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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
HI
1426
Hoey Investments
Pennsylvania
$13.9K
FFO
1427
Fortitude Family Office
Arizona
$13.4K +$13.2K +29 New
HWA
1428
HHM Wealth Advisors
Tennessee
$13K
DCP
1429
Distillate Capital Partners
Illinois
$13K
CTWM
1430
Cherry Tree Wealth Management
Minnesota
$10.6K
CQS
1431
Credential Qtrade Securities
$10.6K +$10.5K +23 New
CT
1432
Cambridge Trust
Massachusetts
$10.2K -$137K -301 -93%
SIS
1433
Sound Income Strategies
Florida
$9.26K
MFT
1434
Moisand Fitzgerald Tamayo
Florida
$8.8K
RWML
1435
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$8.8K
CTB
1436
Country Trust Bank
Illinois
$8.8K +$2.73K +6 +46%
SWM
1437
Sugarloaf Wealth Management
Georgia
$8.33K
CAS
1438
Coppell Advisory Solutions
Texas
$7.41K +$5K +11 +220%
DPW
1439
DiNuzzo Private Wealth
Pennsylvania
$7.41K +$7.28K +16 New
NFSG
1440
Newbridge Financial Services Group
Florida
$6.96K +$909 +2 +15%
CSC
1441
Caldwell Sutter Capital
California
$6.95K
LTI
1442
Laffer Tengler Investments
Tennessee
$6.95K +$6.82K +15 New
TVAMP
1443
Tennessee Valley Asset Management Partners
Tennessee
$6.95K +$6.82K +15 New
SC
1444
Solstein Capital
California
$6.48K
ECM
1445
Estabrook Capital Management
New York
$6.02K
HWM
1446
HighMark Wealth Management
Minnesota
$6.02K
AFWM
1447
Abich Financial Wealth Management
Virginia
$6.02K +$5.91K +13 New
CMP
1448
Coston McIsaac & Partners
Maine
$6K
TSWM
1449
Tyler-Stone Wealth Management
Ohio
$5.56K
MHR
1450
Matthew Hamilton Rosenberg
$5.09K +$5K +11 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.