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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
GWSG
1051
GPS Wealth Strategies Group
Colorado
$255K -$9.61K -25 -4%
PIM
1052
Penobscot Investment Management
Massachusetts
$255K
RFG
1053
Range Financial Group
Oregon
$255K +$2.31K +6 +1%
MC
1054
Machina Capital
France
$254K +$193K +501 +533%
MG
1055
Mather Group
Illinois
$253K +$227K +591 New
AFG
1056
AFS Financial Group
Maryland
$251K
PCH
1057
PGIM Custom Harvest
New Jersey
$251K +$6.92K +18 +3%
TIA
1058
Tiemann Investment Advisors
California
$250K -$9.61K -25 -4%
EIP
1059
Epoch Investment Partners
New York
$249K -$5.76K -15 -3%
GL
1060
Graypoint LLC
New York
$247K +$222K +578 New
GC
1061
Grimes & Company
Massachusetts
$246K -$769 -2 -0.3%
HC
1062
Hamilton Capital
Ohio
$245K +$220K +573 New
BHBT
1063
Burke & Herbert Bank & Trust
Virginia
$244K
GHAM
1064
Gilman Hill Asset Management
Connecticut
$244K
AT
1065
Arden Trust
Delaware
$242K +$384 +1 +0.2%
GWM
1066
Geneos Wealth Management
Colorado
$241K +$42.7K +111 +25%
AFP
1067
Ausdal Financial Partners
Iowa
$238K -$61.9K -161 -22%
BMCM
1068
Burns Matteson Capital Management
New York
$238K -$579K -1,506 -73%
CFS
1069
CRA Financial Services
New Jersey
$238K +$214K +556 New
Nomura Holdings
1070
Nomura Holdings
Japan
$236K +$212K +552 New
KA
1071
KLCM Advisors
Wisconsin
$234K +$211K +548 New
PFP
1072
Paragon Financial Partners
California
$232K +$208K +542 New
CWG
1073
Cornerstone Wealth Group
North Carolina
$228K +$205K +534 New
SYBT
1074
Stock Yards Bank & Trust
Kentucky
$228K +$205K +534 New
CPIG
1075
Chicago Partners Investment Group
Illinois
$227K -$23.1K -60 -10%

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.