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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
VF
1401
VitalStone Financial
Texas
$24K
NMG
1402
New Millennium Group
Utah
$23.6K
SN
1403
Sittner & Nelson
Oregon
$23.1K
CCA
1404
Criterion Capital Advisors
Tennessee
$23.1K +$22.7K +50 New
QL
1405
Quarry LP
New York
$22.2K +$2.73K +6 +14%
AF
1406
Advisornet Financial
Minnesota
$22.2K +$4.09K +9 +23%
MSWM
1407
McGlone Suttner Wealth Management
Wisconsin
$22K +$21.8K +48 New
BGAI
1408
Bruce G. Allen Investments
Colorado
$21.8K +$21.4K +47 New
BIA
1409
Bell Investment Advisors
California
$21.3K +$1.82K +4 +10%
HIA
1410
Harbor Investment Advisory
Maryland
$20.8K
CIA
1411
Cape Investment Advisory
Georgia
$20.8K +$1.82K +4 +10%
BWL
1412
Bogart Wealth LLC
Virginia
$20.4K
LF
1413
Lee Financial
Texas
$19K +$2.73K +6 +17%
MWM
1414
Mascoma Wealth Management
New Hampshire
$19K
AP
1415
Aspect Partners
Virginia
$19K +$18.6K +41 New
TLA
1416
Tanglewood Legacy Advisors
Texas
$18.5K
VWA
1417
Valued Wealth Advisors
Utah
$17.9K +$18.6K +41 New
NMM
1418
Naples Money Management
Florida
$17.6K +$17.3K +38 New
AWM
1419
Abound Wealth Management
Tennessee
$15.3K +$455 +1 +3%
FMP
1420
Financial Management Professionals
Texas
$15K +$14.6K +32 +3,200%
VAMG
1421
Voisard Asset Management Group
Michigan
$14.8K +$14.6K +32 New
RS
1422
Rakuten Securities
Japan
$14.8K +$14.6K +32 New
HGA
1423
Hobbs Group Advisors
South Carolina
$14.4K +$14.1K +31 New
SAG
1424
Spotlight Asset Group
Illinois
$14.3K
AWM
1425
Atticus Wealth Management
Florida
$13.9K

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.