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McKesson

1,320 hedge funds and large institutions have $49.2B invested in McKesson in 2023 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 441 increasing their positions, 496 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 82

48% more funds holding in top 10

Funds holding in top 10: 2740 (+13)

18% more capital invested

Capital invested by funds: $41.7B → $49.2B (+$7.54B)

4% more funds holding

Funds holding: 1,2651,320 (+55)

0.92% less ownership

Funds ownership: 86.08%85.16% (-0.92%)

7% less call options, than puts

Call options by funds: $331M | Put options by funds: $354M

11% less repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 496

Holders
1,320
Holders Change
+55
Holders Change %
+4.35%
% of All Funds
20.73%
Holding in Top 10
40
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+48.15%
% of All Funds
0.63%
New
147
Increased
441
Reduced
496
Closed
82
Calls
$331M
Puts
$354M
Net Calls
-$23.5M
Net Calls Change
-$92.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
326
Freestone Capital Holdings
Washington
$6.77M -$111K -289 -2%
PAMG
327
Patton Albertson Miller Group
Tennessee
$6.73M -$224K -584 -4%
NA
328
NewEdge Advisors
Louisiana
$6.72M +$851K +2,213 +16%
AWM
329
AE Wealth Management
Kansas
$6.68M +$2.79M +7,261 +87%
CIBC World Market
330
CIBC World Market
Ontario, Canada
$6.66M +$130K +338 +2%
AI
331
Atria Investments
North Carolina
$6.62M +$350K +911 +6%
PCIG
332
Partners Capital Investment Group
Massachusetts
$6.6M +$4.61M +12,005 +348%
WMSA
333
Weiss Multi-Strategy Advisers
New York
$6.6M +$5.94M +15,453 New
OAM
334
Ostrum Asset Management
France
$6.56M +$163K +423 +3%
TIM
335
Thompson Investment Management
Wisconsin
$6.56M -$94.9K -247 -2%
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$6.55M -$9.18M -23,881 -61%
WT
337
Whittier Trust
California
$6.44M -$20K -52 -0.3%
PIP
338
Peachtree Investment Partners
Florida
$6.4M +$1.5M +3,909 +35%
PE
339
Point72 Europe
United Kingdom
$6.35M +$5.71M +14,850 New
BEW
340
Burton Enright Welch
California
$6.34M -$4.23K -11 -0.1%
BCWM
341
Bartlett & Co Wealth Management
Ohio
$6.31M +$5.08M +13,215 +863%
BC
342
Bartlett & Co
Ohio
$6.31M +$5.08M +13,215 +863%
Thrivent Financial for Lutherans
343
Thrivent Financial for Lutherans
Minnesota
$6.3M +$1.57M +4,089 +38%
ASN
344
Advisory Services Network
Georgia
$6.24M -$160K -416 -3%
RWM
345
Ritholtz Wealth Management
New York
$6.15M +$848K +2,205 +18%
Kayne Anderson Rudnick Investment Management
346
Kayne Anderson Rudnick Investment Management
California
$6.15M -$78.4K -204 -1%
FMWA
347
Forvis Mazars Wealth Advisors
Missouri
$6.07M +$1.37M +3,553 +33%
TA
348
Tamarack Advisers
California
$5.98M +$4.23M +11,000 +367%
GIBU
349
Gulf International Bank (UK)
United Kingdom
$5.93M -$1.84M -4,794 -26%
FM
350
Freemont Management
Switzerland
$5.9M

MCK Hedge Fund Activity: Q2 2023 in Review

1,320 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q2 2023, worth a combined $49.2B — up 18% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new MCK positions and 82 closed out — a net gain of 65 holders — while 441 added to existing stakes and 496 trimmed.

The largest buyer was DZ Bank, adding an estimated $321M. The largest seller was Viking Global Investors, cutting an estimated $1.03B.

  • 1,320 institutional investors held McKesson (MCK) as of Q2 2023, up from 1,265 in Q1 2023.
  • Funds reported $49.2B of McKesson stock for Q2 2023, up 18% quarter-over-quarter.
  • 147 funds opened new McKesson positions in Q2 2023 and 82 closed out, a net change of +65 holders.
  • The largest McKesson buyer in Q2 2023 was DZ Bank, an estimated $321M added.
  • The largest McKesson seller in Q2 2023 was Viking Global Investors, an estimated $1.03B sold.

Based on aggregated 13F filings for Q2 2023.