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McKesson

1,473 hedge funds and large institutions have $53.4B invested in McKesson in 2023 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 488 increasing their positions, 539 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,473
Holders Change
+133
Holders Change %
+9.93%
% of All Funds
21.59%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
231
Increased
488
Reduced
539
Closed
79
Calls
$598M
Puts
$597M
Net Calls
+$921K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
626
Western Wealth Management
Colorado
$1.62M -$41.2K -89 -2%
ANTB
627
AMG National Trust Bank
Colorado
$1.62M -$926 -2 -0.1%
FHWM
628
Fox Hill Wealth Management
Massachusetts
$1.62M +$1.62M +3,490 New
SMH
629
Sanders Morris Harris
Texas
$1.6M
PK
630
Pflug Koory
Nebraska
$1.59M -$403K -870 -20%
KeyBank National Association
631
KeyBank National Association
Ohio
$1.58M +$28.2K +61 +2%
EC
632
Estate Counselors
Wisconsin
$1.58M
TAM
633
Tocqueville Asset Management
New York
$1.58M -$25K -54 -2%
AG
634
AIA Group
Hong Kong
$1.57M +$1.57M +3,400 New
SHFA
635
SS&H Financial Advisors
Michigan
$1.57M
MBTD
636
Mechanics Bank - Trust Department
California
$1.57M
CFFP
637
Center for Financial Planning
Michigan
$1.56M -$310K -670 -17%
ZIMP
638
Zimmermann Investment Management & Planning
Pennsylvania
$1.55M -$242K -522 -13%
Impax Asset Management Group
639
Impax Asset Management Group
United Kingdom
$1.54M -$396K -856 -20%
WI
640
Wintrust Investments
Illinois
$1.54M -$223K -481 -13%
HWMA
641
Heritage Wealth Management (Arizona)
Arizona
$1.54M +$1.54M +3,322 New
EI
642
Ethic Inc
New York
$1.54M +$416K +899 +37%
AIMCA
643
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.53M +$278K +600 +22%
WLG
644
Williamson Legacy Group
Indiana
$1.53M +$1.53M +3,296 New
GM
645
GeoWealth Management
Illinois
$1.52M +$1.4M +3,017 +1,097%
TAM
646
Titleist Asset Management
Texas
$1.5M -$88.9K -192 -6%
AG
647
Ascent Group
Virginia
$1.49M -$6.92K -14 -0.5%
IAS
648
Investment Advisory Services
Texas
$1.49M
BPA
649
Beacon Pointe Advisors
California
$1.47M -$604K -1,305 -29%
HW
650
Hancock Whitney
Mississippi
$1.47M -$246K -532 -14%