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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
SC
876
SRB Corp
Massachusetts
$473K +$43.8K +114 +11%
PAM
877
Paradigm Asset Management
New York
$470K -$615K -1,600 -59%
DTC
878
Davidson Trust Company
Washington
$470K
IFWM
879
Institute for Wealth Management
Colorado
$464K -$6.53K -17 -2%
SIM
880
Stratos Investment Management
Ohio
$461K +$415K +1,080 New
CA
881
CoreCap Advisors
Michigan
$459K +$413K +1,075 New
EWA
882
Etesian Wealth Advisors
Oregon
$459K -$95.3K -248 -19%
MA
883
McBroom & Associates
Nevada
$456K +$46.5K +121 +13%
EFG
884
Everhart Financial Group
Ohio
$450K +$32.7K +85 +9%
KWM
885
Kingsview Wealth Management
Oregon
$446K +$13.8K +36 +4%
CW
886
CreativeOne Wealth
Kansas
$446K +$54.6K +142 +16%
Luther King Capital Management (LKCM)
887
Luther King Capital Management (LKCM)
Texas
$445K -$384 -1 -0.1%
DWM
888
Dakota Wealth Management
Florida
$444K +$16.1K +42 +4%
FFA
889
First Foundation Advisors
California
$442K +$10.4K +27 +3%
CCFM
890
Clear Creek Financial Management
Washington
$440K -$769 -2 -0.2%
SM
891
Sweeney & Michel
California
$437K -$22.7K -59 -5%
FPAS
892
Focus Partners Advisor Solutions
Missouri
$436K +$46.1K +120 +13%
CG
893
Caprock Group
Idaho
$435K +$48.8K +127 +14%
FCMC
894
Founders Capital Management (Connecticut)
Connecticut
$435K
SCM
895
Stevens Capital Management
Pennsylvania
$432K -$387K -1,007 -50%
RWPA
896
Richard W. Paul & Associates
Michigan
$430K
CSS
897
Cubist Systematic Strategies
Connecticut
$427K -$12.1M -31,494 -97%
FCCM
898
First City Capital Management
Georgia
$427K -$9.61K -25 -2%
EF
899
Empowered Funds
Pennsylvania
$426K -$2.76M -7,188 -88%
EST
900
EA Series Trust
Pennsylvania
$426K +$383K +997 New

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.