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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
TWM
1301
Tradition Wealth Management
Minnesota
$3K +$2.69K +7 New
CWA
1302
Clearview Wealth Advisors
Oregon
$2.99K -$788K -2,050 -100%
DI
1303
Disciplined Investments
Oklahoma
$2.99K -$2.69K -7 -50%
HCP
1304
Hexagon Capital Partners
Arkansas
$2.99K
HWP
1305
Highline Wealth Partners
California
$2.99K
MSFP
1306
Mark Sheptoff Financial Planning
Connecticut
$2.99K
NFSG
1307
Newbridge Financial Services Group
Florida
$2.58K
CTA
1308
Colonial Trust Advisors
South Carolina
$2.56K
TAIM
1309
TD Ameritrade Investment Management
Nebraska
$2K
CAL
1310
Capital Analysts LLC
Pennsylvania
$2K +$1.54K +4 New
FMP
1311
Financial Management Professionals
Texas
$2K +$1.54K +4 New
CCP
1312
Cunning Capital Partners
North Carolina
$1.72K -$1.55M -4,030 Closed
DWA
1313
Delos Wealth Advisors
Texas
$1.71K
JWM
1314
Janiczek Wealth Management
Colorado
$1.71K +$1.54K +4 New
UFF
1315
USA Financial Formulas
Michigan
$1.71K
GFPC
1316
Global Financial Private Client
Florida
$1.26K
SF
1317
Safeguard Financial
Wisconsin
$1K +$1.15K +3 New
TWD
1318
True Wealth Design
Ohio
$855 -$384 -1 -33%
SWA
1319
SOA Wealth Advisors
New York
$855
TWP
1320
TFO Wealth Partners
Ohio
$855
WWM
1321
Wolff Wiese Magana
California
$428
Comerica Bank
1322
Comerica Bank
Texas
$45 +$7.14M +18,566 New
Berkshire Hathaway
1323
Berkshire Hathaway
Nebraska
-$815M -2,289,864 Closed
JMPWA
1324
JP Morgan Private Wealth Advisors
California
-$72.7M -204,194 Closed
Artisan Partners
1325
Artisan Partners
Wisconsin
-$48.2M -135,408 Closed

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.