We are live on ! Find out more
MCK icon

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
BCMLT
1276
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.1K +$9.99K +26 New
FRA
1277
Front Row Advisors
California
$11K +$1.92K +5 +25%
ACM
1278
Antonetti Capital Management
Florida
$10.7K
CAS
1279
Coppell Advisory Solutions
Texas
$9.73K +$8.84K +23 New
VWM
1280
Valley Wealth Managers
New Jersey
$9.4K
SIS
1281
Sound Income Strategies
Florida
$8.55K
MFT
1282
Moisand Fitzgerald Tamayo
Florida
$8.12K
SWM
1283
Sugarloaf Wealth Management
Georgia
$7.69K -$470K -1,222 -99%
MWM
1284
Mascoma Wealth Management
New Hampshire
$6.84K
CSC
1285
Caldwell Sutter Capital
California
$6.41K +$5.76K +15 New
SC
1286
Solstein Capital
California
$5.98K +$5.38K +14 New
ARS
1287
Adirondack Retirement Specialists
New York
$5.55K
CTB
1288
Country Trust Bank
Illinois
$5.55K
ECM
1289
Estabrook Capital Management
New York
$5.55K
CMP
1290
Coston McIsaac & Partners
Maine
$5K
TSWM
1291
Tyler-Stone Wealth Management
Ohio
$5K +$4.61K +12 New
RI
1292
Ridgewood Investments
New Jersey
$4.91K -$17.3K -45 -79%
ANBT
1293
American National Bank & Trust
Texas
$4.7K
WWP
1294
WR Wealth Planners
Missouri
$4.7K +$4.23K +11 New
PSB
1295
Piscataqua Savings Bank
New Hampshire
$4.27K
DJSG
1296
D.J. St. Germain
Massachusetts
$4.27K +$3.84K +10 New
BAM
1297
Byrne Asset Management
New Jersey
$4K
CCM
1298
Copeland Capital Management
Pennsylvania
$3.85K
CPG
1299
Cornerstone Planning Group
New Jersey
$3.42K +$3.08K +8 New
IBOK
1300
Independence Bank of Kentucky
Kentucky
$3.42K +$3.08K +8 New

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.