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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
TFM
1226
TFC Financial Management
Massachusetts
$35.5K -$17.3K -45 -35%
CIA
1227
Cape Investment Advisory
Georgia
$35K +$3.84K +10 +14%
EA
1228
Evolution Advisers
Virginia
$35K
SWA
1229
Sutton Wealth Advisors
Florida
$34.2K -$3.08K -8 -9%
WT
1230
Washington Trust
Rhode Island
$34.2K
LOIP
1231
Live Oak Investment Partners
Texas
$34.2K
AA
1232
AlphaMark Advisors
Kentucky
$34K -$26.9K -70 -47%
KFP
1233
KB Financial Partners
New Jersey
$33K +$6.15K +16 +26%
DCM
1234
Disciplina Capital Management
Tennessee
$32.9K +$2.31K +6 +8%
M
1235
MOTCO
Texas
$31.6K -$36.5K -95 -56%
EARNEST Partners
1236
EARNEST Partners
Georgia
$31.6K
CCA
1237
Column Capital Advisors
Indiana
$30.8K -$3.46K -9 -11%
AF
1238
Advisornet Financial
Minnesota
$29.1K -$5.38K -14 -17%
WTA
1239
Washington Trust Advisors
Massachusetts
$28.6K
MAWCM
1240
Mine & Arao Wealth Creation & Management
California
$26.5K +$18.1K +47 +313%
TF
1241
TimeScale Financial
Massachusetts
$26.5K
SIC
1242
SJS Investment Consulting
Ohio
$26.1K -$1.54K -4 -6%
LWANC
1243
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.2K
AWM
1244
Avior Wealth Management
Nebraska
$23.9K
JFA
1245
JNBA Financial Advisors
Minnesota
$23.1K -$3.84K -10 -16%
BIA
1246
Bell Investment Advisors
California
$22.6K +$769 +2 +4%
PMFA
1247
Plante Moran Financial Advisors
Michigan
$22.6K +$20.4K +53 New
FFA
1248
Fairfield Financial Advisors
Massachusetts
$22.5K
MAM
1249
Marquette Asset Management
Minnesota
$22.2K
BAAM
1250
Baker Avenue Asset Management
California
$22.2K -$384 -1 -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.