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McKesson

1,265 hedge funds and large institutions have $41.7B invested in McKesson in 2023 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 370 increasing their positions, 570 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $397M | Put options by funds: $328M

1.77% more ownership

Funds ownership: 84.31%86.08% (+1.8%)

0% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,2881,265 (-23)

7% less capital invested

Capital invested by funds: $44.5B → $41.7B (-$2.9B)

31% less funds holding in top 10

Funds holding in top 10: 3927 (-12)

35% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 570

Holders
1,265
Holders Change
-23
Holders Change %
-1.79%
% of All Funds
20.16%
Holding in Top 10
27
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-30.77%
% of All Funds
0.43%
New
104
Increased
370
Reduced
570
Closed
104
Calls
$397M
Puts
$328M
Net Calls
+$68.8M
Net Calls Change
+$195M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1351
Accurate Wealth Management
Florida
-$61.2K -160 Closed
HNWAG
1352
High Net Worth Advisory Group
Florida
-$56.3K -150 Closed
OCM
1353
Osterweis Capital Management
California
-$56.3K -150 Closed
BAM
1354
Bellevue Asset Management
Washington
-$40.3K -108 Closed
DFCM
1355
Dark Forest Capital Management
Puerto Rico
-$39.8K -106 Closed
VF
1356
VitalStone Financial
Texas
-$19K -51 Closed
EE
1357
EWG Elevate
California
-$11.6K -31 Closed
MPCL
1358
My Personal CFO LLC
Washington
-$8.25K -22 Closed
BHWM
1359
Beaird Harris Wealth Management
Texas
-$6.75K -18 Closed
ZIG
1360
Zullo Investment Group
Pennsylvania
-$6K -16 Closed
MS
1361
Madden Securities
Texas
-$4.88K -13 Closed
PO
1362
Private Ocean
California
-$4.5K -12 Closed
SC
1363
Sierra Capital
Florida
-$4K -11 Closed
ST
1364
Sageworth Trust
Pennsylvania
-$2K -6 Closed
CAS
1365
Coppell Advisory Solutions
Texas
-$1.88K -5 Closed
CASC
1366
Coppell Advisory Solutions Corp
Texas
-$1.88K -5 Closed
CCMI
1367
Creative Capital Management Investments
California
-$2K -5 Closed
JFGIW
1368
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1.88K -5 Closed
MWM
1369
MinichMacGregor Wealth Management
New York
-$1.88K -5 Closed
MSCM
1370
McElhenny Sheffield Capital Management
Texas
-$1.5K -4 Closed

MCK Hedge Fund Activity: Q1 2023 in Review

1,265 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2023, worth a combined $41.7B — down 6.5% from $44.5B a quarter earlier.

Fund positioning in MCK was balanced in Q1 2023: 104 funds opened new positions, 104 closed out, 370 added to existing stakes and 570 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $893M. The largest seller was JP Morgan Chase, cutting an estimated $682M.

  • 1,265 institutional investors held McKesson (MCK) as of Q1 2023, down from 1,288 in Q4 2022.
  • Funds reported $41.7B of McKesson stock for Q1 2023, down 6.5% quarter-over-quarter.
  • 104 funds opened new McKesson positions in Q1 2023 and 104 closed out, a net change of 0 holders.
  • The largest McKesson buyer in Q1 2023 was T. Rowe Price Associates, an estimated $893M added.
  • The largest McKesson seller in Q1 2023 was JP Morgan Chase, an estimated $682M sold.

Based on aggregated 13F filings for Q1 2023.