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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
IAMOG
651
Investors Asset Management of Georgia
Georgia
$1.12M
HT
652
Heritage Trust
Oklahoma
$1.12M +$109K +283 +12%
RWA
653
Redhawk Wealth Advisors
Minnesota
$1.12M +$3.84K +10 +0.4%
HFS
654
Hantz Financial Services
Michigan
$1.1M -$384 -1 -0%
IAN
655
Integrated Advisors Network
Texas
$1.1M +$53K +138 +6%
FLPIM
656
F.L. Putnam Investment Management
Massachusetts
$1.09M +$163K +423 +20%
FGA
657
Fortis Group Advisors
New Jersey
$1.09M -$11.9K -31 -1%
CIA
658
Capital Investment Advisors
Georgia
$1.09M -$34.6K -90 -3%
ETC
659
Exchange Traded Concepts
Oklahoma
$1.07M +$223K +579 +30%
SPC
660
Sigma Planning Corp
Michigan
$1.07M +$4.61K +12 +0.5%
SAM
661
Strategy Asset Managers
California
$1.07M +$3.84K +10 +0.4%
KCM
662
Kornitzer Capital Management
Kansas
$1.07M
LWA
663
Lineweaver Wealth Advisors
Ohio
$1.06M +$2.31K +6 +0.2%
SIA
664
Strategic Investment Advisors
Michigan
$1.06M +$9.22K +24 +1%
RCAG
665
Rehmann Capital Advisory Group
Michigan
$1.05M
DADC
666
D.A. Davidson & Co
Montana
$1.04M +$150K +391 +19%
AT
667
American Trust
Kentucky
$1.04M -$43.8K -114 -4%
SWM
668
SeaCrest Wealth Management
New York
$1.03M +$120K +311 +15%
CMANY
669
Capital Management Associates (New York)
New York
$1.03M
CCM
670
Carlson Capital Management
Minnesota
$1.02M
GRP
671
Global Retirement Partners
California
$1.02M -$302K -786 -25%
CWM
672
Congress Wealth Management
Massachusetts
$1.01M +$15K +39 +2%
IP
673
Intellectus Partners
California
$1M
JIC
674
Johnson Investment Counsel
Ohio
$1,000K -$138K -360 -13%
BFEC
675
Benjamin F. Edwards & Company
Missouri
$998K -$1.15K -3 -0.1%

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.