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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 %
SB
1001
Simmons Bank
Arkansas
$436K
IAA
1002
Independent Advisor Alliance
North Carolina
$433K -$38.4K -83 -8%
RMDI
1003
R.M. Davis Inc
Maine
$433K
GLLW
1004
Graves Light Lenhart Wealth
Virginia
$431K
MAM
1005
Marotta Asset Management
Virginia
$430K +$94K +203 +28%
PFA
1006
Pure Financial Advisors
California
$426K +$1.39K +3 +0.3%
HH
1007
Hilltop Holdings
Texas
$426K +$90.7K +196 +27%
CA
1008
CoreCap Advisors
Michigan
$423K -$43.5K -94 -9%
LWM
1009
Lodestone Wealth Management
Washington
$422K +$463 +1 +0.1%
PL
1010
Plancorp LLC
Missouri
$421K +$8.8K +19 +2%
WPW
1011
Waldron Private Wealth
Pennsylvania
$420K +$67.2K +145 +19%
ODA
1012
One Degree Advisors
California
$420K +$420K +827 New
TWM
1013
Thrive Wealth Management
Pennsylvania
$417K +$19.4K +42 +5%
SAI
1014
Systematic Alpha Investments
New Jersey
$417K
SAM
1015
S.A. Mason
Michigan
$417K
FPAS
1016
Focus Partners Advisor Solutions
Missouri
$416K -$3.7K -8 -0.9%
FWTB
1017
First Western Trust Bank
Colorado
$414K +$414K +895 New
HI
1018
Harbour Investments
Wisconsin
$413K +$79.2K +171 +24%
MWA
1019
Midland Wealth Advisors
Illinois
$412K +$412K +889 New
RCM
1020
Raleigh Capital Management
North Carolina
$411K +$13K +28 +3%
BIG
1021
Brooklyn Investment Group
New York
$410K +$410K +886 New
MM
1022
MQS Management
New York
$406K +$406K +876 New
EWA
1023
Etesian Wealth Advisors
Oregon
$405K -$2.75K -6 -0.7%
PP
1024
PDS Planning
Ohio
$402K +$1.39K +3 +0.3%
CIG
1025
Cullen Investment Group
Louisiana
$401K +$401K +866 New