
Fairfield Financial Advisors
Massachusetts
$32.7K +$8.19K +18 +34%
LA
1385
LM Advisors
California
$32.4K +$31.8K +70 New
LI
1386
Louisbourg Investments
New Brunswick, Canada
$31.5K +$30.9K +68 New
BWM
1387
BKM Wealth Management
Wisconsin
$31.5K +$30.9K +68 New
WTA
1388
Washington Trust Advisors
Massachusetts
$31K
RFS
1389
Richardson Financial Services
Massachusetts
$31K +$30.5K +67 New
OLVIG
1390
Oliver Lagore Vanvalin Investment Group
Michigan
$29.6K +$5.91K +13 +25%
SIC
1391
SJS Investment Consulting
Ohio
$28.7K +$455 +1 +2%
AP
1392
Arlington Partners
Alabama
$28.2K -$1.36K -3 -5%
LWANC
1393
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.3K
S
1394
Sachetta
Massachusetts
$26.9K +$26.4K +58 New
OIAM
1395
OFI Invest Asset Management
France
$25.1K -$1.82K -4 -6%
JFA
1396
JNBA Financial Advisors
Minnesota
$25K -$5K -11 -17%
BWM
1397
Baystate Wealth Management
Massachusetts
$24.8K +$2.73K +6 +13%
GAMC
1398
Garner Asset Management Corp
Texas
$24.6K +$22.7K +50 New
CT
1399
Clearstead Trust
Maine
$24.1K
MAM
1400
Marquette Asset Management
Minnesota
$24.1K

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.