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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
SC
1151
SouthState Corp
Florida
$135K
QL
1152
Quarry LP
New York
$128K +$26.1K +68 +29%
EBA
1153
Eagle Bay Advisors
New York
$126K -$8.07K -21 -7%
EWM
1154
Evermay Wealth Management
Virginia
$126K
CT
1155
Caldwell Trust
Florida
$126K +$15.4K +40 +16%
GEA
1156
Glen Eagle Advisors
New Jersey
$124K -$61.5K -160 -35%
ADL
1157
Asset Dedication LLC
California
$124K
TH
1158
TCTC Holdings
Texas
$121K -$3.08K -8 -3%
NL
1159
NKCFO LLC
Illinois
$118K -$44.2K -115 -29%
JSAM
1160
J. Safra Asset Management
New York
$117K
FCB
1161
First Command Bank
Texas
$115K -$53.8K -140 -34%
FCFS
1162
First Command Financial Services
Texas
$115K -$53.8K -140 -34%
TCWA
1163
Ten Capital Wealth Advisors
Washington
$115K +$78K +203 +299%
AA
1164
Addison Advisors
Vermont
$110K +$2.69K +7 +3%
CF
1165
Centaurus Financial
California
$109K -$334K -868 -77%
GM
1166
GeoWealth Management
Illinois
$109K -$2.31K -6 -2%
TC
1167
Tacita Capital
Ontario, Canada
$109K
TF
1168
Tompkins Financial
New York
$109K
BFPW
1169
BOK Financial Private Wealth
Colorado
$107K -$1.54K -4 -2%
GWS
1170
Glassman Wealth Services
Virginia
$107K +$3.08K +8 +3%
ODG
1171
O'Dell Group
Ohio
$105K +$94.6K +246 New
UCB
1172
United Community Bank
South Carolina
$105K -$86.5K -225 -48%
GKIM
1173
GW&K Investment Management
Massachusetts
$105K +$17.3K +45 +23%
BAM
1174
Bosun Asset Management
Illinois
$105K +$94.2K +245 New
MCM
1175
MV Capital Management
Maryland
$104K -$15K -39 -14%

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.