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McKesson

1,347 hedge funds and large institutions have $49.7B invested in McKesson in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 449 increasing their positions, 525 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 78

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2% more funds holding

Funds holding: 1,3201,347 (+27)

1% more capital invested

Capital invested by funds: $49.2B → $49.7B (+$461M)

0% more call options, than puts

Call options by funds: $469M | Put options by funds: $468M

0.75% less ownership

Funds ownership: 85.16%84.42% (-0.75%)

14% less repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 525

Holders
1,347
Holders Change
+27
Holders Change %
+2.05%
% of All Funds
21.38%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
122
Increased
449
Reduced
525
Closed
78
Calls
$469M
Puts
$468M
Net Calls
+$1.22M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.32B -$43.7M -103,653 -0.8%
BlackRock
2
BlackRock
New York
$4.96B -$41.3M -98,019 -0.9%
State Street
3
State Street
Massachusetts
$2.74B -$89.7M -212,760 -3%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.24B +$299M +708,438 +16%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.96B +$335M +793,816 +21%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.16B -$200M -475,642 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.09B +$12.4M +29,343 +1%
Morgan Stanley
8
Morgan Stanley
New York
$1.04B +$124M +294,832 +14%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.01B -$96.7M -229,458 -9%
Norges Bank
10
Norges Bank
Norway
$910M +$10.6M +25,217 +1%
PI
11
Putnam Investments
Massachusetts
$842M -$5.58M -13,239 -0.7%
Northern Trust
12
Northern Trust
Illinois
$694M +$21.2M +50,265 +3%
Bank of America
13
Bank of America
North Carolina
$684M +$1.3M +3,093 +0.2%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$675M -$157M -371,382 -19%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$646M -$5.8M -13,759 -0.9%
Viking Global Investors
16
Viking Global Investors
Connecticut
$634M +$393M +933,582 +178%
Invesco
17
Invesco
Georgia
$631M -$139M -328,678 -18%
Swedbank
18
Swedbank
Sweden
$573M -$80.9M -191,920 -13%
Boston Partners
19
Boston Partners
Massachusetts
$522M +$56.2M +133,351 +13%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$516M -$11.7M -27,778 -2%
WCM Investment Management
21
WCM Investment Management
California
$473M +$5.94M +14,085 +1%
Legal & General Group
22
Legal & General Group
United Kingdom
$451M -$26M -61,730 -6%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$448M +$1.15M +2,732 +0.3%
Goldman Sachs
24
Goldman Sachs
New York
$418M +$20M +47,517 +5%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$397M -$2.86M -6,788 -0.7%

MCK Hedge Fund Activity: Q3 2023 in Review

1,347 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2023, worth a combined $49.7B — up 0.94% from $49.2B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MCK positions and 78 closed out — a net gain of 44 holders — while 449 added to existing stakes and 525 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $393M. The largest seller was DZ Bank, cutting an estimated $379M.

  • 1,347 institutional investors held McKesson (MCK) as of Q3 2023, up from 1,320 in Q2 2023.
  • Funds reported $49.7B of McKesson stock for Q3 2023, up 0.94% quarter-over-quarter.
  • 122 funds opened new McKesson positions in Q3 2023 and 78 closed out, a net change of +44 holders.
  • The largest McKesson buyer in Q3 2023 was Viking Global Investors, an estimated $393M added.
  • The largest McKesson seller in Q3 2023 was DZ Bank, an estimated $379M sold.

Based on aggregated 13F filings for Q3 2023.