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McKesson
MCK

Overview Fund Activity

1,313 hedge funds and large institutions have $49.1B invested in McKesson in 2023 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 437 increasing their positions, 494 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+55
Holders Change %
+4.37%
% of All Funds
20.71%
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
437
Reduced
494
Closed
82
Calls
$331M
Puts
$354M
Net Calls
-$23.5M
Net Calls Change
-$92.3M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$386M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$822M
3
Citadel Advisors
Citadel Advisors
Florida
$285M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$214M
5
PCH
Polar Capital Holdings
United Kingdom
$137M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$224M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$83.5M
4
Invesco
Invesco
Georgia
$761M
5
GCM
Glenview Capital Management
New York
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1276
Sugarloaf Wealth Management
Georgia
$7.69K -$522K -1,222 -99%
MWM
1277
Mascoma Wealth Management
New Hampshire
$6.84K – – –
CSC
1278
Caldwell Sutter Capital
California
$6.41K +$6.41K +15 New
SC
1279
Solstein Capital
California
$5.98K +$5.98K +14 New
ECM
1280
Estabrook Capital Management
New York
$5.56K – – –
ARS
1281
Adirondack Retirement Specialists
New York
$5.56K – – –
CTB
1282
Country Trust Bank
Illinois
$5.56K – – –
CMP
1283
Coston McIsaac & Partners
Maine
$5K – – –
TSWM
1284
Tyler-Stone Wealth Management
Ohio
$5K +$5K +12 New
RI
1285
Ridgewood Investments
New Jersey
$4.91K -$18.4K -45 -79%
ANBT
1286
American National Bank & Trust
Texas
$4.7K – – –
WWP
1287
WR Wealth Planners
Missouri
$4.7K +$4.7K +11 New
PSB
1288
Piscataqua Savings Bank
New Hampshire
$4.27K – – –
DJSG
1289
D.J. St. Germain
Massachusetts
$4.27K +$4.27K +10 New
BAM
1290
Byrne Asset Management
New Jersey
$4K – – –
CCM
1291
Copeland Capital Management
Pennsylvania
$3.85K – – –
IBOK
1292
Independence Bank of Kentucky
Kentucky
$3.42K +$3.42K +8 New
CPG
1293
Cornerstone Planning Group
New Jersey
$3.42K +$3.42K +8 New
TWM
1294
Tradition Wealth Management
Minnesota
$3K +$3K +7 New
CWA
1295
Clearview Wealth Advisors
Oregon
$2.99K -$876K -2,050 -100%
DI
1296
Disciplined Investments
Oklahoma
$2.99K -$2.99K -7 -50%
HCP
1297
Hexagon Capital Partners
Arkansas
$2.99K – – –
MSFP
1298
Mark Sheptoff Financial Planning
Connecticut
$2.99K – – –
HWP
1299
Highline Wealth Partners
California
$2.99K – – –
NFSG
1300
Newbridge Financial Services Group
Florida
$2.58K – – –
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