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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
CWM
1526
Circle Wealth Management
New Jersey
-$317K -730 Closed
I
1527
InceptionR
California
-$310K -712 Closed
AWM
1528
Accurate Wealth Management
Florida
-$322K -708 Closed
Twin Tree Management
1529
Twin Tree Management
Texas
-$293K -673 Closed
SWM
1530
Silverlake Wealth Management
Vermont
-$266K -612 Closed
WF
1531
Wayfinding Financial
Washington
-$259K -591 Closed
CM
1532
Capula Management
Cayman Islands
-$252K -580 Closed
AC
1533
ASB Consultores
Florida
-$233K -536 Closed
AAS
1534
Annex Advisory Services
Wisconsin
-$228K -524 Closed
IF
1535
Intrua Financial
Texas
-$227K -523 Closed
CA
1536
Cullinan Associates
Kentucky
-$217K -500 Closed
CPRC
1537
Consolidated Portfolio Review Corp
New York
-$210K -483 Closed
MCC
1538
Money Concepts Capital
Florida
-$207K -476 Closed
WMA
1539
Wealth Management Associates
New Jersey
-$207K -476 Closed
VCG
1540
Vantage Consulting Group
Virginia
-$205K -471 Closed
LIA
1541
LBMC Investment Advisors
Tennessee
-$206K -469 Closed
QPBE
1542
Quintet Private Bank (Europe)
Luxembourg
-$181K -417 Closed
HT
1543
Headlands Technologies
Illinois
-$156K -358 Closed
CCP
1544
Carmel Capital Partners
California
-$93.9K -216 Closed
CSPIA
1545
Cary Street Partners Investment Advisory
Virginia
-$86.1K -198 Closed
MIA
1546
Milestone Investment Advisors
Wisconsin
-$60.9K -140 Closed
SCA
1547
Stonebridge Capital Advisors
Minnesota
-$45.7K -105 Closed
IUHSA
1548
Itau Unibanco Holding S.A.
Brazil
-$42.2K -97 Closed
RTC
1549
Riverview Trust Company
Washington
-$39.6K -91 Closed
EARNEST Partners
1550
EARNEST Partners
Georgia
-$32.2K -74 Closed

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.