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McKesson
MCK

1,195 hedge funds and large institutions have $41.9B invested in McKesson in 2022 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 380 increasing their positions, 476 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 82

2% more funds holding

Funds holding: 1,167 → 1,195 (+28)

5% more call options, than puts

Call options by funds: $680M | Put options by funds: $647M

3% more capital invested

Capital invested by funds: $40.9B → $41.9B (+$1.04B)

0.39% less ownership

Funds ownership: 86.34% → 85.95% (-0.39%)

13% less funds holding in top 10

Funds holding in top 10: 47 → 41 (-6)

20% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 476

Holders
1,195
Holders Change
+28
Holders Change %
+2.4%
% of All Funds
20.59%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.71%
New
125
Increased
380
Reduced
476
Closed
82
Calls
$680M
Puts
$647M
Net Calls
+$33.1M
Net Calls Change
+$157M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$345M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$341M
3
WCM Investment Management
WCM Investment Management
California
+$307M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$207M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$200M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$247M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$207M
3
Boston Partners
Boston Partners
Massachusetts
-$197M
4
Millennium Management
Millennium Management
New York
-$168M
5
APM
Avidity Partners Management
Texas
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1176
Financial Gravity Asset Management
Texas
$2.69K -$95.1K -274 -3%
HWP
1177
Highline Wealth Partners
California
$2.38K +$2.43K +7 New
JFGIW
1178
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$53.8K -155 -97%
NFSG
1179
Newbridge Financial Services Group
Florida
$2K -$6.94K -20 -77%
TAIM
1180
TD Ameritrade Investment Management
Nebraska
$2K -$694 -2 -22%
HCP
1181
Hexagon Capital Partners
Arkansas
$2K – – –
MSFP
1182
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
AIM
1183
Axiom Investment Management
New York
$2K +$2.43K +7 New
BIM
1184
Baldwin Investment Management
Pennsylvania
$1.08K -$236K -680 -18%
GFPC
1185
Global Financial Private Client
Florida
$1.04K – – –
TFM
1186
TFC Financial Management
Massachusetts
$1K – – –
WA
1187
WestEnd Advisors
North Carolina
$1K – – –
DTIM
1188
Danda Trouve Investment Management
Kansas
$1K +$347 +1 +100%
PI
1189
PEAK6 Investments
Illinois
$1K +$347 +1 +50%
HH
1190
HWG Holdings
Texas
$1K +$1.04K +3 New
DWA
1191
Delos Wealth Advisors
Texas
$1K +$1.39K +4 New
MGIM
1192
M&G Investment Management
United Kingdom
$466 -$151K -434 -24%
FHC
1193
First Heartland Consultants
Missouri
$337 +$4.51K +13 +1%
APM
1194
Avidity Partners Management
Texas
– -$127M -388,800 Closed
Voloridge Investment Management
1195
Voloridge Investment Management
Florida
– -$46.3M -141,925 Closed
DBG
1196
De Burlo Group
Massachusetts
– -$33.7M -103,170 Closed
WP
1197
Woodline Partners
California
– -$32.2M -98,610 Closed
Point72 Asset Management
1198
Point72 Asset Management
Connecticut
– -$27.2M -83,519 Closed
HF
1199
HRT Financial
New York
– -$20.4M -62,435 Closed
ERSOT
1200
Employees Retirement System of Texas
Texas
– -$17.9M -55,000 Closed
46 47
48
49 50

MCK Hedge Fund Activity: Q3 2022 in Review

1,195 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2022, worth a combined $41.9B — up 2.6% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new MCK positions and 82 closed out — a net gain of 43 holders — while 380 added to existing stakes and 476 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $345M. The largest seller was Pzena Investment Management, cutting an estimated $247M.

  • 1,195 institutional investors held McKesson (MCK) as of Q3 2022, up from 1,167 in Q2 2022.
  • Funds reported $41.9B of McKesson stock for Q3 2022, up 2.6% quarter-over-quarter.
  • 125 funds opened new McKesson positions in Q3 2022 and 82 closed out, a net change of +43 holders.
  • The largest McKesson buyer in Q3 2022 was Wellington Management Group, an estimated $345M added.
  • The largest McKesson seller in Q3 2022 was Pzena Investment Management, an estimated $247M sold.

Based on aggregated 13F filings for Q3 2022.