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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
WTG
1251
West Tower Group
Virginia
$22.2K +$20K +52 New
NMG
1252
New Millennium Group
Utah
$21.8K -$1.92K -5 -9%
SN
1253
Sittner & Nelson
Oregon
$21.4K
BWM
1254
Baystate Wealth Management
Massachusetts
$21.1K
MTIC
1255
Missouri Trust & Investment Company
Missouri
$20.9K +$1.54K +4 +9%
OC
1256
Oakworth Capital
Alabama
$20.9K +$18.8K +49 New
OLVIG
1257
Oliver Lagore Vanvalin Investment Group
Michigan
$20.1K
HIA
1258
Harbor Investment Advisory
Maryland
$19.2K
BWL
1259
Bogart Wealth LLC
Virginia
$18.8K
VF
1260
VitalStone Financial
Texas
$18K +$19.6K +51 New
TLA
1261
Tanglewood Legacy Advisors
Texas
$17.1K
LFG
1262
Larson Financial Group
Missouri
$17.1K +$15.4K +40 New
LF
1263
Lee Financial
Texas
$15K +$4.61K +12 +52%
WSC
1264
Wellington Shields & Co
New York
$15K
SAG
1265
Spotlight Asset Group
Illinois
$14.1K +$12.7K +33 New
SFG
1266
Steward Financial Group
Texas
$14K -$5K -13 -27%
RCG
1267
Rock Creek Group
District of Columbia
$13.7K -$2.69K -7 -18%
HI
1268
Hoey Investments
Pennsylvania
$12.8K
AWM
1269
Atticus Wealth Management
Florida
$12.8K +$1.54K +4 +15%
AWM
1270
Abound Wealth Management
Tennessee
$12.8K +$3.46K +9 +43%
DCP
1271
Distillate Capital Partners
Illinois
$12.8K
FCAG
1272
First Capital Advisors Group
New Jersey
$12.8K +$11.5K +30 New
HWA
1273
HHM Wealth Advisors
Tennessee
$12K
PP
1274
Pacifica Partners
Canada
$11.7K
FGAM
1275
Financial Gravity Asset Management
Texas
$11.5K +$27.3K +71 +20%

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.