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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
AC
1026
Allstate Corporation
Illinois
$282K
BW
1027
Bison Wealth
Georgia
$281K +$253K +657 New
KC
1028
Kades & Cheifetz
Pennsylvania
$279K
MPWT
1029
MassMutual Private Wealth & Trust
Connecticut
$279K +$33.1K +86 +15%
FNBT
1030
FineMark National Bank & Trust
Florida
$279K +$251K +652 New
CTA
1031
Chesley Taft & Associates
Illinois
$276K
WHG
1032
Westwood Holdings Group
Texas
$276K -$41.5M -107,903 -99%
WSFS
1033
Wilmington Savings Fund Society
Delaware
$276K +$248K +646 New
PCIA
1034
Prime Capital Investment Advisors
Kansas
$275K +$248K +644 New
T. Rowe Price Investment Management
1035
T. Rowe Price Investment Management
Maryland
$274K +$246K +640 New
CCM
1036
Chiron Capital Management
Florida
$273K +$246K +639 New
WPA
1037
West Paces Advisors
Georgia
$273K
FBA
1038
Front Barnett Associates
Illinois
$272K
BWAM
1039
Boyd Watterson Asset Management
Ohio
$271K +$1.54K +4 +0.6%
SDWIA
1040
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$269K
QPWM
1041
Quadrant Private Wealth Management
Pennsylvania
$269K
FS
1042
Ferguson Shapiro
Georgia
$269K
UID
1043
Union Investments & Development
Israel
$265K
RMC
1044
Resources Management Corp
Connecticut
$258K -$2.54M -6,606 -92%
SAMC
1045
Spectrum Asset Management (California)
California
$257K
HFAS
1046
Hummer Financial Advisory Services
Illinois
$257K +$231K +600 New
WW
1047
Westshore Wealth
California
$257K -$13.1K -34 -5%
KCM
1048
Kanawha Capital Management
Virginia
$256K -$3.84K -10 -2%
ECM
1049
EagleClaw Capital Management
Massachusetts
$256K
GIM
1050
Groesbeck Investment Management
New Jersey
$256K

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.