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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 %
AFG
951
Atomi Financial Group
New York
$519K +$519K +1,122 New
CW
952
CreativeOne Wealth
Kansas
$518K +$172K +372 +50%
KA
953
Kintegral Advisory
New York
$517K -$3.25K -7 -0.6%
LC
954
Lindbrook Capital
California
$516K +$50.5K +109 +11%
SC
955
SRB Corp
Massachusetts
$513K
PAM
956
Paradigm Asset Management
New York
$509K
DTC
957
Davidson Trust Company
Washington
$509K
APW
958
Austin Private Wealth
Texas
$507K +$12.5K +27 +3%
WP
959
WealthPLAN Partners
Nebraska
$506K -$56.5K -122 -10%
BAM
960
Blueshift Asset Management
New Jersey
$504K -$231K -500 -31%
IFWM
961
Institute for Wealth Management
Colorado
$502K
S
962
Sunpointe
Missouri
$501K +$501K +1,081 New
EFG
963
Everhart Financial Group
Ohio
$498K +$7.87K +17 +2%
CCFM
964
Clear Creek Financial Management
Washington
$495K +$26.9K +58 +6%
EH
965
Equitable Holdings
New York
$495K +$47.2K +102 +11%
SIM
966
Stratos Investment Management
Ohio
$494K -$6.95K -15 -1%
VFP
967
Verus Financial Partners
Virginia
$491K +$85.9K +177 +21%
STA
968
Summit Trail Advisors
New York
$485K +$42.2K +91 +10%
Luther King Capital Management (LKCM)
969
Luther King Capital Management (LKCM)
Texas
$482K
ACS
970
Archford Capital Strategies
Illinois
$481K -$418K -903 -46%
TPWA
971
Twin Peaks Wealth Advisors
California
$481K +$481K +1,039 New
DOA
972
D'Orazio & Associates
Virginia
$479K +$14.4K +31 +3%
GWWM
973
Great Waters Wealth Management
Minnesota
$477K
OWA
974
One Wealth Advisors
California
$475K -$75.6K -163 -14%
FCI
975
Financial Counselors Inc
Kansas
$475K -$34.7K -75 -7%