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McKesson

1,553 hedge funds and large institutions have $59.1B invested in McKesson in 2024 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 556 increasing their positions, 578 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
+80
Holders Change %
+5.43%
% of All Funds
22.51%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.59%
New
169
Increased
556
Reduced
578
Closed
69
Calls
$472M
Puts
$548M
Net Calls
-$76.5M
Net Calls Change
-$77.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
976
Stratos Investment Management
Ohio
$590K +$17.7K +33 +3%
IA
977
IFP Advisors
Florida
$590K +$170K +316 +40%
SA
978
Strategic Advisors
New York
$589K -$375K -699 -39%
AC
979
AlphaCore Capital
California
$587K +$153K +285 +35%
WA
980
Wealth Alliance
New York
$586K -$24.7K -46 -4%
AIA
981
Affinity Investment Advisors
California
$586K -$40.8K -76 -7%
S
982
Sunpointe
Missouri
$581K
LFG
983
Larson Financial Group
Missouri
$578K +$390K +726 +207%
BHPW
984
Beverly Hills Private Wealth
California
$577K +$285K +531 +98%
DTC
985
Davidson Trust Company
Washington
$577K -$13.4K -25 -2%
PFGIA
986
Patriot Financial Group Insurance Agency
Massachusetts
$576K +$113K +210 +24%
FMLI
987
Fukoku Mutual Life Insurance
Japan
$572K -$39.7K -74 -6%
DA
988
Duality Advisers
Florida
$571K +$571K +1,064 New
RS
989
Rakuten Securities
Japan
$570K +$552K +1,029 +3,216%
KA
990
KLCM Advisors
Wisconsin
$568K +$229K +427 +68%
ONST
991
Old North State Trust
North Carolina
$567K +$567K +1,057 New
IAA
992
Independent Advisor Alliance
North Carolina
$564K +$61.8K +115 +12%
Luther King Capital Management (LKCM)
993
Luther King Capital Management (LKCM)
Texas
$559K
CA
994
Clearstead Advisors
Ohio
$555K -$6.1K -11 -1%
DOA
995
D'Orazio & Associates
Virginia
$555K -$537 -1 -0.1%
Capstone Investment Advisors
996
Capstone Investment Advisors
New York
$553K +$114K +212 +26%
IP
997
Isthmus Partners
Wisconsin
$548K +$199K +370 +57%
FCMC
998
Founders Capital Management (Connecticut)
Connecticut
$546K
VSQM
999
V-Square Quantitative Management
Illinois
$546K +$287K +535 +111%
VFP
1000
Verus Financial Partners
Virginia
$543K