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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
Osaic Holdings
201
Osaic Holdings
Arizona
$24.6M -$10.6M -23,233 -30%
PWP
202
Private Wealth Partners
California
$24.1M -$64.1K -141 -0.3%
CM
203
Cercano Management
Washington
$23.9M
PI
204
PGGM Investments
Netherlands
$23.4M -$362K -796 -2%
IMA
205
Investment Management Associates
Colorado
$23.2M -$18.6K -41 -0.1%
Handelsbanken Fonder
206
Handelsbanken Fonder
Sweden
$23.1M -$510K -1,121 -2%
Bank of Nova Scotia
207
Bank of Nova Scotia
Ontario, Canada
$23M -$21M -46,147 -48%
Connor, Clark & Lunn Investment Management (CC&L)
208
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$22.9M -$5.93M -13,036 -21%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$22.4M +$5.42M +11,923 +33%
CS
210
Candriam SCA
Luxembourg
$22.3M +$5.04M +11,081 +30%
IMPI
211
Ilmarinen Mutual Pension Insurance
Finland
$22.2M
TAM
212
Todd Asset Management
Kentucky
$21.9M -$1.6M -3,511 -7%
RPAM
213
Rhenman & Partners Asset Management
Sweden
$21.3M -$11.4M -25,000 -35%
CSIC
214
Clifford Swan Investment Counsel
California
$20.9M -$252K -555 -1%
Focus Partners Wealth
215
Focus Partners Wealth
Massachusetts
$20.6M +$20.2M +44,511 New
First Trust Advisors
216
First Trust Advisors
Illinois
$20.4M -$4.37M -9,613 -18%
GT
217
Glenmede Trust
Pennsylvania
$20.4M -$1.19M -2,612 -6%
Lido Advisors
218
Lido Advisors
California
$20.1M +$2.13M +4,676 +12%
SLAM
219
Swiss Life Asset Management
$20M -$974K -2,141 -5%
SCM
220
Stanley Capital Management
Texas
$19.1M
Stifel Financial
221
Stifel Financial
Missouri
$19M -$188K -414 -1%
AFCM
222
Applied Finance Capital Management
Puerto Rico
$18.6M +$1.67M +3,679 +10%
Baird Financial Group
223
Baird Financial Group
Wisconsin
$18.4M -$1.07M -2,354 -6%
Comerica Bank
224
Comerica Bank
Texas
$18.2M -$423K -931 -2%
TSW
225
Thompson Siegel & Walmsley
Virginia
$18.1M -$205K -451 -1%

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.