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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
DJSG
1451
D.J. St. Germain
Massachusetts
$4.63K
CCM
1452
Chilton Capital Management
Texas
$4.63K +$4.55K +10 New
GG
1453
Greenwood Gearhart
Arkansas
$4.63K +$4.55K +10 New
PSB
1454
Piscataqua Savings Bank
New Hampshire
$4.63K
FFC
1455
First Financial Corp
Indiana
$4.63K +$4.55K +10 New
BAM
1456
Byrne Asset Management
New Jersey
$4.58K
PA
1457
Pineridge Advisors
Missouri
$4.17K +$4.09K +9 New
CCM
1458
Copeland Capital Management
Pennsylvania
$4.17K
DF
1459
Dunhill Financial
United Kingdom
$3.73K +$3.64K +8 New
PPC
1460
Park Place Capital
Alabama
$3.7K -$119K -262 -97%
HCP
1461
Hexagon Capital Partners
Arkansas
$3.7K +$2.73K +6 +300%
HWP
1462
Highline Wealth Partners
California
$3.24K
MSFP
1463
Mark Sheptoff Financial Planning
Connecticut
$3.24K
PA
1464
PSI Advisors
Florida
$3.24K
FFA
1465
Frazier Financial Advisors
Ohio
$3.24K +$3.18K +7 New
CTA
1466
Colonial Trust Advisors
South Carolina
$2.78K
BHWM
1467
Beaird Harris Wealth Management
Texas
$2.78K +$2.73K +6 New
FRA
1468
Frank Rimerman Advisors
California
$2.78K +$2.73K +6 New
DWA
1469
Delos Wealth Advisors
Texas
$1.85K
MTIC
1470
Missouri Trust & Investment Company
Missouri
$1.85K
W
1471
WealthCollab
Washington
$1.85K +$1.82K +4 New
FGAM
1472
Financial Gravity Asset Management
Texas
$1.54K +$455 +1 +100%
GFPC
1473
Global Financial Private Client
Florida
$1.39K
TIM
1474
Tortoise Investment Management
New York
$1.39K
PMFA
1475
Plante Moran Financial Advisors
Michigan
$1.39K +$1.36K +3 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.