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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 %
Empower Advisory Group
876
Empower Advisory Group
Colorado
$682K -$39.4K -85 -5%
CIC
877
Carnegie Investment Counsel
Ohio
$681K -$113K -244 -14%
CAI
878
Capital Advisors Inc
Oklahoma
$680K -$4.17K -9 -0.6%
TPI
879
Trust Point Inc
Wisconsin
$676K +$676K +1,461 New
SI
880
Stephens Inc
Arkansas
$675K +$5.56K +12 +0.8%
WJWM
881
Williams Jones Wealth Management
New York
$671K
SFA
882
Semmax Financial Advisors
North Carolina
$671K +$29.3K +58 +5%
CI
883
Cigna Investments
Connecticut
$671K -$13.9K -30 -2%
EM
884
Excalibur Management
Massachusetts
$669K -$39.4K -85 -6%
SAM
885
Silvercrest Asset Management
New York
$666K +$16.2K +35 +2%
CBT
886
Central Bank & Trust
Kentucky
$665K -$16.2K -35 -2%
CGL
887
Clarius Group LLC
Washington
$659K -$29.2K -63 -4%
KWA
888
Kingswood Wealth Advisors
California
$658K +$427K +922 +185%
LOAMU
889
Lombard Odier Asset Management (USA)
New York
$655K +$655K +1,414 New
WTB
890
Washington Trust Bank
Washington
$650K +$11.1K +24 +2%
CRWM
891
Castle Rock Wealth Management
California
$648K +$23.8K +50 +4%
OIA
892
Optimum Investment Advisors
Illinois
$648K -$19K -41 -3%
TSS
893
Thomas Story & Son
Indiana
$648K
FMB
894
Field & Main Bank
Kentucky
$644K +$100K +217 +18%
FWM
895
Forza Wealth Management
Florida
$641K -$40.7K -88 -6%
A
896
AlphaQuest
New York
$638K +$638K +1,377 New
CG
897
Caprock Group
Idaho
$635K +$88.6K +191 +16%
NP
898
Nilsine Partners
Colorado
$630K -$352K -761 -36%
NWMG
899
National Wealth Management Group
Ohio
$629K +$98.6K +213 +19%
CIA
900
Concurrent Investment Advisors
Florida
$626K +$626K +1,353 New