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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
GT
526
Greenleaf Trust
Michigan
$2.05M -$16.1K -42 -0.9%
CWP
527
Cyndeo Wealth Partners
Florida
$2.02M -$198K -515 -10%
MGP
528
Metis Global Partners
California
$2.02M -$119K -310 -6%
SOAMC
529
Spirit of America Management Corp
New York
$2.01M
AWC
530
Abundance Wealth Counselors
Pennsylvania
$2M -$38.1K -99 -2%
CWM
531
Calamos Wealth Management
Illinois
$1.98M +$4.61K +12 +0.3%
EF
532
Empirical Finance
Pennsylvania
$1.98M +$160K +416 +10%
SCM
533
Silvant Capital Management
Georgia
$1.97M +$457K +1,189 +35%
OTPPB
534
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.95M +$431K +1,122 +33%
FIA
535
Foundations Investment Advisors
Arizona
$1.93M +$622K +1,617 +56%
CCIA
536
Campbell & Co Investment Adviser
Maryland
$1.92M +$481K +1,251 +38%
PK
537
Pflug Koory
Nebraska
$1.92M -$1.51M -3,938 -47%
EFM
538
Eley Financial Management
Vermont
$1.91M -$79.2K -206 -4%
SWS
539
SYSTM Wealth Solutions
Illinois
$1.91M +$306K +795 +22%
HCM
540
HMS Capital Management
Tennessee
$1.91M +$59.6K +155 +4%
SIA
541
Schechter Investment Advisors
Michigan
$1.89M +$130K +338 +8%
NSAM
542
North Star Asset Management
Wisconsin
$1.89M -$1.92K -5 -0.1%
SW
543
SVB Wealth
Massachusetts
$1.88M +$3.46K +9 +0.2%
CCG
544
Cypress Capital Group
Florida
$1.86M -$46.5K -121 -3%
BPA
545
Beacon Pointe Advisors
California
$1.86M +$634K +1,649 +61%
WSCM
546
Wellington Shields Capital Management
New York
$1.85M
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$1.84M +$91.9K +239 +6%
MCM
548
MAI Capital Management
Ohio
$1.84M +$241K +626 +17%
SC
549
Scotia Capital
Ontario, Canada
$1.83M +$203K +529 +14%
ATC
550
Argent Trust Co
Tennessee
$1.83M -$8.46K -22 -0.5%

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.