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McKesson
MCK

Overview Fund Activity

1,159 hedge funds and large institutions have $40.8B invested in McKesson in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 370 increasing their positions, 467 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
+28
Holders Change %
+2.48%
% of All Funds
19.6%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
0.78%
New
125
Increased
370
Reduced
467
Closed
78
Calls
$723M
Puts
$846M
Net Calls
-$124M
Net Calls Change
-$41.5M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$530M
2
Morgan Stanley
Morgan Stanley
New York
$598M
3
FAM
Fred Alger Management
New York
$241M
4
Artisan Partners
Artisan Partners
Wisconsin
$145M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$432M

Top Sellers

1
Barclays
Barclays
United Kingdom
$69.7M
2
AWA
Aaron Wealth Advisors
Illinois
$977K
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.6B
4
Boston Partners
Boston Partners
Massachusetts
$527M
5
American Century Companies
American Century Companies
Missouri
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1101
Atticus Wealth Management
Florida
$14K – – –
CPFP
1102
Clear Perspectives Financial Planning
Ohio
$12K +$12K +37 New
TWP
1103
TFO Wealth Partners
Ohio
$11K +$11K +34 New
RCG
1104
Rock Creek Group
District of Columbia
$10K – – –
BWM
1105
Baystate Wealth Management
Massachusetts
$10K – – –
FBT
1106
First Bank & Trust
South Dakota
$10K – – –
BWL
1107
Bogart Wealth LLC
Virginia
$10K +$5.63K +18 +129%
SFG
1108
Steward Financial Group
Texas
$10K +$10K +33 New
FFA
1109
Fairfield Financial Advisors
Massachusetts
$9.91K – – –
CCA
1110
Column Capital Advisors
Indiana
$9K – – –
LF
1111
Lee Financial
Texas
$9K +$720 +2 +9%
SC
1112
Schubert & Co
Texas
$9K +$4.18K +13 +87%
FRA
1113
Front Row Advisors
California
$8K -$5.67K -17 -41%
ACM
1114
Antonetti Capital Management
Florida
$8K – – –
NFSG
1115
Newbridge Financial Services Group
Florida
$8K – – –
WWM
1116
Wolff Wiese Magana
California
$8K +$320 +1 +4%
AWM
1117
Accel Wealth Management
Iowa
$8K +$4K +12 +100%
MIM
1118
Macroview Investment Management
Maryland
$8K +$8K +26 New
VRM
1119
Vectors Research Management
New York
$7K – – –
PCG
1120
Private Capital Group
Connecticut
$7K +$3K +9 +75%
VWM
1121
Valley Wealth Managers
New Jersey
$7K +$7K +22 New
FWA
1122
FSC Wealth Advisors
New York
$7K +$7K +22 New
DI
1123
Disciplined Investments
Oklahoma
$6K +$1.06K +3 +21%
ZIG
1124
Zullo Investment Group
Pennsylvania
$5K – – –
GKIM
1125
GW&K Investment Management
Massachusetts
$5K +$1.88K +6 +60%
43 44
45
46 47