1,126 hedge funds and large institutions have $44.4B invested in Cencora in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 448 increasing their positions, 401 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
-22
Holders Change %
-1.92%
% of All Funds
16.38%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.26%
New
103
Increased
448
Reduced
401
Closed
112
Calls
$1.68B
Puts
$803M
Net Calls
+$882M
Net Calls Change
-$44.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
726
Beacon Pointe Advisors
California
$486K +$6.76K +30 +1%
TPWA
727
TRUE Private Wealth Advisors
Oregon
$486K +$32.9K +146 +7%
AWA
728
Arkadios Wealth Advisors
Georgia
$483K +$111K +492 +30%
CTC
729
Central Trust Company
Missouri
$483K -$29.3K -130 -6%
EDRH
730
Edmond de Rothschild Holding
Switzerland
$481K
BG
731
Bollard Group
Massachusetts
$480K +$1.13K +5 +0.2%
QIM
732
Quantitative Investment Management
Virginia
$472K +$472K +2,096 New
KCFA
733
Key Client Fiduciary Advisors
New Jersey
$470K -$3.61K -16 -0.8%
AIA
734
Affinity Investment Advisors
California
$469K +$54.1K +240 +13%
GIA
735
Gladstone Institutional Advisory
Florida
$467K +$266K +1,179 +132%
FMWA
736
Forvis Mazars Wealth Advisors
Missouri
$459K -$223K -991 -33%
MC
737
Moors & Cabot
Massachusetts
$458K -$66.5K -295 -13%
SI
738
Stephens Inc
Arkansas
$454K -$11.9K -53 -3%
IPW
739
Impact Partnership Wealth
Georgia
$449K +$449K +1,991 New
BEAM
740
Baker Ellis Asset Management
Washington
$446K
PWA
741
Phoenix Wealth Advisors
North Carolina
$446K +$4.06K +18 +0.9%
AG
742
Ascent Group
Virginia
$446K +$9.01K +40 +2%
DADC
743
D.A. Davidson & Co
Montana
$445K +$20.3K +90 +5%
SPC
744
Sigma Planning Corp
Michigan
$445K -$78.2K -347 -15%
PTC
745
Private Trust Company
Ohio
$444K
UCB
746
United Community Bank
South Carolina
$441K +$1.13K +5 +0.3%
PWM
747
Perigon Wealth Management
California
$434K +$88.7K +394 +26%
AR
748
Apeiron RIA
Texas
$432K +$2.25K +10 +0.5%
ST
749
Smithfield Trust
Pennsylvania
$428K
AC
750
AlphaCore Capital
California
$427K +$427K +1,895 New