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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 %
WFC
801
Western Financial Corp
California
$836K -$130K -281 -13%
SPA
802
Sherbrooke Park Advisers
New York
$835K +$835K +1,803 New
BSW
803
Buckingham Strategic Wealth
Missouri
$833K -$24.5K -53 -3%
SA
804
Strategic Advisors
New York
$832K +$4.63K +10 +0.6%
SAM
805
Strategy Asset Managers
California
$825K -$86.1K -186 -9%
IIC
806
Integrated Investment Consultants
Michigan
$824K +$139K +300 +20%
ET
807
Equitable Trust
Tennessee
$822K
IAIM
808
International Assets Investment Management
Florida
$821K -$1.55K -135 -0.2%
JWCA
809
J.W. Coons Advisors
Ohio
$817K -$11.6K -25 -1%
MWM
810
Mission Wealth Management
California
$808K +$132K +285 +20%
BBHC
811
Brown Brothers Harriman & Co
New York
$808K -$10.6K -23 -1%
AC
812
Avestar Capital
New York
$808K +$75.6K +163 +10%
FA
813
FDx Advisors
Illinois
$804K -$70.8K -153 -8%
MCM
814
Monument Capital Management
Virginia
$792K +$32.9K +71 +4%
WPC
815
Wedmont Private Capital
Pennsylvania
$788K +$81.5K +171 +12%
BJL
816
Brighton Jones LLC
Washington
$787K +$16.2K +35 +2%
OPA
817
Old Port Advisors
Maine
$780K +$56K +121 +8%
FFM
818
Forum Financial Management
Illinois
$777K
LCM
819
Leisure Capital Management
California
$773K
SPIA
820
Steward Partners Investment Advisory
New York
$773K +$179K +386 +30%
AT
821
American Trust
Kentucky
$773K -$29.6K -64 -4%
GLA
822
Good Life Advisors
Pennsylvania
$767K +$93.5K +202 +14%
PL
823
Perpetual Ltd
Australia
$767K -$83.3K -180 -10%
EWA
824
EverSource Wealth Advisors
Alabama
$763K +$6.48K +14 +0.9%
BTW
825
Boston Trust Walden
Massachusetts
$762K -$1.85K -4 -0.2%