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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
AW
1176
Avion Wealth
Texas
$103K -$1.54K -4 -2%
C
1177
Covestor
United Kingdom
$100K +$7.3K +19 +9%
PPC
1178
Park Place Capital
Alabama
$98.3K +$9.22K +24 +12%
TFP
1179
Tilia Fiduciary Partners
North Carolina
$96.4K
Loomis, Sayles & Company
1180
Loomis, Sayles & Company
Massachusetts
$95K -$98.4K -256 -54%
PPWM
1181
PFG Private Wealth Management
Florida
$94.9K -$1.15K -3 -1%
KFI
1182
Key Financial Inc
Pennsylvania
$93.2K +$9.61K +25 +13%
FA
1183
Fiduciary Alliance
South Carolina
$92.8K +$83.4K +217 New
CFO
1184
CVA Family Office
Colorado
$92.7K +$4.61K +12 +6%
BHWM
1185
Bay Harbor Wealth Management
Maryland
$92.4K -$6.15K -16 -7%
TCA
1186
Trifecta Capital Advisors
Illinois
$90.6K
CA
1187
Centerpoint Advisors
Massachusetts
$86K +$76.9K +200 +10,000%
WIM
1188
Westside Investment Management
California
$85.5K
CHC
1189
City Holding Co
West Virginia
$85.5K
CG
1190
Cutler Group
California
$84K -$63.8K -166 -46%
CA
1191
Crewe Advisors
Utah
$79.5K +$384 +1 +0.5%
RFG
1192
RFP Financial Group
Georgia
$79.1K
IGWM
1193
ICA Group Wealth Management
Colorado
$77.5K -$178K -463 -72%
CAC
1194
Core Alternative Capital
Georgia
$76.9K +$1.92K +5 +3%
SSG
1195
Summit Securities Group
New York
$76K -$38.8K -101 -36%
RDFA
1196
Ritter Daniher Financial Advisory
Ohio
$74.4K
NSIM
1197
North Star Investment Management
Illinois
$73.5K
VNA
1198
Valley National Advisers
Pennsylvania
$71K -$769 -2 -1%
AIC
1199
Archer Investment Corporation
Indiana
$70.5K +$30K +78 +90%
CSPIA
1200
Cary Street Partners Investment Advisory
Virginia
$70.1K -$1.15K -3 -2%

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.