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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
BSW
726
Buckingham Strategic Wealth
Missouri
$801K -$258K -671 -26%
CB
727
Community Bank
New York
$795K -$442K -1,150 -38%
BW
728
BIP Wealth
Georgia
$793K -$2.17M -5,657 -75%
SCM
729
SOL Capital Management
Maryland
$791K -$13.5K -35 -2%
CA
730
Claro Advisors
Massachusetts
$788K -$39.2K -102 -5%
BA
731
Bristlecone Advisors
Washington
$788K -$2.31K -6 -0.3%
BAM
732
Belpointe Asset Management
Nevada
$784K -$2.22M -5,785 -76%
CIA
733
Choate Investment Advisors
Massachusetts
$784K +$78.8K +205 +13%
SCM
734
Suvretta Capital Management
New York
$782K
MYIA
735
Mount Yale Investment Advisors
Colorado
$782K +$60K +156 +9%
O
736
Ossiam
France
$776K -$62.3K -162 -8%
CGL
737
Clarius Group LLC
Washington
$774K +$15.4K +40 +2%
HI
738
Horizon Investments
North Carolina
$773K +$33.4K +87 +5%
MC
739
Moors & Cabot
Massachusetts
$766K +$59.2K +154 +9%
JWCA
740
J.W. Coons Advisors
Ohio
$765K
SA
741
Strategic Advisors
New York
$764K
KLCM
742
KG&L Capital Management
Louisiana
$764K -$134K -349 -16%
ET
743
Equitable Trust
Tennessee
$758K
ACA
744
Aptus Capital Advisors
Alabama
$756K +$3.46K +9 +0.5%
FMAEN1
745
Fund Management at Engine No 1
California
$754K +$40K +104 +6%
VCM
746
Virtue Capital Management
Tennessee
$750K +$87.6K +228 +15%
RZH
747
Relyea Zuckerberg Hanson
Connecticut
$743K -$18.8K -49 -3%
AIA
748
Affinity Investment Advisors
California
$743K -$483K -1,257 -42%
TRCT
749
Tower Research Capital (TRC)
New York
$739K -$1.76M -4,592 -73%
PFPT
750
Pinnacle Financial Partners (Tennessee)
Tennessee
$738K -$2.69K -7 -0.4%

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.