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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
OA
926
Operose Advisors
Wisconsin
$385K
SAI
927
Systematic Alpha Investments
New Jersey
$385K
AAS
928
Ameritas Advisory Services
Nebraska
$384K -$789K -2,052 -69%
SB
929
Simmons Bank
Arkansas
$383K
DWT
930
Dorsey & Whitney Trust
South Dakota
$382K +$13.1K +34 +4%
LC
931
Lindbrook Capital
California
$382K +$54.6K +142 +19%
DOA
932
D'Orazio & Associates
Virginia
$380K -$153K -398 -31%
ARC
933
Advisor Resource Council
Texas
$379K -$809K -2,106 -70%
CPCM
934
Cardinal Point Capital Management
Ontario, Canada
$376K
BWM
935
Buckley Wealth Management
Nevada
$374K +$337K +876 New
FNT
936
First Nebraska Trust
Nebraska
$374K
IIC
937
Integrated Investment Consultants
Michigan
$373K +$108K +282 +48%
I2I
938
Insight 2811 Inc
Illinois
$373K
TWM
939
Thrive Wealth Management
Pennsylvania
$369K +$332K +863 New
MPM
940
Meritage Portfolio Management
Kansas
$366K
WANY
941
Wealthspire Advisors (New York)
New York
$362K +$326K +848 New
MWM
942
Modera Wealth Management
New Jersey
$362K +$326K +847 New
SCM
943
Shelton Capital Management
Colorado
$360K
DCM
944
Donaldson Capital Management
Indiana
$359K +$323K +840 New
1W
945
1776 Wealth
Georgia
$358K
LFA
946
LGT Financial Advisors
Texas
$357K -$8.46K -22 -3%
PP
947
PDS Planning
Ohio
$357K +$58K +151 +22%
DWM
948
Drive Wealth Management
Utah
$357K +$22.7K +59 +8%
RMDI
949
R.M. Davis Inc
Maine
$357K +$1.54K +4 +0.5%
PWPS
950
Pinnacle Wealth Planning Services
Ohio
$355K +$384 +1 +0.1%

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.