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
NMIMC
551
Northwestern Mutual Investment Management Company
Wisconsin
$1.83M -$11.5K -30 -0.7%
HTC
552
Haverford Trust Company
Pennsylvania
$1.82M +$130K +337 +9%
VHAM
553
Van Hulzen Asset Management
California
$1.81M +$1.63M +4,243 New
WIS
554
Wright Investors Service
Connecticut
$1.81M -$449K -1,169 -22%
BRWA
555
B. Riley Wealth Advisors
Florida
$1.79M +$1.92K +5 +0.1%
CNBT
556
Canandaigua National Bank & Trust
New York
$1.78M -$27.3K -71 -2%
TNBTD
557
Trustmark National Bank Trust Department
Mississippi
$1.77M +$691K +1,799 +77%
CA
558
Continuum Advisory
Idaho
$1.77M +$871K +2,267 +121%
AWA
559
Aaron Wealth Advisors
Illinois
$1.76M +$37.7K +98 +2%
CT
560
Coastline Trust
Rhode Island
$1.76M
CFGS
561
Concourse Financial Group Securities
Alabama
$1.76M +$667K +1,735 +73%
CFFP
562
Center for Financial Planning
Michigan
$1.74M
SW
563
SteelPeak Wealth
California
$1.73M -$372K -969 -19%
KCG
564
Kinsale Capital Group
Virginia
$1.73M +$533K +1,388 +52%
BL
565
Balentine LLC
Georgia
$1.71M +$103K +268 +7%
PS
566
Pensionfund Sabic
Netherlands
$1.71M
KJHP
567
K.J. Harrison & Partners
Ontario, Canada
$1.7M
HW
568
Hancock Whitney
Mississippi
$1.7M -$176K -459 -10%
FTDI
569
First Trust Direct Indexing
Massachusetts
$1.68M -$185K -481 -11%
RIM
570
Redwood Investment Management
Arizona
$1.68M -$168K -437 -10%
IIM
571
Ironwood Investment Management
Massachusetts
$1.68M -$28.8K -75 -2%
HIC
572
Holderness Investments Company
North Carolina
$1.67M +$384 +1 +0%
AG
573
Algert Global
California
$1.66M +$1.49M +3,884 New
Brown Advisory
574
Brown Advisory
Maryland
$1.64M +$67.3K +175 +5%
WI
575
Wintrust Investments
Illinois
$1.64M +$1.48M +3,839 New

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.