We are live on ! Find out more
MCK icon

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
RPC
426
Rossmore Private Capital
Connecticut
$3.59M
N
427
Natixis
France
$3.58M +$1.51M +3,932 +89%
LAM
428
Lakewood Asset Management
Illinois
$3.56M -$17.7K -46 -0.5%
PGFC
429
Peapack-Gladstone Financial Corp
New Jersey
$3.52M +$6.92K +18 +0.2%
Bessemer Group
430
Bessemer Group
New Jersey
$3.52M -$136K -353 -4%
SFS
431
Strategic Financial Services
New York
$3.51M -$36.5K -95 -1%
ECM
432
Everence Capital Management
Indiana
$3.5M
AIM
433
Anchor Investment Management
South Carolina
$3.48M -$96.1K -250 -3%
PCA
434
Peddock Capital Advisors
Massachusetts
$3.47M +$27.3K +71 +0.9%
CT
435
Chicago Trust
Illinois
$3.43M +$88.4K +230 +3%
IGAM
436
iA Global Asset Management
Quebec, Canada
$3.4M +$3.06M +7,953 New
PFO
437
Pathstone Family Office
New Jersey
$3.39M +$235K +612 +8%
ATI
438
Act Two Investors
California
$3.37M +$73K +190 +2%
API
439
Advisor Partners II
California
$3.29M +$302K +786 +11%
BOH
440
Bank of Hawaii
Hawaii
$3.21M -$945K -2,458 -25%
MCM
441
Mork Capital Management
California
$3.2M
AssetMark Inc
442
AssetMark Inc
California
$3.19M -$398K -1,036 -12%
WAM
443
Weatherly Asset Management
California
$3.19M -$22.3K -58 -0.8%
SP
444
Symmetry Partners
Connecticut
$3.19M
AWS
445
Atria Wealth Solutions
New York
$3.11M -$198K -515 -7%
MA
446
Montag & Associates
Georgia
$3.1M +$1.11M +2,887 +66%
IMCOOI
447
Investment Management Corp of Ontario (IMCO)
Canada
$3.08M -$1.57M -4,088 -36%
SAM
448
Shell Asset Management
Netherlands
$3.07M -$32.7K -85 -1%
MCWS
449
McKinley Carter Wealth Services
West Virginia
$3.07M +$2.76M +7,188 New
GW
450
GW & Wade
Massachusetts
$3.03M +$2.25M +5,844 +471%

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.