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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
PCS
576
Personal CFO Solutions
New Jersey
$1.63M +$13.8K +36 +1%
WR
577
WD Rutherford
Oregon
$1.63M -$28.8K -75 -2%
NL
578
Navalign LLC
California
$1.63M -$25.4K -66 -2%
S
579
SignatureFD
Georgia
$1.62M +$81.9K +213 +6%
CFB
580
Cullen/Frost Bankers
Texas
$1.61M +$769 +2 +0.1%
WWM
581
WT Wealth Management
Arizona
$1.61M -$80.3K -209 -5%
VIM
582
Vinva Investment Management
Australia
$1.6M -$241K -626 -14%
IA
583
IAM Advisory
Pennsylvania
$1.59M +$72.3K +188 +5%
GLR
584
Great Lakes Retirement
Ohio
$1.58M +$46.5K +121 +3%
YIA
585
YHB Investment Advisors
Connecticut
$1.57M -$14.6K -38 -1%
TAM
586
Titleist Asset Management
Texas
$1.56M -$110K -286 -7%
B
587
Bridgeworth
Alabama
$1.55M +$1.54K +4 +0.1%
TAM
588
Tocqueville Asset Management
New York
$1.54M -$46.5K -121 -3%
FT
589
Fiduciary Trust
Massachusetts
$1.54M +$38.4K +100 +3%
WWM
590
Western Wealth Management
Colorado
$1.53M -$6.15K -16 -0.4%
GIA
591
Gateway Investment Advisers
Ohio
$1.53M -$58.8K -153 -4%
AI
592
AXS Investments
New York
$1.52M +$123K +320 +10%
ZIMP
593
Zimmermann Investment Management & Planning
Pennsylvania
$1.51M +$65.7K +171 +5%
MFAM
594
Motley Fool Asset Management
Virginia
$1.51M +$1.36M +3,527 New
VWM
595
Venturi Wealth Management
Texas
$1.5M -$162K -422 -11%
AFA
596
Abacus FCF Advisors
Florida
$1.48M -$8.46K -22 -0.6%
ANTB
597
AMG National Trust Bank
Colorado
$1.48M
RFC
598
Regions Financial Corp
Alabama
$1.47M +$73.8K +192 +6%
ACM
599
Advisors Capital Management
New Jersey
$1.47M +$8.07K +21 +0.6%
EC
600
Estate Counselors
Wisconsin
$1.46M

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.