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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
DLG
1001
Daniel L. Goodwin
$299K
GFA
1002
Gallagher Fiduciary Advisors
Illinois
$299K
FB
1003
First Bancorp
Maine
$299K
HAIM
1004
Hunter Associates Investment Management
Pennsylvania
$299K
LPAM
1005
Lodestar Private Asset Management
California
$299K
WC
1006
Whitney & Co
New York
$299K
DBT
1007
Dubuque Bank & Trust
Iowa
$297K
KA
1008
Kovack Advisors
Florida
$297K +$267K +694 New
GA
1009
Gateway Advisory
New Jersey
$296K +$266K +692 New
LWP
1010
LMG Wealth Partners
Louisiana
$294K
MA
1011
MCF Advisors
Kentucky
$294K -$26.9K -70 -9%
FOA
1012
Five Oceans Advisors
California
$293K -$5.76K -15 -2%
MIM
1013
Marco Investment Management
Georgia
$293K +$5K +13 +2%
WBCM
1014
Wilson & Boucher Capital Management
California
$292K
DFCM
1015
Dark Forest Capital Management
Puerto Rico
$291K +$262K +682 New
PCM
1016
Princeton Capital Management
New Jersey
$291K
CAMG
1017
CWA Asset Management Group
Florida
$289K +$16.9K +44 +7%
Fisher Asset Management
1018
Fisher Asset Management
Washington
$289K +$43K +112 +20%
BCMO
1019
Buckingham Capital Management (Ohio)
Ohio
$288K -$1.15K -3 -0.4%
LWP
1020
Lumature Wealth Partners
Georgia
$286K
THL
1021
Tillman Hartley LLC
Colorado
$284K
SMA
1022
Sage Mountain Advisors
Georgia
$282K +$254K +661 New
MCC
1023
Money Concepts Capital
Florida
$282K -$289K -752 -53%
FWM
1024
ForthRight Wealth Management
Georgia
$282K
DWP
1025
Daymark Wealth Partners
Ohio
$282K -$52.7K -137 -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.