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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
CIC
751
Carnegie Investment Counsel
Ohio
$734K -$384 -1 -0.1%
USCWA
752
U.S. Capital Wealth Advisors
Texas
$732K +$659K +1,714 New
WA
753
WESPAC Advisors
California
$731K
EWA
754
EverSource Wealth Advisors
Alabama
$727K +$25.8K +67 +4%
KPWS
755
Kestra Private Wealth Services
Texas
$724K -$15.4K -40 -2%
WFI
756
West Family Investments
California
$722K +$388K +1,010 +149%
CI
757
Cigna Investments
Connecticut
$722K -$5.76K -15 -0.9%
KCM
758
Kendall Capital Management
Maryland
$721K +$276K +717 +74%
LCM
759
Leisure Capital Management
California
$719K
FFM
760
Forum Financial Management
Illinois
$717K -$102K -266 -14%
MCM
761
Monument Capital Management
Virginia
$714K +$146K +381 +30%
DC
762
Davenport & Co
Virginia
$712K +$217K +564 +51%
GWANC
763
Guardian Wealth Advisors (North Carolina)
North Carolina
$710K +$6.53K +17 +1%
MSFS
764
Main Street Financial Solutions
Pennsylvania
$708K -$76.9K -200 -11%
BTW
765
Boston Trust Walden
Massachusetts
$705K -$7.69K -20 -1%
KFSC
766
Keystone Financial Services (Colorado)
Colorado
$700K -$14.6K -38 -2%
OWA
767
One Wealth Advisors
California
$698K -$96.5K -251 -13%
CRIG
768
Charter Research & Investment Group
Connecticut
$698K
FMTC
769
Farmers & Merchants Trust Company
California
$692K
BJL
770
Brighton Jones LLC
Washington
$691K +$31.9K +83 +5%
CFG
771
Cooper Financial Group
California
$690K +$105K +274 +20%
AIP
772
Ameritas Investment Partners
Nebraska
$687K -$22.7K -59 -4%
AWA
773
Arete Wealth Advisors
Illinois
$685K +$617K +1,604 New
TAM
774
Trust Asset Management
Texas
$679K
LAM
775
Lingohr Asset Management
Germany
$678K

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.