We are live on ! Find out more
MCK icon

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
CMI
1101
Clare Market Investments
Texas
$214K +$192K +500 New
CA
1102
Cullinan Associates
Kentucky
$214K +$192K +500 New
WFG
1103
Wills Financial Group
Virginia
$214K +$192K +500 New
SW
1104
StrongBox Wealth
Missouri
$213K +$191K +498 New
AIS
1105
AM Investment Strategies
Tennessee
$212K +$190K +495 New
Capstone Investment Advisors
1106
Capstone Investment Advisors
New York
$211K -$418K -1,087 -69%
GWAG
1107
Garrett Wealth Advisory Group
Texas
$209K +$188K +489 New
OP
1108
ORG Partners
Indiana
$209K +$190K +494 New
DFS
1109
Dixon Fnancial Services
California
$209K +$188K +489 New
SIC
1110
Salem Investment Counselors
North Carolina
$209K
AWA
1111
Arkadios Wealth Advisors
Georgia
$209K -$94.2K -245 -33%
VA
1112
Valmark Advisers
Ohio
$208K +$187K +487 New
SL
1113
Salomon & Ludwin
Virginia
$208K +$187K +486 New
CAC
1114
Certified Advisory Corp
Florida
$208K +$187K +486 New
PHAM
1115
Palisades Hudson Asset Management
Florida
$207K +$186K +485 New
AR
1116
Advisory Research
Illinois
$206K +$186K +483 New
WDC
1117
Woodward Diversified Capital
California
$206K +$186K +483 New
CBFP
1118
Cedar Brook Financial Partners
Ohio
$206K +$185K +482 New
PMAM
1119
Picton Mahoney Asset Management
Ontario, Canada
$203K -$19.2K -50 -10%
Parallax Volatility Advisers
1120
Parallax Volatility Advisers
California
$203K -$1.32M -3,441 -88%
NAS
1121
Nicolet Advisory Services
Wisconsin
$202K +$187K +486 New
AIM
1122
Alhambra Investment Management
Florida
$200K +$180K +469 New
ST
1123
Smithfield Trust
Pennsylvania
$197K
DCM
1124
Dupont Capital Management
Delaware
$191K -$212K -552 -55%
TFGT
1125
TS Financial Group (TSFG)
Illinois
$190K +$1.54K +4 +0.9%

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.