MCK icon

McKesson

1,313 hedge funds and large institutions have $49.1B invested in McKesson in 2023 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 437 increasing their positions, 494 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+55
Holders Change %
+4.37%
% of All Funds
20.71%
Holding in Top 10
40
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+48.15%
% of All Funds
0.63%
New
147
Increased
437
Reduced
494
Closed
82
Calls
$331M
Puts
$354M
Net Calls
-$23.5M
Net Calls Change
-$92.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
926
Lindbrook Capital
California
$382K +$60.7K +142 +19%
DOA
927
D'Orazio & Associates
Virginia
$380K -$170K -398 -31%
ARC
928
Advisor Resource Council
Texas
$379K -$900K -2,106 -70%
CPCM
929
Cardinal Point Capital Management
Ontario, Canada
$376K
BWM
930
Buckley Wealth Management
Nevada
$374K +$374K +876 New
IIC
931
Integrated Investment Consultants
Michigan
$373K +$121K +282 +48%
I2I
932
Insight 2811 Inc
Illinois
$373K
TWM
933
Thrive Wealth Management
Pennsylvania
$369K +$369K +863 New
MPM
934
Meritage Portfolio Management
Kansas
$366K
WANY
935
Wealthspire Advisors (New York)
New York
$362K +$362K +848 New
MWM
936
Modera Wealth Management
New Jersey
$362K +$362K +847 New
SCM
937
Shelton Capital Management
Colorado
$360K
DCM
938
Donaldson Capital Management
Indiana
$359K +$359K +840 New
1W
939
1776 Wealth
Georgia
$358K
LFA
940
LGT Financial Advisors
Texas
$357K -$9.4K -22 -3%
PP
941
PDS Planning
Ohio
$357K +$64.5K +151 +22%
DWM
942
Drive Wealth Management
Utah
$357K +$25.2K +59 +8%
RMDI
943
R.M. Davis Inc
Maine
$357K +$1.71K +4 +0.5%
PWPS
944
Pinnacle Wealth Planning Services
Ohio
$355K +$427 +1 +0.1%
RCM
945
Raleigh Capital Management
North Carolina
$354K +$34.6K +81 +11%
OWM
946
OneAscent Wealth Management
Alabama
$353K +$4.28K +10 +1%
VWA
947
V Wealth Advisors
Kansas
$350K +$350K +818 New
PL
948
Plancorp LLC
Missouri
$350K +$2.99K +7 +0.9%
BWA
949
Burt Wealth Advisors
Maryland
$347K
IPW
950
Impact Partnership Wealth
Georgia
$347K +$347K +811 New