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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
UIA
1226
UBP Investment Advisors
Switzerland
– -$600K -1,844 Closed
NG
1227
NatWest Group
United Kingdom
– -$587K -1,800 Closed
ER
1228
Enlightenment Research
Florida
– -$555K -1,700 Closed
C
1229
Certuity
Florida
– -$553K -1,693 Closed
GHAM
1230
Gilman Hill Asset Management
Connecticut
– -$512K -1,571 Closed
JG
1231
Jefferies Group
New York
– -$489K -1,500 Closed
QT
1232
Quantamental Technologies
New York
– -$424K -1,300 Closed
LCM
1233
Laurion Capital Management
New York
– -$395K -1,212 Closed
DBIA
1234
Dumont & Blake Investment Advisors
New Jersey
– -$391K -1,200 Closed
CP
1235
Camelot Portfolios
Ohio
– -$368K -1,127 Closed
Renaissance Technologies
1236
Renaissance Technologies
New York
– -$359K -1,100 Closed
WP
1237
WealthShield Partners
North Carolina
– -$338K -1,036 Closed
DW
1238
Domani Wealth
Pennsylvania
– -$294K -900 Closed
AIA
1239
Angeles Investment Advisors
California
– -$291K -890 Closed
ETM
1240
Euclidean Technologies Management
Washington
– -$275K -842 Closed
IIM
1241
Intact Investment Management
Quebec, Canada
– -$261K -800 Closed
PP
1242
PDS Planning
Ohio
– -$247K -756 Closed
CL
1243
CPWM LLC
Washington
– -$240K -736 Closed
VFA
1244
Valeo Financial Advisors
Indiana
– -$239K -734 Closed
RA
1245
RiverTree Advisors
Florida
– -$236K -724 Closed
PFGIA
1246
Patriot Financial Group Insurance Agency
Massachusetts
– -$217K -664 Closed
DA
1247
DSC Advisors
Illinois
– -$211K -646 Closed
PWS
1248
Precision Wealth Strategies
Missouri
– -$208K -639 Closed
IUHSA
1249
Itau Unibanco Holding S.A.
Brazil
– -$205K -629 Closed
CWP
1250
Concord Wealth Partners
Virginia
– -$179K -550 Closed
48 49
50
51 52

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.