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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
MCI
1126
MRP Capital Investments
Georgia
$182K
WP
1127
WealthPLAN Partners
Nebraska
$175K +$15K +39 +11%
AAG
1128
Armstrong Advisory Group
Massachusetts
$175K
BWM
1129
BerganKDV Wealth Management
Minnesota
$174K -$8.07K -21 -5%
WB
1130
Webster Bank
Connecticut
$173K
FFA
1131
Farther Finance Advisors
California
$172K +$1.92K +5 +1%
GBT
1132
Grove Bank & Trust
Florida
$172K -$2.31K -6 -1%
AA
1133
Alta Advisers
United Kingdom
$171K
CYG
1134
Clean Yield Group
Vermont
$170K
PAG
1135
Paladin Advisory Group
Iowa
$163K
SOW
1136
State of Wyoming
Wyoming
$160K -$155K -403 -52%
CMBA
1137
C.M. Bidwell & Associates
Hawaii
$159K
TCOV
1138
Trust Company of Vermont
Vermont
$156K -$3.84K -10 -3%
FSWA
1139
Financial Synergies Wealth Advisors
Texas
$154K
ATC
1140
Adirondack Trust Company
New York
$152K
CWP
1141
Concord Wealth Partners
Virginia
$151K +$26.9K +70 +25%
PFBT
1142
Parkside Financial Bank & Trust
Missouri
$150K +$8.84K +23 +7%
Jones Financial Companies
1143
Jones Financial Companies
Missouri
$146K
SSB
1144
Sandy Spring Bank
Maryland
$142K
PWMG
1145
Prestige Wealth Management Group
New Jersey
$140K -$11.9K -31 -9%
IWP
1146
Icon Wealth Partners
Texas
$140K -$7.3K -19 -5%
CT
1147
Cambridge Trust
Massachusetts
$140K +$3.84K +10 +3%
CT
1148
Colonial Trust
South Carolina
$139K +$48K +125 +63%
MCM
1149
Manchester Capital Management
Vermont
$138K +$1.54K +4 +1%
RDIA
1150
RE Dickinson Investment Advisors
Iowa
$135K

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.