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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
VFA
901
Voya Financial Advisors
Connecticut
$426K +$1.92K +5 +0.5%
SIA
902
Schear Investment Advisers
Ohio
$425K +$8.07K +21 +2%
GWWM
903
Great Waters Wealth Management
Minnesota
$425K
PFGIA
904
Patriot Financial Group Insurance Agency
Massachusetts
$424K +$70.7K +184 +23%
EH
905
Equitable Holdings
New York
$424K +$57.7K +150 +18%
DMBA
906
Deseret Mutual Benefit Administrators
Utah
$423K -$15.8K -41 -4%
AI
907
AdvisorShares Investments
Maryland
$423K +$380K +989 New
CA
908
Clearstead Advisors
Ohio
$421K +$76.1K +198 +25%
SWM
909
Sendero Wealth Management
Texas
$420K +$378K +984 New
WAP
910
Wealthcare Advisory Partners
Pennsylvania
$419K -$16.9K -44 -4%
AP
911
Adero Partners
California
$417K -$2.31K -6 -0.6%
AP
912
Arlington Partners
Alabama
$416K
AIM
913
Aspen Investment Management
Michigan
$414K +$373K +970 New
AA
914
AlphaCentric Advisors
Puerto Rico
$412K +$89.9K +234 +32%
BOM
915
Bank of Marin
California
$410K -$38.4K -100 -9%
SIM
916
Sentry Investment Management
Wisconsin
$405K
IAA
917
Independent Advisor Alliance
North Carolina
$404K +$6.92K +18 +2%
CFG
918
Citizens Financial Group
Rhode Island
$403K -$118K -306 -25%
QPBE
919
Quintet Private Bank (Europe)
Luxembourg
$400K -$362K -942 -50%
GLLW
920
Graves Light Lenhart Wealth
Virginia
$397K
MC
921
Maverick Capital
Texas
$397K +$357K +929 New
BW
922
Basepoint Wealth
Iowa
$397K +$384 +1 +0.1%
PFA
923
Pure Financial Advisors
California
$392K
LWM
924
Lodestone Wealth Management
Washington
$388K -$10.4K -27 -3%
HIM
925
Hanlon Investment Management
New Jersey
$388K +$13.8K +36 +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.