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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
MM
826
MQS Management
New York
$561K -$131K -341 -21%
JSC
827
Jackson Square Capital
California
$557K +$62.6K +163 +14%
CBT
828
Central Bank & Trust
Kentucky
$554K +$10.8K +28 +2%
CIP
829
Convergence Investment Partners
Florida
$551K -$29.6K -77 -6%
FCBT
830
First Citizens Bank & Trust
North Carolina
$550K +$8.84K +23 +2%
CL
831
Choreo LLC
Illinois
$547K -$26.1K -68 -5%
AIA
832
Angeles Investment Advisors
California
$543K +$91.1K +237 +23%
OAM
833
Oppenheimer Asset Management
New York
$540K +$84.9K +221 +21%
SCA
834
Snowden Capital Advisors
New York
$538K -$5K -13 -1%
LAI
835
Legal Advantage Investments
California
$537K -$9.61K -25 -2%
PWM
836
Perigon Wealth Management
California
$536K -$26.5K -69 -5%
FCP
837
Fidelis Capital Partners
Florida
$536K +$21.5K +56 +5%
JWCA
838
J.W. Cole Advisors
Florida
$535K -$1.92K -5 -0.4%
FHA
839
Flagship Harbor Advisors
Massachusetts
$534K -$115K -300 -19%
HSA
840
HBK Sorce Advisory
Pennsylvania
$531K -$20.4K -53 -4%
WPC
841
Wedmont Private Capital
Pennsylvania
$530K +$103K +267 +26%
KA
842
Keene & Associates
Texas
$529K
BIA
843
Benchmark Investment Advisors
Illinois
$529K -$338K -880 -42%
CRWM
844
Castle Rock Wealth Management
California
$528K
WS
845
Wedbush Securities
California
$528K -$15.4K -40 -3%
IWM
846
IHT Wealth Management
Illinois
$524K +$21.5K +56 +5%
GGS
847
Galvin Gaustad & Stein
Arizona
$522K
PI
848
PFS Investments
Georgia
$521K +$158K +411 +51%
CDH
849
Charles D. Hyman
$519K
WA
850
Wealth Alliance
New York
$517K -$95.7K -249 -17%

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.