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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
Aviva
126
Aviva
United Kingdom
$50.2M +$9.5M +20,900 +24%
Prudential Financial
127
Prudential Financial
New Jersey
$49.7M -$17.8M -39,040 -27%
MIS
128
Morningstar Investment Services
Illinois
$48.7M +$23.9M +52,488 +97%
Schroder Investment Management Group
129
Schroder Investment Management Group
United Kingdom
$48.1M -$5.03M -11,067 -10%
BCM
130
Becker Capital Management
Oregon
$47.3M -$730K -1,605 -2%
SEIA
131
Signature Estate & Investment Advisors
California
$47.3M -$4.66M -10,245 -9%
LPL Financial
132
LPL Financial
California
$47.3M +$7.26M +15,956 +19%
BGIM
133
Brandywine Global Investment Management
Pennsylvania
$47.1M -$1.97M -4,325 -4%
Truist Financial
134
Truist Financial
North Carolina
$47M -$5.83M -12,811 -11%
MSR
135
Main Street Research
Connecticut
$46.6M -$491K -1,079 -1%
Federated Hermes
136
Federated Hermes
Pennsylvania
$45.9M -$8.25M -18,142 -15%
Pzena Investment Management
137
Pzena Investment Management
New York
$45.4M -$344K -756 -0.8%
PHS
138
PFM Health Sciences
California
$45.1M
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$44.7M +$18.9M +41,453 +75%
Macquarie Group
140
Macquarie Group
Australia
$43.7M +$1.2M +2,649 +3%
US Bancorp
141
US Bancorp
Minnesota
$43M -$487K -1,070 -1%
Axa
142
Axa
France
$42M -$11.4M -25,090 -22%
American Century Companies
143
American Century Companies
Missouri
$41.5M -$3.04M -6,693 -7%
CCMG
144
Clark Capital Management Group
Pennsylvania
$41.2M -$13.5M -29,593 -25%
TAF
145
Tredje AP-fonden
Sweden
$40.6M +$355K +780 +0.9%
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$40M -$6.98M -15,357 -15%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$39.9M +$222K +488 +0.6%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$39.8M -$7.22M -15,871 -16%
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$39.7M +$2.47M +5,425 +7%
APM
150
Avidity Partners Management
Texas
$39.6M -$36.7M -80,800 -49%

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.