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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
RCM
951
Raleigh Capital Management
North Carolina
$354K +$31.1K +81 +11%
OWM
952
OneAscent Wealth Management
Alabama
$353K +$3.84K +10 +1%
VWA
953
V Wealth Advisors
Kansas
$350K +$314K +818 New
PL
954
Plancorp LLC
Missouri
$350K +$2.69K +7 +0.9%
BWA
955
Burt Wealth Advisors
Maryland
$347K
IPW
956
Impact Partnership Wealth
Georgia
$347K +$312K +811 New
DIM
957
Delta Investment Management
California
$345K
BFA
958
BMS Financial Advisors
South Dakota
$344K -$91.1K -237 -23%
VFP
959
Verus Financial Partners
Virginia
$343K -$288K -749 -47%
ONST
960
Old North State Trust
North Carolina
$343K +$5.38K +14 +2%
MGIA
961
Moneta Group Investment Advisors
Missouri
$342K +$2.31K +6 +0.8%
ZIC
962
ZWJ Investment Counsel
Georgia
$342K
SC
963
Shay Capital
New York
$342K +$307K +800 New
CWM
964
Connecticut Wealth Management
Connecticut
$340K +$306K +796 New
PAM
965
Private Asset Management
California
$339K
PAG
966
Private Advisory Group
Washington
$338K -$65K -169 -18%
AC
967
ASB Consultores
Florida
$338K +$21.1K +55 +7%
RIA
968
Richwood Investment Advisors
Ohio
$333K -$18.8K -49 -6%
SC
969
Sawyer & Company
Massachusetts
$332K -$23.1K -60 -7%
SAF
970
Smith Anglin Financial
Texas
$331K +$38.8K +101 +15%
TFA
971
Tranquilli Financial Advisor
New Jersey
$330K +$1.54K +4 +0.5%
STA
972
Summit Trail Advisors
New York
$330K +$297K +772 New
VVP
973
Venture Visionary Partners
Ohio
$329K
GC
974
Gratus Capital
Georgia
$328K -$8.46K -22 -3%
WPW
975
Waldron Private Wealth
Pennsylvania
$327K -$159K -414 -35%

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.