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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
MA
1376
MKT Advisors
California
-$366K -981 Closed
ICP
1377
Interchange Capital Partners
Pennsylvania
-$293K -825 Closed
AG
1378
AIA Group
Hong Kong
-$289K -811 Closed
LOAMS
1379
Lombard Odier Asset Management (Switzerland)
Switzerland
-$286K -803 Closed
CCP
1380
Cassia Capital Partners
North Carolina
-$264K -742 Closed
WC
1381
Waterloo Capital
Texas
-$256K -719 Closed
DWP
1382
Destiny Wealth Partners
Florida
-$254K -713 Closed
CM
1383
Columbus Macro
Pennsylvania
-$240K -670 Closed
DS
1384
DRW Securities
Illinois
-$219K -614 Closed
PTC
1385
Philadelphia Trust Company
Pennsylvania
-$216K -607 Closed
NP
1386
NorthRock Partners
Minnesota
-$201K -565 Closed
Wolverine Trading
1387
Wolverine Trading
Illinois
-$201K -562 Closed
CIA
1388
Cascade Investment Advisors
Oregon
-$160K -450 Closed
FA
1389
Fortis Advisors
Pennsylvania
-$124K -348 Closed
GFWA
1390
Grey Fox Wealth Advisors
Delaware
-$89.1K -250 Closed
OCM
1391
Orion Capital Management
California
-$51.3K -144 Closed
MIA
1392
Milestone Investment Advisors
Wisconsin
-$49.8K -140 Closed
FNBOSM
1393
First National Bank of South Miami
Florida
-$38.5K -108 Closed
JIR
1394
James Investment Research
Ohio
-$16K -45 Closed
AWM
1395
Accel Wealth Management
Iowa
-$8.69K -24 Closed
SC
1396
Schubert & Co
Texas
-$8.55K -24 Closed
BCM
1397
Bourgeon Capital Management
Connecticut
-$6.05K -17 Closed
YDMI
1398
Y.D. More Investments
Israel
-$5.34K -15 Closed
PFG
1399
Piershale Financial Group
Illinois
-$4.27K -12 Closed
EI
1400
Ellevest Inc
New York
-$3.56K -10 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.