McKesson
1,139 hedge funds and large institutions have $39.4B invested in McKesson in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 361 increasing their positions, 434 reducing their positions, and 100 closing their positions.
64% more funds holding in top 10
Funds holding in top 10: 25 → 41 (+16)
52% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 100
24% more capital invested
Capital invested by funds: $31.9B → $39.4B (+$7.56B)
4% more funds holding
Funds holding: 1,098 → 1,139 (+41)
2.16% more ownership
Funds ownership: 84.6% → 86.76% (+2.2%)
14% less call options, than puts
Call options by funds: $485M | Put options by funds: $568M
17% less repeat investments, than reductions
Existing positions increased: 361 | Existing positions reduced: 434
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$795M |
| 2 |
Barclays
London,
United Kingdom
|
+$270M |
| 3 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$241M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$229M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$437M |
| 2 |
GCM
Glenview Capital Management
New York
|
-$164M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$160M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$121M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$121M |
MCK Hedge Fund Activity: Q1 2022 in Review
1,139 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2022, worth a combined $39.4B — up 24% from $31.9B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new MCK positions and 100 closed out — a net gain of 52 holders — while 361 added to existing stakes and 434 trimmed.
The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $795M. The largest seller was BlackRock, cutting an estimated $437M.
- 1,139 institutional investors held McKesson (MCK) as of Q1 2022, up from 1,098 in Q4 2021.
- Funds reported $39.4B of McKesson stock for Q1 2022, up 24% quarter-over-quarter.
- 152 funds opened new McKesson positions in Q1 2022 and 100 closed out, a net change of +52 holders.
- The largest McKesson buyer in Q1 2022 was Berkshire Hathaway, an estimated $795M added.
- The largest McKesson seller in Q1 2022 was BlackRock, an estimated $437M sold.
Based on aggregated 13F filings for Q1 2022.