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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.27B -$67.7M -176,160 -1%
BlackRock
2
BlackRock
New York
$4.92B +$47M +122,156 +1%
State Street
3
State Street
Massachusetts
$2.78B +$72M +187,371 +3%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.9B -$33.8M -87,855 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.59B +$110M +284,986 +8%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.34B -$34.1M -88,823 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.1B -$51.4M -133,795 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.06B +$8.73M +22,726 +0.9%
Morgan Stanley
9
Morgan Stanley
New York
$899M -$6.02M -15,659 -0.7%
Norges Bank
10
Norges Bank
Norway
$883M +$19.5M +50,769 +3%
PI
11
Putnam Investments
Massachusetts
$833M +$6.48M +16,857 +0.9%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$822M +$256M +667,277 +53%
Invesco
13
Invesco
Georgia
$761M -$141M -367,831 -17%
Bank of America
14
Bank of America
North Carolina
$671M -$54M -140,617 -8%
Northern Trust
15
Northern Trust
Illinois
$660M -$7.52M -19,554 -1%
Swedbank
16
Swedbank
Sweden
$645M -$64.8M -168,678 -10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$640M -$18.4M -47,875 -3%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$519M +$25.8M +67,112 +6%
Legal & General Group
19
Legal & General Group
United Kingdom
$469M -$1.35M -3,515 -0.3%
WCM Investment Management
20
WCM Investment Management
California
$461M +$67.2M +174,865 +19%
Boston Partners
21
Boston Partners
Massachusetts
$455M +$32.8M +85,305 +9%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$439M +$90.6M +235,788 +30%
LSV Asset Management
23
LSV Asset Management
Illinois
$409M -$23.6M -61,277 -6%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$393M +$1.06M +2,765 +0.3%
Goldman Sachs
25
Goldman Sachs
New York
$391M +$14.6M +38,034 +4%

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.