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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 %
PFP
776
Pinnacle Financial Partners
Tennessee
$925K +$16.7K +36 +2%
PBK
777
Peoples Bank (Kansas)
Kansas
$924K -$6.94K -15 -0.7%
APP
778
Avantax Planning Partners
Iowa
$920K -$926 -2 -0.1%
LNC
779
Lincoln National Corp
Pennsylvania
$910K -$11.6K -25 -1%
MWM
780
MorganRosel Wealth Management
Colorado
$910K +$88.4K +191 +11%
AIA
781
Alera Investment Advisors
Illinois
$905K -$11.6K -25 -1%
FFP
782
FourThought Financial Partners
Florida
$897K -$10.7K -23 -1%
EWS
783
Evergreen Wealth Solutions
Pennsylvania
$894K +$10.2K +22 +1%
FCT
784
First Community Trust
Iowa
$891K
AIC
785
Argus Investors Counsel
New York
$891K +$891K +1,925 New
MNBTD
786
Moody National Bank Trust Division
Texas
$882K -$703K -1,519 -44%
FIM
787
Freedom Investment Management
Connecticut
$881K -$13K -28 -1%
CD
788
Chapin Davis
Maryland
$877K +$877K +1,895 New
NIM
789
NEOS Investment Management
Connecticut
$874K +$185K +400 +27%
XT
790
XTX Topco
Cayman Islands
$870K -$401K -867 -32%
CB
791
Community Bank
New York
$861K
SCM
792
SOL Capital Management
Maryland
$857K
AAS
793
Avantax Advisory Services
Texas
$855K +$143K +308 +20%
LA
794
LVW Advisors
New York
$853K +$316K +683 +59%
IP
795
Intellectus Partners
California
$847K -$90.9K -196 -10%
TFP
796
Tilia Fiduciary Partners
North Carolina
$846K +$846K +1,828 New
BA
797
Bristlecone Advisors
Washington
$845K -$8.33K -18 -1%
BIM
798
Baldwin Investment Management
Pennsylvania
$840K -$6.95K -15 -0.8%
FG
799
Fiduciary Group
Georgia
$840K -$48.6K -105 -5%
NHC
800
Nicholas Hoffman & Company
Georgia
$839K +$112K +241 +15%