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 %
BFS
826
Bradley Foster & Sargent
Connecticut
$304K
FFM
827
Forum Financial Management
Illinois
$303K +$225 +1 +0.1%
BWP
828
Barlow Wealth Partners
Kentucky
$303K +$15.4K +68 +5%
BFS
829
Burr Financial Services
California
$296K
EWA
830
ERTS Wealth Advisors
Michigan
$295K +$225 +1 +0.1%
DWT
831
Dorsey & Whitney Trust
South Dakota
$294K +$27.3K +121 +10%
FRA
832
Frank Rimerman Advisors
California
$292K +$289K +1,282 +10,683%
PPWP
833
Premier Path Wealth Partners
New Jersey
$290K -$1.8K -8 -0.6%
MWM
834
Modera Wealth Management
New Jersey
$290K +$12.6K +56 +5%
CFO
835
Callan Family Office
Pennsylvania
$290K +$290K +1,285 New
PL
836
Plancorp LLC
Missouri
$287K -$2.25K -10 -0.8%
MAM
837
McLean Asset Management
Virginia
$287K +$2.89K +13 +1%
UW
838
Unique Wealth
Florida
$287K -$225 -1 -0.1%
1WM
839
1858 Wealth Management
Ohio
$285K +$27.5K +122 +11%
UB
840
UMB Bank
Missouri
$283K -$901 -4 -0.3%
SYBT
841
Stock Yards Bank & Trust
Kentucky
$283K
CA
842
Claro Advisors
Massachusetts
$282K +$23.9K +106 +9%
CB
843
Cadence Bank
Mississippi
$282K
SI
844
Seeds Investor
New York
$281K +$281K +1,249 New
CPC
845
Consolidated Planning Corp
Georgia
$281K +$24.8K +110 +10%
SRL
846
Scientech Research LLC
New Jersey
$280K +$51.8K +230 +23%
SB
847
Strategic Blueprint
Georgia
$280K +$67.8K +301 +32%
OTL
848
Oak Thistle LLC
New York
$279K +$36.7K +163 +15%
NI
849
NDVR Inc
Massachusetts
$277K -$16.2K -72 -6%
GC
850
Grimes & Company
Massachusetts
$277K +$7.21K +32 +3%