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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
Impax Asset Management Group
501
Impax Asset Management Group
United Kingdom
$2.26M -$4.61K -12 -0.2%
EWM
502
Empirical Wealth Management
Washington
$2.25M -$33.8K -88 -2%
CW
503
Connectus Wealth
Ohio
$2.25M -$17.2M -44,634 -89%
HC
504
Hourglass Capital
Texas
$2.24M
BTI
505
Blue Trust Inc
Georgia
$2.24M -$104K -270 -4%
SIA
506
Soltis Investment Advisors
Utah
$2.21M -$228K -592 -10%
TCM
507
Twin Capital Management
Pennsylvania
$2.21M -$31.9K -83 -2%
LFAS
508
Level Four Advisory Services
Texas
$2.2M -$219K -571 -10%
DT
509
Diversified Trust
Tennessee
$2.2M +$40.4K +105 +2%
CAM
510
Claret Asset Management
Quebec, Canada
$2.19M -$33.8K -88 -2%
MYLI
511
Meiji Yasuda Life Insurance
Japan
$2.19M -$83.4K -217 -4%
PL
512
Perpetual Ltd
Australia
$2.19M +$1.63M +4,244 +487%
EFI
513
EHP Funds Inc
Canada
$2.18M -$1.23M -3,200 -39%
CWG
514
C WorldWide Group
Denmark
$2.15M +$1.93M +5,034 New
CC
515
Centiva Capital
New York
$2.14M -$4.26M -11,080 -69%
ZF
516
Zhang Financial
Michigan
$2.14M -$384 -1 -0%
NSEDCP
517
NJ State Employees Deferred Compensation Plan
New Jersey
$2.14M
SC
518
Settian Capital
New York
$2.14M
S
519
SimplyRich
California
$2.13M +$384 +1 +0%
HDIM
520
Hanson & Doremus Investment Management
Vermont
$2.13M -$40K -104 -2%
LA
521
LBP AM
France
$2.11M -$2.33M -6,074 -55%
KWA
522
KCS Wealth Advisory
California
$2.1M +$9.22K +24 +0.5%
WI
523
WBI Investments
New Jersey
$2.08M +$298K +775 +19%
KRSITF
524
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.08M -$1.92K -5 -0.1%
MYAM
525
Meiji Yasuda Asset Management
Japan
$2.05M +$229K +595 +14%

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.