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McKesson

1,340 hedge funds and large institutions have $49.6B invested in McKesson in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 445 increasing their positions, 524 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+27
Holders Change %
+2.06%
% of All Funds
21.36%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.69%
New
122
Increased
445
Reduced
524
Closed
78
Calls
$469M
Puts
$468M
Net Calls
+$1.22M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
701
OneDigital Investment Advisors
Kansas
$920K +$102K +235 +12%
UCFA
702
United Capital Financial Advisors
Texas
$911K -$53K -122 -6%
SCM
703
Seascape Capital Management
New Hampshire
$911K +$435 +1 +0%
MSFS
704
Main Street Financial Solutions
Pennsylvania
$908K +$188K +432 +26%
WFC
705
Western Financial Corp
California
$907K -$108K -248 -11%
PA
706
Profund Advisors
Maryland
$905K -$17K -39 -2%
PWP
707
Perfromance Wealth Partners
Illinois
$902K -$81.8K -188 -8%
KPWS
708
Kestra Private Wealth Services
Texas
$895K +$158K +364 +21%
UM
709
UniSuper Management
Australia
$894K -$107K -247 -11%
MYIA
710
Mount Yale Investment Advisors
Colorado
$887K +$91.8K +211 +12%
JIC
711
Johnson Investment Counsel
Ohio
$884K -$133K -307 -13%
KCM
712
Kendall Capital Management
Maryland
$882K +$148K +341 +20%
IP
713
Intellectus Partners
California
$881K -$141K -324 -14%
TPCW
714
TD Private Client Wealth
New York
$876K +$44.8K +103 +5%
NS
715
NBC Securities
Alabama
$876K +$876K +2,016 New
PBK
716
Peoples Bank (Kansas)
Kansas
$874K +$874K +2,010 New
HIIFS
717
Harel Insurance Investments & Financial Services
Israel
$873K -$1.67M -3,836 -66%
APP
718
Avantax Planning Partners
Iowa
$865K +$1.74K +4 +0.2%
LNC
719
Lincoln National Corp
Pennsylvania
$865K +$19.1K +44 +2%
MIM
720
Morningstar Investment Management
Illinois
$863K
AIA
721
Alera Investment Advisors
Illinois
$861K -$870 -2 -0.1%
CA
722
Clearstead Advisors
Ohio
$858K +$429K +986 +100%
SAM
723
Strategy Asset Managers
California
$855K -$233K -535 -21%
PFP
724
Pinnacle Financial Partners
Tennessee
$853K +$102K +234 +14%
FFP
725
FourThought Financial Partners
Florida
$852K -$7.39K -17 -0.9%